Make the Most Out of Your ERP Account Management Team

Make the Most Out of Your ERP Account Management Team   

By Katie Foley 

The ERP provider-client relationship doesn't end after implementation and go-live, rather it is just beginning. After the Implementation Team is done, the Account Management Team comes into play to manage the ERP provider-client relationship going forward. Today, we will take a look at the role of an ERP account manager and how you, the customer, can make the most of that relationship.

The Role of ERP Account Manager   

So what is an account manager? At the most basic level, the account manager is a company employee who manages the relationship with the company's clients. The account manager will be your go-to point of contact with your ERP provider - except for technical issues where instead the Support Team will be your first point of contact. 

Visibility account managers reach out to customers on a quarterly basis to check in. This call is completely optional, however it's a great way ensure you are making the best use of your ERP investment. Our account managers are also available in between quarterly calls as needed - our user friendly customer portal makes reaching out to your account manager easy. 

Typical topics of discussion on quarterly account management calls include: 

• Discuss customer's account in general and any business updates 
• Review new release features and release dates 
• Tell customer about any updates to customer portal 
• Inform customer of new Visibility or partner offerings 
• Provide customer conference updates 

The goal of these quarterly calls it to nurture the ERP provider-client relationship to ensure the client is happy with the software and to help the client reach any business goals through optimal use of the system. 

Optimize the Account Manager-Client Relationship

We encourage all of our customers to take advantage of this quarterly check in with the Account Management Team to ensure the customer's business goals are being met and to make certain the customer is up to date on all things Visibility. 

Our Account Management Team is always looking for ways to improve the communication between ERP provider and customer. Here are some tips for maximizing your relationship with your account manager: 

• Stay in Touch. We know you're busy, but if you can make time for your quarterly account manager check in we highly encourage you to do so. You may think you are up to date on all things Visibility, but we always have new releases and updates in the pipeline. 
• Be a Clear Communicator. Don't be shy! Let us know how you're feeling about the system. If you have business goals in mind, let your account manager know and she can help your team come up with a plan to turn those goals into reality. Keep a running list of questions or concerns you may have in between quarterly calls or feel free to reach out anytime. 
• Attend Customer Conferences. Work travel isn't everyone's favorite thing to do - we get it. Here at Visibility we try to make our annual event fun and a great return on investment. The Visibility Customer Conference is a great investment of your time and money as there is nothing quite like getting to interact with your Visibility account manager, support team, developers, consultants, partners, and fellow customers in person. 

Conclusion 

We hope that this overview on the role of an account manager and how to optimize the client-account manager relationship is helpful to our customer community. Our account managers are here to help you, the customer, reach your business objectives and maximize your return on investment.

Want to learn more about Visibility ERP? Reach out here to learn more or to setup a free demo. More information on our full lineup of services from support to technical services are available on our website.