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katie_b
katie_b
Helper ⭐️
February 12, 2019
New Idea

Move Account CTA to Relationship (and vice versa)

  • February 12, 2019
  • 5 replies
  • 97 views
Our CSMs use Risk CTAs to track account and relationship level risks. We've implemented a process where our sales team checks an 'At Risk' box in Salesforce that translates into a Risk CTA for our CSMs. Sometimes these are created at the account level, but really only apply to one of the relationships. Is there a way for CSMs to assign/move an existing CTA from an account level CTA to a relationship?

      5 replies

      aditya_marla
      aditya_marla
      Helper ⭐️⭐️⭐️
      February 14, 2019
      Hi Katie,

      Thanks for sharing this. How do you decide initially, if a CTA has to be assigned to an account or a relationship?

      katie_b
      katie_bAuthor
      Helper ⭐️
      February 14, 2019
      For this particular example (Risk CTAs) we request that they be as specific as possible, but sometimes the initial risk is pretty vague...the customer is 'unhappy' so we may enter the risk at the account level assuming the entire account is at risk or churn. After diving into the issue and talking with the customer we realize only 1 of their teams/relationships is unhappy and the rest still love our product. In that case, we'd like to be able to move the CTA to the 1 relationship that is truly at-risk instead of saying the entire account is at risk.

      Katie Baker
        aditya_marla
        aditya_marla
        Helper ⭐️⭐️⭐️
        February 18, 2019
        Got it...thanks for sharing more details. One question, does this happen frequently ? Also is this always for Global CTA Types (i.e the ones that apply to both relationships & accounts?)

        katie_b
        katie_bAuthor
        Helper ⭐️
        February 18, 2019
        We haven't needed this much in the past, but I'd expect it more frequently with our new Risk CTA process. Most of our CTA Types are global, so yes, it would almost always be a global CTA Type.

        Katie Baker
        caitystark
        caitystark
        Contributor ⭐️⭐️
        July 31, 2024

        This is a great idea! We are having the same problem today, or where people simply forget. There are also scenarios where the entire account is at risk, so we would not want to require a relationship. 

         

        Caity Stark
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