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Case Studies

Use Case: Streamlining Account Leadership through Corvus Link

Writer's picture: Jamie RobinsonJamie Robinson

Meet Sarah, an account manager leading several consulting teams, each dedicated to providing unparalleled services to a client with multifaceted, cross-functional business operations. Managing such a diverse engagement requires efficient tools. But Sarah's current toolbox, filled with independent task management tools, spreadsheets, CRM software, and more, is disjointed. The constant juggling between different applications is draining her efficiency and affecting the quality of her client relationships. What Sarah needs is Corvus Link, a one-stop solution designed to handle these challenges.


Centralized Engagements Management


With Corvus Link, Sarah quickly finds her work simplified. Now she can capture all the engagement details in one place: from defining milestones, outlining objectives, identifying risks to designating the stakeholder groups involved. No more swapping between tools, Sarah can manage the work of her consulting teams in one tool.


Informed Decisions through Real-Time Dashboards


Sarah loves to keep her finger on the pulse of her consulting engagements, and Corvus Link's real-time dashboards facilitate just that. They offer a bird's-eye view of every aspect of her engagements. From identifying opportunity areas, gauging problem impacts, understanding stakeholder perspectives, assessing risk exposure, tracking project progress to evaluating lessons learned – everything is at her fingertips. These insights empower Sarah to take action where necessary and ensures she's always informed and ready to make strategic account decisions.


Storytelling with Storyboards


The storytelling aspect of account management is vital for Sarah. With Corvus Link's Storyboards, she can effortlessly monitor the progress of her engagements. Each storyboard is like a vibrant, interactive canvas that paints a picture of the engagement’s journey. It brings together visuals, video content, and workspace content, encapsulating the essence of the project.


Sarah finds that she can better present the engagement progress to her clients through these storyboards. This feature, previously requiring multiple tools and a lot of manual effort, is now a seamless part of her Corvus Link workflow.


In just a few weeks of using Corvus Link, Sarah realizes the shift in her work pattern. The unified interface simplifies her work and allows her to focus on what matters most – driving quality client relationships. The accomplishment isn't just in her enhanced productivity, but also in the enriched client relationships and the increased satisfaction she gains from her work.


Account Managers like Sarah can leverage Corvus Link to streamline their efforts, making it an essential tool for managing client engagements. The result is a simplified workflow, better decision-making, and enriched client relationships – truly a win-win solution.

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