|
Topic |
Description |
|
KB Creation Date |
25th march 2025 |
|
Account Name & list of all ORGIDs |
Reliance: 75446,75553 |
|
Customer point of contact Phone and Email |
aniket.raorane@relianceada.com nitin.gupta@relianceada.com pradnya.kadu@relianceada.com amruta.nanal@relianceada.com ajinkya.modak@relianceada.com |
|
Customer business type (Example: Education, Fintech, insurance etc) |
Financial Services |
|
Account hosted on dedicated infrastructure (managed by LS OR customer) |
Managed by LSQ |
|
TAM Engineer POC |
Santhosh M Muttalageri |
|
LS KAM POC |
No KAM assigned |
|
LS PS POC |
Aashutosh Darekar |
|
Are we sending (MSR)month Support Stats / quarterly report to customer? |
Yes |
|
Cadence call occurrence day? |
Every alternative working day (Mon, Wed, Fri) |
|
Core features used by customer |
Opportunities, Lapps, Automation, API, Reports, Forms & Process, Custom UI |
|
List of third-party integrations in customer accounts. |
Lapps – Reliance Nippon APIs
|
|
List of custom implementations in customer accounts. |
Lapps, Custom UI, Portal. |
|
Top 5 issues/queries we receive from this TAM account. (With or without Ticket id optional) |
1. Discrepancy in Opportunity Creation | 75446 | RNLIC 2. Opportunity based error | 75446 | Reliance Nippon 3. Urgent: Custom Reports Section not visible to users | 75446 | Reliance Nippon Life Insurance 4. incorrect Opportunity import report || Reliance- 75446 5. The issue was that the leads were routed to different user via automation other than the user who had the lead in Reliance portal. |
