CRM in Partner Center FAQ

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Who can see these new tabs in Partner Center? Can I change this? 

Yes, you can currently control who can see the new tabs in Partner Center for users with partner admin roles, here’s how:

  1. Navigate to the 'My Teams' Page:

  2. Edit User Settings:

    • Locate the user whose tab visibility you want to control.

    • Click on the row action menu (often represented by three dots or a similar icon) next to their name.

    • Select “Edit member” from the menu to modify their settings.

  3. Adjust Admin Permissions:

    • In the user’s settings, find the section labeled “Admin”.

    • Click on “Show more permissions” to expand the list of available permissions.

  4. Configure Specific Permissions:

    • You will see various permission settings. Focus on the following three to control CRM tab visibility:

      • Can manage contacts in the platform: Enabling this permission controls whether the user can see and manage the contact page, including the ability to create, edit, and delete contacts.

      • Can manage activities in the platform: This permission allows the user to create, edit, and delete activities, including tasks.

      • Can manage companies in the platform: By enabling this, the user gains or loses the ability to see the company page and to create, edit, or delete company information.

Adjusting these permissions will effectively control the user’s ability to view and interact with specific pages and features within the Partner Center, ensuring they have access to only the necessary tools for their role.

Does a contact have access like a user has access?

By default, a contact does not automatically gain access to the company’s Business App, however, you can easily provide them with access by sending an invitation. Here’s how to do it:

  1. Navigate to the Business App Instance:

    • Start by going to the company’s profile page that corresponds to the specific Business App instance you want the contact to access.

  2. Access the Contacts Section:

    • On the company’s profile page, look for the “Contacts” option in the association panel, typically found on the right side of the page.

  3. Locate or Add the Contact:

    • Search for the contact you wish to grant access to within the contacts list.

    • If the contact is not listed, click “Add Contact” to associate a new contact with the company.

  4. Send the Invitation:

    • Once you find or add the contact, check their information card for an “Invite to Business App” button.

    • If instead, you see a last login date, this indicates that the contact already has access to Business App.

Following these steps will allow you to manage access to the company’s Business App, ensuring that the right contacts have the necessary permissions.

Can I connect my calendar to this? 

As of now, direct integration of Calendly with our CRM is not available, however, exciting developments are on the horizon! We're planning to introduce a Zapier integration into our CRM in Q4 of 2023. This enhancement will open up a world of possibilities, including the ability to connect Calendly with the Vendasta CRM. Once this integration is in place, you'll be able to leverage a variety of automated workflows, such as:

  1. Contact Management:

    • Automatically create or update contacts in the CRM whenever a new meeting is scheduled through Calendly. This ensures that your CRM stays up-to-date with the latest client information and meeting schedules.

  2. Activity Tracking:

    • Seamlessly create or update activities in the CRM in response to new meetings booked via Calendly. This feature is ideal for keeping track of client interactions and ensuring that each meeting is properly logged and managed within the CRM system.

This upcoming integration represents a significant step forward in streamlining your scheduling and CRM activities, allowing for more efficient and automated workflows. Stay tuned for more updates as we approach the end of the year.

Is Sales & Success Center going away?

We will continue to support Sales & Success Center as of now.

Does the information sync between the new CRM and Sales & Success Center? 

Here’s how information syncs between the new CRM and Sales & Success Center:

Company - Account:

A company will always be created when an account is created. Most basic account information is one-way sync to the company except for “Assigned salesperson” which will sync two-way between the account and the company. The account group custom field is synced two-ways between the account and the company.

Contact, Users, and Contact in Sales & Success Center

A contact will always be created when a user is created. Contact information from the Sales Center will sync one way to contact.

Sales activities

Whatever is logged in Sales & Success Center will flow through to the new CRM, however, whatever is logged in the new CRM will not be logged back to Sales & Success Center.

Have we considered how white-labeling will work for existing Sales & Success Center users? 

Yes! White-labelling Partner Center is a consideration for the 2024 roadmap.

Why would I use companies over accounts right now?

In the future, we will integrate most of the account features into the company pages, streamlining the user experience, however, as of now, accounts and companies will serve different purposes:

  • Accounts: These are mainly used for handling your financial dealings within Vendasta. This covers billing details, product activations, and payment histories. To initiate these processes, you will need to create an account from the company if it has not already been created.

    Companies: These are centered on building and maintaining customer relationships. They help you track potential leads and manage ongoing client interactions through the activity timeline.

So, if your role revolves around administrative functions, handling billing issues, and managing orders, opt for Accounts. They provide the necessary tools for effective financial management and operational administration.

If your job is focused on generating new sales, nurturing client relationships, and growing revenue, Companies are more apt. They offer the resources and framework for tracking leads, maintaining client relationships, and boosting sales.

While we are moving towards integrating account features into company pages, currently, the choice between using accounts or companies depends heavily on your specific job functions. Accounts are tailored for financial and administrative tasks, whereas companies are ideal for sales, CRM, and revenue growth activities.

Learn more about the differences between accounts & companies.

 

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