Task Management Software

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The term Management Dashboard defines a wide range of data reporting and visualization tools or dashboards that allow using various performance & efficiency measures to report on an enterprise’s ability to organize and coordinate its activities in accordance with certain policies and in achievement of pre-determined objectives. What is a Management Dashboard?
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In this Money Management Action Plan you can read a range of tips and suggestions that will help you manage your money in an effective manner.

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Home » Solutions » For Departments » Solution for Client Department » Client Department Staff
Client Department Staff  

Client Department Staff


Staff members of Client department
Experienced staff members of Client department are committed to achieving increased customer confidence, implementing client relations policies, developing customer delight programs, and getting new opportunities to address client requests and queries effectively and quickly. Typically, Client department includes the following staff members:

  • Client Account Manager is a person who provides leadership within Client department by organizing individual workloads for managing client accounts, developing plans and schedules, and maintaining optimum relations with identified clients to accomplish strategic business plans. Client Account Manager controls day-to-day activities of department staff members and serves as a link between Client department and all internal functional groups of company.
  • Client Account Supervisor (Client Group Manager) is a person who assists Client Account Manager with managing workflows in Client department. Client Account Supervisor helps conceptualize, develop, and implement a variety of client relations management programs and plans to improve customer recognition. This person organizes staff meetings, brainstorming sessions, and client account reviews to manage tactical matters linked to strategic business plans.
  • Client Account Specialists is a person who represents company and works directly with clients and customers.  Client Account Specialists create and manage client accounts, respond accurately to inquiries and complains through telephone calls and email/mail correspondence to ensure customer satisfaction in the best manner. They gather and analyze customer inquiries and feedback to identify root causes of customer problems and generate efficient solutions. Usually Client Account Specialists report to Client Account Supervisor.

Creating staff list for Client department
VIP Task Manageroffers powerful functionality to manage staff members of Client department. The software has Resource List view that you can use to create a staff list for your Client department and register new employees. By using Resource List view, you can create personal profiles for your employees and specify their names, job titles, email accounts, and telephone numbers. Each staff member of your Client department gets a user login name, password, role and permissions level to access the department database, manage tasks and review work schedules. For example, Client Account Manager can be assigned to ‘Manager’ role that gives maximum permissions to folders and tasks in the department database. Client Account Specialists can be assigned to 'Specialist' role to have permissions to specific folders and tasks only. You can use Roles Manager and Permissions Panel of the software to enable only Client Account Manager to make 'global' settings like editing permissions levels, managing user roles and changing the staff list of your Client department.

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