Platform / Accounts
Every customer in one place, with its full history.
An Account brings together a customer company, the people you work with there, the documents you have sent them, and the projects and work logs behind them. Every document an agent writes for that customer is filed here.
What an Account holds
Everything about one customer, kept together and filed to the right place.
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The people you work with at the customer, and whether they have joined Field Care.
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Quotes, proposals, trial requests and reports sent to this customer, kept with the account.
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The Dataroom files you have opened to this customer, in one list.
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Each site or deal at the customer with its history, and every visit, call and action linked to the account.
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A document an agent writes is filed to the customer's account only once your team approves it.
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Move a document to another account and its sharing turns off, so it never follows to the wrong customer.
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A document filed for a customer leaves out your internal sources and any other customer's records.
“We used to spend most of our time finding information and writing it up. Now Lubinpla works through the data and lays out the reasoning, so we read it and make the call.”
How teams use Accounts
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Prepare for a renewal
Review a customer's activity and open risks for the period before you meet.
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Hand over an account
A new rep reads the account's history instead of starting from scratch.
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Find what was sent
Open the last quote or trial request for a customer without searching email.
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Bring in a new contact
Add the person to the account and invite them to Field Care in the same step.
Turn technical reasoning into better results.