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Centralize customer interaction data and control access data efficiently!
Customer Data Management is a Mekari Qontak CRM feature that allows you to centrally control and manage who has access to certain data within your CRM system. This data includes customer identity, customer interaction history and purchase history. This ensures that sensitive information can only be accessed by authorized users.
Customer Data Management enhances security by providing granular control over which users or groups can view, edit, or delete specific pieces of information. This helps prevent unauthorized access to your sensitive data.
Yes, with Custoer Data Management, you can create custom access levels tailored to the roles and responsibilities of different users or teams. This ensures that each user has the right level of access they need.
If there are changes in team roles or responsibilities, you can easily adjust the access levels within Customer Data Management. This flexibility ensures that access permissions stay aligned with organizational changes.
Yes, Customer Data Management is designed to be compatible with various security tools and systems. This allows for seamless integration with your existing security infrastructure.
Yes, you can request custom dashboards and reports based on the centralized customer data in your CRM. This allows you to get insights and analytics tailored to your specific business requirements.