|
Topic |
Description |
|
KB Creation Date |
2nd Jan 2024 |
|
Account Name & list of all ORGIDs |
Aditya Birla: |
|
Customer point of contact Phone and Email |
Atisha.nandi@adityabirlacapital.com, shilpa.acharya@adityabirlacapital.com |
|
Multiple POC based on account and type of issue |
|
|
Customer business type (Example: Education, Fintech, insurance etc) |
Financial services |
|
Account hosted on dedicated infrastructure (managed by LS OR customer) |
LSQ infra |
|
TAM Engineer Phone & Email |
Arti Nakum and Rohith k: arti.nakum@leadsquared.com, rohith.k@leadsquared.com |
|
LS KAM – Phone and Email |
Nancy Bansal |
|
LS PS – Phone and Email |
Aashutosh and Prasad |
|
aashutosh.darekar@leadsquared.com, prasad.lanjekar@leadsquared.com |
|
|
Are we sending (MSR)month Support Stats / quarterly report to customer? |
Yes, we have to send monthly datadump of ticket with SLA |
|
Cadence call occurrence day? |
NA |
|
Core features used by customer |
API, Lapps, Automations, Forms, ADFS, opportunity |
|
List of third-party integrations in customer accounts. |
1. ADFS |
|
2. Custom UI |
|
|
List of custom implementations in customer accounts. |
ADFS for login, User related opportunity, custom report |
|
Top 5 issues/queries we receive from this TAM account. (With or without Ticket id optional) |
1. Report Not loading |
|
2. Location fetch issue |
|
|
3. Activity not reflecting |
|
|
4. Data discreptancy in custom report |
|
|
5. User not able to login |
|
|
Additional Note |
Mostly the location fetch requires to get on call and check user device permission. Login issues are usually because of incorrect password or users not created |
Thanks and Regards,
