Key account management template
td helpdesk
Last Update för 8 månader sedan
A teamdecoder team template is a master file that we at teamdecoder created, very often with partners, to make your start into the teamdecoder experience easier.
This feature is technically ready but we are still adding more relevant content for you. All existing templates are WIP, you find general info on how our templates work below.
If you have an idea for a template, please write to [email protected]!
Name:
Key Account Management
Consultants, sales team leads, CEOs, customer success leads, etc.
You want to build a key account management with clear ownership per client
Screenshots:
The template idea:
- New KAM structure: Head of KAM role, KAM role and KAM circle
- Differentiation role "project manager" vs role" KAM" (use compare mode for details, see screenshot 2)
- Every client is a DOMAIN.
- 3 people are owner of the role KAM, but each is assigned 1 client domain (see screenshot 3)
Get in touch for a more detailed intro!