How can I set up B2B2C hierarchy in CRM, think of it as a franchise based business where each franchise has its own employees, customers/leads/accounts/deals etc. Franchise employees can login and manage their leads, contacts and deals and we at the top of hierarchy can see all franchises and aggregated the data. Does Creatio CRM supports this by default and if not then can we customize and supports it. We need this B2B2C hierarchy for all marketing, sales and service. Please suggest.
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Hello Gaurav,
Unfortunately, our platform does not have any presents for such projects.
Although, it is possible to achieve such configuration by setting up roles and distributing the access to the system between your customers.
For example: You can branch out the access in the way that only certain users will full access to all the data on your instance while "franchises" will be able to access the information only related to them.
Thank you,
Artem.
Artem,
Thanks for providing that information, but what is going to be name of entity/object which will represent a Franchise/Partner in creation CRM, I can see Partnerships, Accounts etc but not sure it can be used to represents a franchise or not. Also can we achieve the flexibility of assigning a lead, deal to a user where dropdown will only show the users/employees of that franchise not all users in system. We can filter by franchise, means can see all leads, contacts, deals etc for each franchise and so on. Can we customize the Creation CRM which means all sales, marketing and service to this much extent or its too much to do, I mean adding new tables/entities or columns in user tables etc. Please suggest.
Take a Look at this franchise management app developed on Creatio CRM. Here is the link: https://marketplace.creatio.com/app/franchise-management-creatio
Harold Busby,
Thanks for providing that link, I have installed this app but not sure what is entity for franchise in this app, can you please share some link to its documentation so that I can understand it.