Permission-based access

Access relevant data

To work efficiently, sales staff – and, where appropriate, partners such as distributors – need to access data that is relevant to their territory and product responsibilities. However, it is important that documents such as sales forecasts, opportunity details and related proposals, emails, documents and contracts are only shared with authorized users.

Sales Manager Project Permission

Sales Manager Project Properties

Territory & Project

With Claromentis Sales Manager, access to sensitive data is controlled according to a user’s territory and the project type he or she is working on. By combining totally scalable permission structures based on territories and project types, the solution automatically determines which information to make available to the user.

Tailored view

Just by logging into the system, senior managers with responsibility for multiple business lines in multiple locations will automatically be able to review and work with relevant data and forecasts. In the same way, country managers will only see information relevant to their own territories, and business line managers will see a tailored view of how their products and services are performing across different territories.

Advanced Permission

Flexible Permission System enabling company and contact data to be made
available to the people who need it.

Flexible Permission

The permission structure within the Claromentis Sales Manager application is extremely flexible and easy to administer, enabling company and contact data to be made available to the people who need it, as and when required. In addition, by combining auditing features provided within the Claromentis Portal environment and reporting functionality within Claromentis Sales Manager, administrators can generate usage reports by user group in any required format.

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