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Account Information – Angel Broking

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Topic

Description

KB Creation Date

 3rd Jan 2024

Account Name & list of all ORGIDs

 Angel B2C (39660), Angel B2B (50556) , Angel MF (54125) & UAT account (60214)

Customer point of contact Phone and Email

 shirshendu.bhattac@angelbroking.com
 sneha.mambully@angelbroking.com

Customer business type (Example: Education, Fintech, insurance etc)

 Security/Financial Assets

Account hosted on dedicated infrastructure (managed by LS OR customer)

 Managed by LSQ

TAM Engineer POC

 Rupali Tiwari 
rupali.tiwari@leadsquared.com 

LS KAM POC

 Apoorva Joshi
apoorva.joshi@leadsquared.com 

LS PS POC

 Prasanth Battina
prasanth.battina@leadsquared.com

Are we sending (MSR)month Support Stats / quarterly report to customer?

 No

Cadence call occurrence day?

 Wednesday

Core features used by customer

 Telephony, Lapps, Automation, API, Batch Jobs, Reports, Connectors (TechAlpha SMS Connector, WhatsApp, Custom Menu for WebApp, UTC)

List of third-party integrations in customer accounts.

 Telephony Provider (Exotel)
 LSQ – Ryng Integration

 

List of custom implementations in customer accounts.

 Lapps, Batch Jobs.

Top 5 issues/queries we receive from this TAM account. (With or without Ticket id optional)

 1. Login Issues (ADFS related).

 2. Telephony related issues(call logs not posted).
 3. Automation related issues(distribution of leads).
 4. Lapps related issue(custom implementation).
 5. API related issues.

Additional Note

 Angel Broking is one of the Top 5 accounts in terms of ticket flow. Usually, we can expect tickets from API & Automation module. They are heavily using API , Automation & Lapps for their day to day operations and Reports for their internal auditing purpose.



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