I'm an Account/Relationship Manager, what is the best profile set up?

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Align your Artesian profile to your role to maximise the benefits you can gain from Artesian.

For AM/RM roles consider having Watchlists as below with different topic filters.

Consider having different filters on each list to assist you in responding to the different needs of your clients.

At Risk or High Touch customers should have the broader the filters, allowing you to have several engagement points with your customer.

Strategic Accounts apply select filters to have regular touch points that are meaningful.

Large or Low Touch Accounts apply a few key triggers to allow you to monitor the volume and also only have the key engagements you need.

 

Other options may be to align your Watchlists:

  • To the industries or sectors you work across
  • To the regions you work across
  • By group, add the parent and subsidiaries to the same list to review the company at a group level

 

You can also find a Resource Guide dedicated to Account Managers in the How to Guides section of the Artesian Academy.

For information on how to access the Artesian Academy, please click here.  

 

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