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TR - 8) Clients & client contact management
Marie-Claire
Created on November 6, 2023
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Systems - TR
8. Clients and Client Contact Management
systems / TR - CLIENTS & BD
NEW CLIENTS / ACCOUNTS
There are 2 options to create a new client account:
- Click “Create New” in the sidebar
- Navigate to the Clients Tab and click “New”
VIDEO TIME SEQUENCING
00:00 00:55 01:39 02.05 02:21 02:55
Adding new client/account Find a registered company number Avoid duplicating accounts Client related lists Client status Remove an account from TR
systems / TR - CLIENTS & BD
Key Account (Client) Statuses
Prospect - Client with no CSI coding
Target - Client with a CSI coded Contact
Active w/o Placements - Vacancy Registered
Active with Placements - Vacancy Filled
“Client Status Override” Field
systems / TR - CLIENTS & BD
Accounts (Clients) - Key Points:
Specific Compliance required by client
Credit Check Status
Client/Account Addresses (Sites)
Billing Analytics
systems / TR - CLIENTS & BD
Adding TOBs to Accounts/Contacts:
There is a specific area in TR for you to record and reference all Terms of Business for a particular client/contact.
VIDEO TIME SEQUENCING
00:0000:17 00:3801:45
Introduction Demonstration Types of terms of business Demonstration continued
systems / TR - CLIENTS & BD
NEW CLIENT CONTACT
Key Client Contact Statuses:
Unknown - Client with no CSI coding
Creating a new client contact
Recruiter w/Placements – Vacancy Filled
Recruiter w/o Placements – CSI Prospect
“Client Status Override” Field
systems / TR - CLIENTS & BD
Target 20
CSI Coding & CSI Lists
This is a subset of your CSI list so you can carry out targeted BD activities with these contacts, ideally for a period of 3 or 4 months.
CSI is Huntress' way of categorising our clients through coding on our TR.
Account Addresses (Sites)
Billing Analytics
CSI (Client Segmentation Initiative) coding
A Clients
B Clients
B Clients are key target clients who are regular users of agencies but does not use Huntress yet and who we would call bimonthly.
A Clients are Huntress users that we call monthly.
C Clients
D Clients
C Clients are target clients that are not yet regular users of agencies and do not use Huntress yet and who we would call quarterly.
D Clients are extremely low users / nonusers who we would call annually.
Credit Check Status
Your target 20 is not to replace your CSI list but to help you efficiently converting clients you've identified.
Client Specific Compliance