TrackResults released a new role-based feature, “Dashboard user,” which allows web access directly to the dashboard reporting module.
The main purpose of this new role is to allow sales agents the ability to track goals and performance, add CRM comments, and using TrackResults advanced client lookup features, still protect compartmented information.
TrackResults says, “This limited role is a type of an introductory role to the sales agents, as they learn to track the Key performance indicators where the company wants them focused. Novice users can instantly access this dashboard from their cellphones, or any other mobile device. This role also allows the agents to “comment” on the current status of a client, communicating to other company staff very specific states of the existing lead, prospect or client.”
This is a great way for companies to take the first step toward cross communication and interconnectivity between staff.
