Logical organization of customer data mapped to sales CRM user roles
Sales CRM user roles, hierarchy
Roles, data access, functionality: how different organizational roles use Saleswah
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Versatile Sales CRM user roles to support enterprise selling
There are many job functions and levels that use Saleswah and thus we use many Sales CRM user roles to map their functionality to.
Saleswah CRM is a true B2B CRM. So, as it captures all human interactions to promote business and provide post sales support, it groups all contact records, activities and opportunities within “Accounts”- or companies with whom you are doing business.
Within the CRM the Accounts are managed by an “Account Owner”- typically a sales executive using the CRM to keep track of his sales territory where this Account lies.
Sales > User Roles
User roles in enterprise sales CRM
The sales hierarchy and user roles
There are 2 main sales roles in Saleswah Sales CRM.
One is that of the sales account owner- the frontline sales executive. Folks in this role have no one reporting to it. It manages one or more accounts, which is to say the following:
- It has visibility and edit rights to all the accounts it manages, including the “Contacts” who work in those accounts, all deals, tasks and appointments.
- It can perform pretty much all the actions in the CRM- except of course the admin tasks like adding products, users etc.
The other is that of a Sales Manager- this role has the same capabilities as that of the sales executive. In addition, because it may have sales executives reporting to it, all the data of the those executives are visible and actionable by him as well.
Free for 15 days. No credit card needed.