TR - 8) Clients & client contact management
Marie-Claire
Created on November 6, 2023
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Transcript
Systems - TR
8. Clients and Client Contact Management
systems / TR - CLIENTS & BD
00:0000:5501:3902.0502:2102:55
Adding new client/accountFind a registered company numberAvoid duplicating accountsClient related listsClient statusRemove an account from TR
VIDEO TIME SEQUENCING
- Click “Create New” in the sidebar
- Navigate to the Clients Tab and click “New”
There are 2 options to create a new client account:
NEW CLIENTS / ACCOUNTS
systems / TR - CLIENTS & BD
“Client Status Override” Field
Active with Placements - Vacancy Filled
Active w/o Placements - Vacancy Registered
Target - Client with a CSI coded Contact
Prospect - Client with no CSI coding
Key Account (Client) Statuses
systems / TR - CLIENTS & BD
Specific Compliance required by client
Client/Account Addresses (Sites)
Credit Check Status
Billing Analytics
Accounts (Clients) - Key Points:
systems / TR - CLIENTS & BD
There is a specific area in TR for you to record and reference all Terms of Business for a particular client/contact.
Adding TOBs to Accounts/Contacts:
00:0000:17 00:3801:45
Introduction DemonstrationTypes of terms of businessDemonstration continued
VIDEO TIME SEQUENCING
NEW CLIENT CONTACT
systems / TR - CLIENTS & BD
“Client Status Override” Field
Recruiter w/Placements – Vacancy Filled
Recruiter w/o Placements – CSI Prospect
Unknown - Client with no CSI coding
Key Client Contact Statuses:
Creating a new client contact
systems / TR - CLIENTS & BD
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.
CSI Coding & CSI Lists
Target 20
Account Addresses (Sites)
Billing Analytics
D Clients are extremely low users / nonusers who we would call annually.
D 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.
B 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.
C Clients
A Clients are Huntress users that we call monthly.
A Clients
CSI (Client Segmentation Initiative) coding
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