Enhancing Account Personalization with Bosseo CRM
The much-anticipated update to Bosseo CRM allows you to customize the default names for new SaaS accounts. This recent enhancement lets you select how new SaaS sub-accounts are named. Previously, the names were automatically generated based on a standard naming convention, but now you have complete control over how they are labeled when customers register through your HighLevel funnels. This feature adds an extra level of personalization and organization to your CRM system, making it even easier for you to identify new accounts at a glance and manage your customer base more effectively.
Moreover, you have two exciting options to choose from when it comes to naming your new accounts. In the SaaS Configurator under the Advanced Settings and Onboarding section, you can decide to either use the Company Name – where the account will be named after the name of the business entered during the signup process, or adopt the Customer Name + “’s Account” style, the current default style which labels the account based on the name of the customers. Furthermore, if you’re using an external checkout system, you still have the ability to use the ‘Company Name’ option. To do this, you just need to ensure that your checkout sends a `companyName` value in the subscription metadata.
Use Cases: Industry Specific Applications
Home Improvement
For businesses in the home improvement industry, client relationships and project details are paramount. Customizing default names for new SaaS accounts can streamline how these businesses keep track of numerous ongoing projects or client engagements. By choosing to name accounts based on a client’s business name, home improvement companies can easily catalog customer projects or manage different contractors involved in a project, allowing for a more streamlined overall management experience.
Lawyers and Legal Professionals
In the realm of law, details and confidentiality reign supreme. Legal firms and individual lawyers can benefit from this naming customization feature by organizing accounts based on either the firm’s name or the lead lawyer’s name. This can help simplify and streamline account searches, making case management more efficient. Law professionals handling a multitude of accounts can now rapidly identify and access client data, thereby improving response times and maintaining client satisfaction.
Medical Practices
Medical professionals and practice managers operate in environments that require precision and efficiency, often dealing with numerous patients and specializations. Having the option to label new accounts by business name is invaluable as it supports patient confidentiality and compliance with healthcare regulations. Moreover, this customization allows different departments within a healthcare facility to sort records efficiently, facilitating quicker access and resource management.
Benefits of Account Customization
- Now customize the default names for your new SaaS accounts.
- Choose between ‘Company Name’ or ‘Customer Name + “’s Account”’ as your new account name.
- Have more control and efficiency over your account management system with personalized naming.
- If using an external checkout, still utilize the ‘Company Name’ option by ensuring your checkout sends a `companyName` value in the subscription metadata.
By enhancing the customization capabilities of account naming, Bosseo CRM provides a significant improvement in how businesses across various industries manage and interact with their clients. This functionality not only improves identification and retrieval of account information but also supports the unique workflow requirements of different sectors, ultimately fostering a more organized and efficient business process.
