As your customers move through the stages of the customer lifecycle their support needs are going to change. You’ll want to assign an account owner in ActiveCampaign to establish the responsibilities of your various team members and ensure each customer is set up for success.
There are a number of scenarios that would require you to change ownership or management of an account. When this happens, it’s important to execute a seamless internal transition with minimal disruption to your customers’ experience.
How can you make sure this happens? We’ve got you covered with a new automation action for updating account ownership.
Let’s say your customer engages with a particular campaign or their contact score changes – you may want to consider updating their account ownership from a marketing team member over to a specific sales development rep or account executive.
What about when a customer’s region or territory changes? You’ll be able to set up a trigger to automatically update the account owner for that particular region.
Another example could include an action or trigger that bumps a customer up to another plan tier – this action would provide an automatic way to ensure they receive the correct customer support by assigning the right account manager at the right time.
This is just one more example of how we’re making it easier for you to automate your business processes so you can focus on creating amazing customer experiences.