Manage sales teams effectively for IT Business with CRM

by Dquip Team · December 13, 2016

Managing people in your IT company & CRM:

Defining roles & responsibilities is a part & parcel of every employee your IT company has ever hired. But the real challenge is when you have a horde of employees. How do you maintain & manage who accesses what data? For e.g.: Should your new sales executive have the rights to fiddle with your product / service cost price? Obviously NOT!

Physically managing & keeping a close watch on your data security can be quite tedious. Wouldn’t it be simpler if you could just:

Feed access rights,
Manage the designation hierarchy and
Maintain complete confidentiality
Prevent any data loss when an employee leaves, all at once?

Download 100 Plus Features Of IT CRM

The user module in our IT CRM & many more features can help you manage your entire firm!

User module

This module lets you:

– Add new users in the system.
– Add and modify hierarchy of users.
– Grant access permissions to various crm modules.

10 Things you can do in user module:

1. You can add specific contact details of users & assign a role.

2. You can view all the user details.

3. You can map & manage the user hierarchy.

4. You can do the following from the list user module:
– Edit Profile
– Change Permission
– Generate & Send Password
– View User Hierarchy
– Add Department
– Add Designation
– Reporting Rights

Conclusion:

Want a demo run of our IT CRM? Click here!

More reads on IT CRM await you here.

Also find these modules – IT CRM

– Sales Target Module

– Lead Module

– Follow-Up Module (Calls, SMS, Mass Emails & Meetings Modules)

– Client Module

– Contact Module

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