New employee or intern joins your team and immediately gets access to all the customers, leads and reports? That is how your company’s most valuable asset – customer database can be exposed to third party leaks!
SalesDrive allows you to grant access to leads, contacts, calls and reports to any extent desired:
New managers only get access to their own leads/contacts/calls.
Senior managers can monitor lead processing, phone call records, and their subordinate managers’ performance.
Sales division manager and director have access to full information on each manager.
Director and system administrator have access to settings, website integration and telephony.
SalesDrive has very flexible access settings, hence access restrictions will not cause complications in work process. You will not face challenges in following situations:
Manager goes on vacation or resigns and his leads need to be transferred to another manager.
Managers are covering each other’s shifts and need access to each other’s leads/contacts.
Two managers are working different leads from one customer.
Protect your client database and your company’s inside information!