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features
design
support

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Description

Through comprehensive and user-friendly account evaluations directly within Salesforce, this innovative tool provides a distinctive management perspective on performance metrics for all significant accounts, while empowering strategic account managers with an optimal environment to navigate the intricate process of long-term account growth. The exceptional features of ARPEDIO Account Management include: - Seamless integration with Salesforce - Insight into your key account health score with comparative analysis across accounts - Prompt identification of any deficiencies in account assessments, accompanied by clear, actionable recommendations - Flexibility to adapt to any specific terminology and methodology. Furthermore, this tool integrates with our broader Account-Based Selling Platform, which also encompasses resources for Relationship Mapping, White Space Analysis, and Opportunity Planning, thereby enhancing strategic engagement with clients.

Description

Instilling Quality is a distinctive quality assurance tool designed to objectively evaluate and score the accuracy and comprehensiveness of follow-up actions on accounts, tailored by user. This tool is part of the Resolution Queue™, a proprietary and customizable workflow software from PwC for managing healthcare accounts receivable (A/R), but it is also available for separate licensing and can function independently based on user requirements. The Instilling Quality software randomly assesses the work done by collection specialists and assigns a numerical score reflecting the thoroughness and completeness of each account. Users can specify the exact criteria necessary for scoring accounts accurately. The quality review process is informed by a user score's rolling average over 90 days. As a result, team members with higher scores face a reduced number of accounts for review, whereas those with lower scores will have more accounts queued to ensure continuous improvement in the review process. This approach not only incentivizes quality work but also systematically enhances the overall efficacy of account management.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce

Integrations

Salesforce

Pricing Details

$25 USD/user/month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

ARPEDIO

Founded

2012

Country

Denmark

Website

arpedio.com

Vendor Details

Company Name

PwC

Founded

1998

Country

United Kingdom

Website

www.pwc.com/us/en/products/instilling-quality.html

Product Features

Account Planning

Account Segmentation
Account Tracker
Annual Account Plan
Communication Matrix
Competitor Stacking
Dashboard
Performance Metrics
Relationship Mapping
Trend Monitoring
White Space Analysis

Org Chart

Collaboration
Data Import / Export
Drag & Drop
Interactive Elements
Photos / Images
Publishing / Sharing
Templates

Product Features

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