WiredContact is an industrial strength low cost simple to use CRM system that users will want to use.
As with any software training is going to be important; because WiredContact is so flexible it is worth investing time to discover what makes it so simple to deploy.
As long as you have a written plan that is understood by your team and an agreement to support that plan with time, energy and budget then you will quickly reap the rewards of using one of the most Flexible CRM solutions available.
Permissions are assigned to Users regardless of the Licence assigned to the user, with this approach the users experience can be highly configured to support their job description, the function of the department and the level of security that needs to be applied at record level or field level.
Users can access the system using most devices, and can be assigned up to 9 levels of access as standard. The level of access can determine the features they have available to them. Line managers can easily be copied on the users activity levels during training periods.
Basic permissions are quickly set up for a user as show in the example below - however WiredContact is far more granular than standard CRM systems. Flexible and comprehensive permissions can be also be deployed when needed please call to discuss your specific scenario.
A users Permissions can increase or be restricted during a session depending on the type or records they are looking at, certain conditions about the record such as if it belongs to another department or if the person viewing has no need to see certain elements of the record.
The Permissions aspect of WiredContact is extremely flexible and robust enough that Banks are happy with it.
The Layouts in your business will differ from every other Company using WiredContact, you can have as many Layouts as you need to support different stages of a Clients engagement with you from Suspect, when the marketing department want to profile the entry, Prospect when they start to show interest in your service and finally as a Client when you need to track your service delivery.
Layouts can alter as a condition changes on a Contact or Company record to reveal additional "Tabs" to specific users.
How many do I need Only buy what you need there is no minimum or maximum
Named One key Assigned to a specific person who must always have access
Concurrent One Key Assigned to a Multiple people who may require occasional access - asigned to large numbers of people this approach significantly reduces the cost of ownership.
You have invested in a CRM system that can be made so simple anyone can use it - at the same time others in your team could be be performing the most complex tasks. Whether you are a Company of 2 or 2,000 WiredContact is robust scalable and extremely flexible
As long as you have a written plan that is understood by your team and an agreement to support that plan with time, energy and budget then you will quickly reap the rewards of using one of the most Flexible CRM solutions available.
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