Recurring Actions vs. Service Monitor
How can you use AdvisorEngine CRM to help automate your tasks and reminders so neither your clients nor important tasks fall through the cracks? The name of this game is automation. There are two features in AE CRM that will help to remind someone about a recurring task: Recurring Actions and the Client Service Monitor.
Trying to determine which one is right for your firm? Both. There are some tasks that recur on a specific date, and for those reminders you want to use Recurring Actions. There are some tasks that need a little flexibility when completing, and for these reminders you would want to use the Client Service Monitor.
Below are examples of tasks that would be best suited for each option.
Service Monitor Overview
The Service Monitor is a tool designed to automate Actions at specific intervals in order to help you keep on top of client service interactions. As a very powerful tool, it takes some front-end learning and setup to maximize its use. Taking the time ...
Recurring Actions Overview
Recurring Actions are one of the AdvisorEngine CRM components used to automate Actions at regular intervals. See Recurring Actions vs Service Monitor to see if your needs are best served by Recurring Actions or the Service Monitor. Recurring Action ...
Service Monitor Setup: Overview
Setting up the Service Monitor in AdvisorEngine CRM is a relatively straightforward process within the program itself. However, before entering data into the system, much of the actual setup will come in the form of planning exactly how you want to ...
Service Monitor Setup: Assigning Service Levels to Records
Before assigning Service Levels to Records, you must first have completed the previous steps of setting up the Service Monitor. Be sure to review the Service Monitor Setup: Overview to gain an understanding of how each part works and what needs to be ...
What Is an Action? Actions are an extremely powerful and flexible component of AdvisorEngine CRM to help you track everything you’ve done. The short definition of an Action would be “Anything you do on, or behalf of a Record.” As such, every Action ...