Data Security
Complete customer data are available in single screen for any time access. CRM provides comprehensive access rights for screens, data & reports. Access rights definition can be limited to individual users, group users. Also leads can be reassigned to any other sales person if a sales person resigns his job. Organizational structure definition helps to present simplified data view as per designation. All screens have filters for viewing customer data as per user preference
Key Features
- Access rights for screens, data & reports
- One click lead mass reassignment in case of sales personal resignation
- Access rights definition limited to individual users, group users
- Simplified data view as per designation in organizational structure
- Filters for viewing customer data as per user preference
User Administration
User Management - User details, contact details, access, profile settings
Profile - Sales, support profiles & screen views & rights
Roles - User role, role hierarchy
Groups - Sales Group, Support Group for team activities
Organization-level Access Control
- Reporting structure
- Data flow based reporting structure
- E.g. Manager can view his team data - But can't view other department data
- Sales executives can view his data but not team's data - But can assign tickets, view tickets of other users pertaining to his accounts
- Simplified data view as per designation in organizational structure
- Filters for viewing customer data as per user preference
Screen Level, Data level access Control
- Security to allow, block screen access
- Individual data level access
- Action level permissions
Tools
- Audit Trials
- Login History
- Database backup, restore options
Sales Force Automation
Support Automation
Marketting Management
Reporting & Analytics