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Critical TAM accounts

1 min read

1) Imarticus (7764)

The major issue they face is Reports slowness and the other issues are with incorrect set up of automations.

POC:

1) Prerana 

Marketing Analyst


2) Sohail

AVP – Digital Marketing

Customer knowledge on LeadSquared: Rookie



2) Knowledge Hut (5291)

Mostly issues with mobile call recording

POC:

Venkat

Manager

Customer knowledge on LeadSquared:Rookie



3) Jigsaw (25820, 23967 and 25841)

Mostly issues with product slowness and incorrect set up of automations.

POC

Mahesh 

CRM Manager

Customer knowledge on LeadSquared: Intermediate


4) NestAway (30453)

Mostly issues with cron job in activity distribution and LAPPS failures.

Most of the automations were created by Success Team hence they look into the cronjob failure issues.

They use activity distribution and based on that automations are set up. After recent product update we have included activity distribution in automation. Devyani took a session with them to set up automations for activity distribution. 

POC

Shrung Mehta

Program Manager

Customer knowledge on LeadSquared: Full


5) IMT CDL (16010)

Mostly issues with lead duplicity. As they have a unique requirement to check duplicate leads based on a combination of fields (email+Course), Ankit from Success team removed uniqueness of all fields in their account.

Harshit written a LAPP which merges leads based on above combination.

POC

Rakesh

Management

Customer knowledge on LeadSquared: Intermediate


6) Lifecell (25577)

Mostly issues with deletion of unwanted users. They have a custom lead tab called appointments which works based on a webhook URL of their choice and it fails intermittently. 

Ananda Naik from solutions team works on their webhook URL and Anwar from Success team is in contact with Vijay.

Vijay don’t know anything about LeadSquared 🙂

POC

Vijay

Manager Digital Marketing and Tech Integration

Customer knowledge on LeadSquared: Rookie



7) Auxilo (25778, 30845)

Automation issues.

POC: Jyoti

Customer knowledge on LeadSquared: Full



8) Deltin (1631)

Pop-up issues with Ozonetel due to incorrect details

POC: Azalia

Customer knowledge on LeadSquared: Rookie


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