Service Level Manager
What to Do After the Recent SLM Upgrades
The most recent update to the SLM was an enhancement to its filtering system. However, this change needs some user input before it can take effect in your system. Take the following steps on each user in your system: Navigate to the User settings ...
How to Create a Filter for a Custom Touch Type in the SLM
When you have had the BGM team create a custom Touch Type for you, you will need to create a Filter in order to use it. Go to the Service Level Management (SLM) workspace. Click the Touch Type filter. Select the Custom Touch Type. Click Apply. Click ...
How to Use Activities on the SLM Workspace
Activities help the SLM remember when each person needs each type of touch. When you create an activity, the SLM understands that you have a scheduled touch at that time, depending on the type of activity. When you complete an activity, the SLM knows ...
SLM Touch Types
Touch Types are the different kinds of interactions you have with your clients and prospects that are supported by the Service Level Manager. Each one represents a unique type of interaction. Personal Contact is a direct voice-to-voice conversation ...
How Activities Update the SLM
Updating the SLM with your activities follows a sequence: Enter an Activity that matches a Touch Type The Touch Status of the matching Touch Type will be marked as Scheduled, for the date of the matching activity. Complete the activity, and mark it ...
How to Set the Touch Targets in a Service Model
You can manually set the Touch Target dates in a Household’s Service Model. The Touch Target is the date you need to have completed that interaction by. To do this: Go to the Contacts workspace. Open the record of the Household whose Service Model ...
How to Filter the Service Level Manager
If you need to view your service touches based on those that are Scheduled, Unscheduled, Missed, etc., you will use Service Level Management. Go to the Service Level Management workspace. Select the saved filter of the Touch Type you are looking for. ...
G5 SLM Intervals for each Tier
Platinum Gold Silver Bronze Prospect Personal Contact Every 60 Days Every 90 Days Every 90 Days Every 180 Days Every 90 Days Portfolio Review Every 120 Days Every 180 Days Every Year Every Year N/A Birthday Lunch Every Year Every Year As Needed As ...
How to Set up the Tier and-or Service Level
To set or edit the Tier of a client, you will need to edit the client Household Click the ellipsis (three-dot) button in the client Household. Select Edit. You can either change the Tier to reflect their Wealth Tiers, or, if you want to retain ...
How to Edit Touch Targets in the Service Level Manager
To edit a Touch Target of a client, you will need to use the Service Model tile in the Household. Find the Service Model tile in the client Household. The default view will show you: Touch Type. Interval for this Household. When the next Touch is ...