Automatic alerts when there has been no meeting for an account

I would like to trigger an email to each KAM when a meeting has not been registered for an account for x amount of days/weeks/months.

In addition to this I would like to be able to take out frequent reports on these accounts.

Is this possible to do?

Parents
  • Perhaps you should articulate requirements more clearly 

    E.g. as a KAM I has to have at least one meeting registered (in terms of DateEntered and AssignedTo?) on (which StartDate?) in status (which status? held or planned? or whatever?) related to (Account ? or any Contact/Case/ect related to account?) in X days, where X is calculated from what starting point and for which entity? for the very each Account?

    From solution perspective, clarifying that may allow to calculate  the number of meetings that fall into the criteria for each Account regularly (daily?), and then escalate the Accounts with zero number of such meetings to KAMs - at the time of criteria control

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

  • Sorry! Let me try to explain

    So each KAM is responsible for several accounts with different relationships and relation status. Depending on status the KAM has a target to meet the account 1-6 times a year (meeting registered) 

    What I would like to do is to set a rule where each KAM receives an alert or an email saying that we need to schedule a meeting for these clients within this month OR an email/alert saying that these accounts are overdue. (no meeting has been registered within the target)

Reply
  • Sorry! Let me try to explain

    So each KAM is responsible for several accounts with different relationships and relation status. Depending on status the KAM has a target to meet the account 1-6 times a year (meeting registered) 

    What I would like to do is to set a rule where each KAM receives an alert or an email saying that we need to schedule a meeting for these clients within this month OR an email/alert saying that these accounts are overdue. (no meeting has been registered within the target)

Children
  • I've understood a common idea - we faced many times the generic task of controlling KAMs that should keep in touch with the very account assigned to them,  but "the devil in the details" when it comes to automation - the criteria should be defined to very values for getting the expected automation and  not to confuse staff with notifications

    Lets have one example

    Imagine I'm a KAM and try to keep an account base delegated to me under control, and A is the account I care of (assignedTo).
    And here is the data in the system:
    My last meeting status=held related to A account has startdate 2024-06-02
    Also I'm assignedTo for another meeting with a status=scheduled related to contact C of customer A (so meeting is indirectly related to A), the meeting was registered at 2024-06-11 to startdate=2024-07-02 

    Now, if my Sugar is set to check daily for alerts and no changes to that data happen in the system to the specified date, what notifications the system should sent to me (if any) on the following days :
    a) 2024-06-03
    b) 2024-06-04
    c) 2024-06-12
    d) 2024-07-03

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

  • Also, if i may, targets in the number of meetings do not help in meeting finance targets, cause for some unexperienced it takes 10 meetings to reach the finance target of developing customer, while other talents can make it with one meeting - motivation on meetings number KPI barely works and statistics shows performance which often does not correlate to outcomes. We'd  suggest relying on agreements concluded  with customer (so called covenants) and  helping customers to fulfill those covenants and create new one with KAMs efforts and estimate  KAM efficiency from there, rather then calculating the number of sometimes useless actions in KPI

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient