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CRM Basics: Defining Roles

Now that you have installed or are using Salesforce.com, SugarCRM or vTiger, all you have is a glorified address book.   Before you start adding users you need to set up the crm so it works for your business.

Start with roles definition.   Things like support person, marketing person and sales person.   Then the management.  Basically build out a ORD chart.   For each position figure out what they need access to, and what rights.   For instance a support person needs access to all accounts, but have read only (view) rights.  Not the ability to delete them.

I find it useful to have each level only able to view their items and those below them.  For instance a sales person should only be able to view their accounts.  A sales manager should be able to view all accounts below them.  It gets trickier when you have inside sales and outside sales.   I tend to put inside sales above outside sales typically because they support mutliple sales people.

And for those documents, accounts or whatever you want available to everyone, just create a level at the very bottom.  I tend to call the role documents or something like that. 


Nicolas Cary

Permission structures can be confusing and complex. Creating a user-team reflective of your company's reporting structure will help you get the most of your CRM. Stop by PipelineDeals to learn how to use our roles. We keep it simple. Execs see everything across the sales pipeline, managers can own a team of users, and basics only see their own contacts and deals.

This simple hierarchy helps companies get organized around their sales reporting and is reflected across the applicaiton.




You understand what I'm talking about. Nice plug about your product :). For a starter CRM I'm partial to vTiger which you can run for under $100 per year unlimited users.

Nick Johnson

I`d like to know the difference between vTiger and the SaaS I`m using currently: kpi.com
Let me provide you with some information about this software:
It`s a Simple ERP-Solution that is all-in-one. Business tools include Project Management, CRM, Accounting, Payroll, HR Management, Document Management, Task Management, Online Calendar so on and so forth.

It offers free trial package. How about vTiger? Is there a demo or free trial?

Thank you,

Nick Johnson

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