case study

Automation of Account Management and Renewals

  • Industry: IT / Software
  • Implementation Cycle: From concept to solutions build took 2 Months
  • Environment: Subscriber based Service Cloud, hosted on & Windows


Alter Point Inc in Austin, TX is a private company categorized under Prepackaged Software. It has a globally wide spread network of client and services.


  • Time taking and monotonous process of Accounts Assignment and transfer on mass basis.
  • Untracked and Manual process of Account Managers Daily Activity
  • Manual process of Daily follow ups
  • Unordered Management of Renewals
  • Manual and time consuming process for generating weekly reports.


  • SaaSFocus Consulting provided a Salesforce based solution to automate the Account Manager’s workflow . This also helped in tracking the tasks performed by account managers.
  • Developed a tool in Salesforce to manage the mass assignments and transfer of accounts based on Account Manager Region and Language Preference.
  • Implemented an automated renewal process which helps in managing and prioritizing renewals in chronological order.
  • Structured design of automation resulted in easy and accurate population of data in reports.


  • Benefits realized were increase in the efficiency of Account Managers.
  • Monitored work process on the basis of reports
  • Easy calculation in Account Managers efficiency and rankings. This resulted in proactively transferring and managing accounts.
  • Unmissed renewals due to auto generation of renewal follow-ups.
  • Measurable Performance Tracking of Account Manager


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