We currently use CRM 2011 online but we need to separate the CRM for 3 business units.
- Each business unit will have their own sales process, Accounts, Contacts, products and price lists etc that is different from other business unit.
- only management can see all the business units and an overall sales pipeline.
- users from one business unit will not have access to accounts, quotes, cases created by other business unit.
I think we need to define unique processes but I believe we can tie them to an organization level status. I don't think CRM 2011 offers record type but we need to program this. What are some of the considerations?
or should we look at Multi-tanancy approach? If So, can someone point out how to set this up? Will the Management be able to see the Roll ups of all Business Units - in terms of sales pipeline -
if Multi-tanancy, then could we need to install on-premise?
Accounts & Territories: we need to categorize the accounts by Territory but be able to assign Territory for the business Unit. ie.
- Business Unit A will have different Territories - East, West and Central
- Business Unit B may have - North East, South Central, Mid West
- The accounts under these these territories may only be visible in the respective Business Unit.
Is it possible to structure accounts and Territories like this?
I know we can separate products with unique price-lists. Can we have different pricelist for each business unit that can only be accessed by the users correspond to the business Unit.?