Decentralization According to the Company Model on CRM

Delegation of Authority Applied to Businesses on SuiteCRM

When it comes to implementing a CRM software system, one cannot ignore the issue of authority delegation. You will always encounter questions from customers at various levels, from administrators to managers to employees:

1. Will the company’s customer data be lost?

2. Who will be able to view my (employee’s) data?

3. I want the data from this region to only be visible to people in that region.

4. I want data from a specific branch to be visible only to that branch.

5. …

And there are many other issues related to authority delegation on CRM that businesses often face. This is inevitable and necessary because customer data is the lifeblood of every business.

When Discussing Authority Delegation on CRM, We Need to Distinguish Between Two Parts:

1/ Software Installed on the Server:

• The first concern is whether customer data will be lost. The key security factor is that the Server Administrator must regularly back up the data (daily, weekly, monthly, etc.).

2/ Authority Delegation on CRM Software: After ensuring the security of data on the server, the next issue is authority delegation within the CRM software.

Generally, There Are Three Levels of Authority Delegation:

• Access Rights: Users will be provided with a username and password to log into the customer management system.
• Action Rights: Once logged into the system, the user can perform specific actions such as add, edit, delete, import, export, or bulk edit data.
• Data Rights: This is where the question “Who can see my data?” is answered. (Do colleagues at the same level see it? Does my manager see it?). These issues depend on the authority delegation model that is applied in each company.

With the CRM software solution from CrmOnline, the authority delegation model can be applied based on region / branch and employee. The model has been customized on the SuiteCRM platform and has been successfully implemented for large customers in Vietnam such as: Nhất Tín Logistics, VNPost (Vietnam Post Corporation), Sovigaz, etc.

LONGPHAT CRM – A pioneer in consulting and implementing CrmOnline software specialized for businesses on the SuiteCRM platform in Vietnam.