Hello, this is Matsubara, CRM Evangelist.

A screen with too much information is not good for anyone.

What would happen if you gave a new sales representative a CRM screen that shows them cost information intended for management, as well as contract terms from other departments, all in one place?
In many cases, people end up feeling overwhelmed by the sheer amount of information and unsure of what to look at, ultimately only using a limited number of items.

Conversely, a system designed in such a way that agency representatives can see all internal projects increases the risk of information leaks.
EMOROCO CRM Lite's security role and form permission management feature is a mechanism for designing "who can see what and to what extent" for each role.

Set security roles for each form.

EMOROCO CRM Lite allows you to create multiple forms for a single entity and assign security roles to each of them.
For example, you can use different forms like the following:

• Administrator form: Access to all items
• Sales representative form: Only the items necessary for inputting and viewing the projects you are in charge of.
• View-only formEditing is not possible; only viewing is available.
• Agent Form: Display only information relevant to our company.
• Portal integration form: A dedicated screen for customers to access from the portal themselves.

Even when dealing with the same "project" entity, the visible items and the scope of actions that can be performed automatically switch depending on the role of the logged-in user.

The effect of showing only the necessary information

There are two main benefits to displaying different forms depending on the role.

Preventing input errors: Since items that don't need to be touched don't appear on the screen, the risk of accidentally entering irrelevant values ​​is reduced.

Preventing unnecessary information access: Information that should not be shown depending on the role, such as cost information or internal company-only memos, can be prevented from being displayed on the screen in the first place. A key feature of EMOROCO CRM Lite is that permission settings can be configured not only at the "access control" level but also at the "screen design" level.

Compatibility with agency and OEM development

Distributors and OEM PartnersThis feature also plays an important role when deploying EMOROCO CRM Lite.
You can design a user interface that suits each stakeholder, such as providing an agent-specific form that only shows projects related to your company to agent representatives, and a portal integration form for end users.
This allows us to create a situation where "the world looks different depending on one's perspective, even while using the same foundation," without requiring individual development.

Designing permissions is the foundation for successful CRM adoption.

By ensuring input quality through validation settings and limiting the functions used in system entity management —combining the no-code design mechanisms described so far with security role and form permission management—we can create a CRM that is "easy to use for everyone and secure."

Instead of providing everyone with the same screen, we provide screens that are appropriate for their roles.
This is a subtle but crucial design element that, separate from the abundance of features, determines whether or not a CRM system will be adopted by the field.

EMOROCO CRM Lite costs ¥1,500 per user per month (minimum 3 users) and has no initial setup fee, with a 30-day free trial.https://www.emoroco.com/You can start from there.
IT implementation subsidy eligible tool number: DL07-0022934.

We also offer a monthly newsletter, "ARCUS NEWS," which provides updates on EMOROCO CRM Lite and other useful information for CRM operations.
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Additionally, we publish useful articles about CRM 4.0 on note ( https://note.com/arcuss_crm ), so please check them out as well.

Related article

• Validation Configuration Function Guide
• System Entity Management Function Guide
• Seeking agents and OEM partners