CRM is used to strengthen the connection between clients and businesses or organizations. It assists the organization to understand its clients more intently, which encourages them in settling on better choices which leads to consumer satisfaction and extraordinary results. In this advanced period, running the business without using good customer relationship management software, it will be not good for you and for your customer. Our VS CRM solution we offer you at a cost-effective price. Now, let discuss the work of admin in the VS CRM system.
VS CRM admin manages the entire CRM system. Admin has full access to the CRM and they are the authorized person who can add/delete/edit things on CRM. Admin can hire ABM (Managers) and ABE (executive) for managing the work and admin will provide some rights to managers and executives.
- Add/Edit/ Delete customer from CRM
- Add/Edit/ Delete ABM & ABE
- Add/Edit/ Delete data
ABM (Area Business Manager)
ABM can see only those parts of the CRM which are allowed by the Super Admin. They can add executives under them so they can monitor and manage the activity of all the leads and salespersons under their supervision. ABM can view detailed reports of their team’s performance, track the progress of ongoing campaigns, and analyze sales data to make informed decisions. While ABMs cannot access other managers’ teams, they can generate insights and metrics for their area, helping streamline operations and boost productivity.
Key responsibilities include:
- Monitoring team activity and lead status
- Adding and managing executives under their supervision
- Generating performance reports for leads and sales activities
- Ensuring team targets and goals are met
- Collaborating with admin for escalations and approvals
ABE (Area Business Executive)
ABE works under the supervision of an ABM and manages the execution of tasks assigned to them. ABEs have access to only the leads and sales activities allocated to them, ensuring focused management and accountability. They can update lead progress, log interactions, and track individual sales performance, but cannot view or manage other executives in the team.
Key responsibilities include
- Managing assigned leads and clients
- Recording interactions and updating CRM data
- Reporting progress to their ABM
- Collaborating with team members on sales activities
- Ensuring timely follow-ups and lead conversions
