Before setting up a sales funnel in CRM, it is important to define user roles and access levels. Setting up access rights.
This will help avoid errors, accidental changes to transactions and uncontrolled data export.
Key questions when setting up rights:
- Who can edit trades?
- Which employees should see all department local marketing email list or company transactions, and which should see only their own?
- Who can change funnel stages?
- Who needs access to reporting and analytics?
- Who has the right to export the customer base?
Common mistakes when distributing access:
- Too broad access, meaning all employees can see and edit each other’s transactions;
- Excessive restrictions – managers cannot work with the required data;
- Lack of control over the export of the customer base.
Configuration recommendations: The optimal option for most companies is role-based access distribution.
For example:
- Managers – access only to their own transactions;
- Department heads – access to what makes a great blog? all department transactions;
- Finance department – access to payments, but no information about negotiations;
- Marketing – access to leads, but without commercial offers.
It is important to set access rights in advance to avoid problems when launching CRM.
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Fixing funnels in documents
For ease of implementation and further customization, CRM sales funnels should be recorded in a structured form.
The document must indicate:
- Funnel name (for example, “Main sales funnel”, “Rejection funnel”, “Upselling funnel”, “Dealer funnel”);
- Sales funnel stages and their description;
- Actions of managers at each stage;
- Possible automations.
How to Create an Effective Sales Funnel
For the funnel to work effectively, it is important:
- Clearly define its stages.
- Capture key points of the process.
- Optimize the funnel before implementation.
- Set up automation.
Proper preparation will make CRM taiwan data a truly working tool that simplifies and speeds up sales, rather than turning it into a formality.
Our specialists are always ready to help with this, suggest what to focus on in your case and where to find growth points.