Chartered Accounts (CA) can choose a partner for an experience such as product demonstration, installation assistance, training, and other queries at no additional cost while purchasing CA discounted license.
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Process flow for opting experience lead
All CAs are eligible to choose a partner for an experience while purchasing CA discounted license.
Product Experience lead will be generated and assigned to only Certified Partners who has opted for Experience lead in their portal under opt-in form.
● CA missed out to opt for Product Experience while purchasing the CA Discounted license online.
● CA opted for Product Experience by selecting the option Let TSPL Decide the Partner and the lead needs to be assigned to the partner who has already provided the services to the customer.
L1 Team need to validate the request received from CA before escalating it to L2.
● Request should reach us either from CAs registered mail id or on their company letter head with seal and signature.
● CA need to mention the serial number, MRN/FRN and the Partner details from whom they would like to get product experience or already received required service and support.
● Request is received within 30 days from the date of CA license purchased.
● Request for declaration on CA's Letter head stating that he has availed the experience (optional).
L2 Xperts Offline Team will re-validate and create Product Experience Leads manually from the interface and allocates to the requested Tally Certified Partner.
Ensure that: -
● Request has come from CA's registered ID along with the serial number, MRN/FRN and the partner details.
● Request received within 30 days from the date of CA license purchased.
● Request for declaration on CA's Letter head stating that he has availed the experience (optional).
● TallyCare Executive call the CA & validate the genuineness of the request. Record a Telcall interaction & then allocate Experience Lead (one call resolution).
L1 Team: 1 BHr
L2 Team: 4 Bhrs
Product BSS -> LMS > LMS Lead Allocation
Case 1 : CA missed out to opt for Product Experience (or) Product Experience lead allocation to the partner for the service received
Dear <Sir/Ma’am >,
Thank you for writing to us regarding Product Experience lead allocation (Serial Number: XXXXX) > or < Product Experience lead allocation to the partner for the service received (Serial Number: XXXXX).
Please send us your request either through your registered e-mail ID with ICAI or on letter head (duly signed and sealed) confirming your FRN/MRN.
Request should reach us within 30 days from the date from purchase of license << Date >>.
On receipt of the details, we will validate and allocate the product experience lead to the partner.
Case 2: Escalating to L2 Xperts team.
Dear <Sir/Ma’am>,
Thank you for writing to us regarding Product Experience lead allocation to the partner for the service received (Serial number: XXXXX).
We have escalated the ticket to Systems and Processes Support team. You will receive personal assistance from us (usually within 4 business hours).
L2 will validate the documents received and reply to the stakeholder case-wise.
