Multiple accounts in the same operation, without mixing service or results
An agency serves brands, campaigns and operations with different channels, teams, volumes and metrics. Without clear organization, conversations get mixed up, handoffs lose context, reports require manual consolidation and users access accounts outside their operation.
When context
gets scattered.
An agency serves brands, campaigns and operations with different channels, teams, volumes and metrics. Without clear organization, conversations get mixed up, handoffs lose context, reports require manual consolidation and users access accounts outside their operation.
Without an organized operation, the team wastes time trying to understand the history, transfers conversations without context and asks again for information that was already in the conversation.
The flow gains
continuity.
Queues per client or project separate each operation. User and permission management controls account access. Tags classify sales, support, media, campaign and post-sales. Instagram can be centralized as a relevant channel and the mini dashboard tracks volume and performance per client.
More clarity at
every step.
One journey.
Several steps.
An agency serves three brands. The first uses Instagram for sales opportunities, the second concentrates support and post-sales, and the third gets spikes after campaigns. Each account has its own queue, users and tags. A handoff keeps the context and the manager tracks each operation's volume separately for the results meeting.