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Territory management on SugarCRM 7.x

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This solution is in continuation to full article written at http://www.veonconsulting.com/territory-management-solution-sugarcrm/. Teams are always organized as per geogprahy or territories. Hence control on information access is also essential in a similar fashion else there could be channel conflict.

Have total control of who sees what within SugarCRM. You can also run multiple divisions of a company within the same CRM instance.

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Territory management on SugarCRM 7.x

  1. 1. TERRITORY MANAGEMENT ON SUGARCRM 7.X VEON CONSULTING | THOUGHT LEADERS IN CRM CONSULTING FOR SMALL ENTERPRISES TERRITORY MANAGEMENT DEMONSTRATION
  2. 2. VEON CONSULTING | THOUGHT LEADERS IN CRM CONSULTING FOR SMALL ENTERPRISES OVERVIEW A QUICK Solution Brief Walk-Through with Explanation Benefits Reach Out INTRODUCTION
  3. 3. VEON CONSULTING | THOUGHT LEADERS IN CRM CONSULTING FOR SMALL ENTERPRISES TERRITORY MANAGEMENT - SOLUTION BRIEF SOLUTION A BRIEF ON Sales Information must reach the right stakeholders. Usually this should be in a manner which reflects the reality on ground. Sales team are organized across geographies / territories. Therefore, data access must remain in the same manner.
  4. 4. VEON CONSULTING | THOUGHT LEADERS IN CRM CONSULTING FOR SMALL ENTERPRISES USA ACCESS ACROSS Sales head has access across the country. Information access is complete. He can view information for all the sales representatives. TERRITORY MANAGEMENT SOLUTION - SOLUTION WALK-THROUGH
  5. 5. VEON CONSULTING | THOUGHT LEADERS IN CRM CONSULTING FOR SMALL ENTERPRISES TEXAS ACCESS ACROSS Regional head has sales access to Texas. Information access limited to all information within TX. He can view information for sales reps within TX. TERRITORY MANAGEMENT SOLUTION - SOLUTION WALK-THROUGH
  6. 6. VEON CONSULTING | THOUGHT LEADERS IN CRM CONSULTING FOR SMALL ENTERPRISES TEXAS ACCESS ACROSS Regional head has sales access to Texas. Information access limited to all information within TX. He can view information for sales reps within TX. TERRITORY MANAGEMENT SOLUTION - SOLUTION WALK-THROUGH
  7. 7. VEON CONSULTING | THOUGHT LEADERS IN CRM CONSULTING FOR SMALL ENTERPRISES HOUSTON ACCESS WITHIN Sales can view information within Houston. He cannot view information at higher level.  TERRITORY MANAGEMENT SOLUTION - SOLUTION WALK-THROUGH
  8. 8. VEON CONSULTING | THOUGHT LEADERS IN CRM CONSULTING FOR SMALL ENTERPRISES TERRITORY MANAGEMENT - BENEFITS OF THE SOLUTION BENEFITS The solution helps you to gain control and organize your sales effort in a streamlined manner. It also helps you to minimize sales conflict and have best possible ROI on your sales effort
  9. 9. TERRITORY MANAGEMENT - REACH OUT VEON CONSULTING | THOUGHT LEADERS IN CRM CONSULTING FOR SMALL ENTERPRISES WWW.VEONCONSULTING.COM REACH OUT AT

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