Advanced User Authority Tools

"As a company CEO, I need an efficient system to approve quotations to potential customers."

When receiving a quotation request, the CEO can quickly set markup tolerance levels for different staff members, ensuring that quotations are approved swiftly without the need for manual intervention. This streamlines the approval process, reduces delays, and allows the CEO to focus on strategic tasks rather than administrative paperwork.

"As CEO, I need assurance that sales are conducted within desired profit margins."

The CEO sets up a hierarchical approval system where different staff members are authorized to approve quotations based on preset margin thresholds. This ensures that sales are consistently made within desired profit margins, minimizing the risk of underselling and protecting the company's profitability.

"As a CEO, I want to delegate quotation approval responsibilities while maintaining control over margin thresholds."

The CEO establishes a hierarchy where entry-level CSRs (Customer Service Representatives), senior CSRs, and the sales manager can approve quotations up to certain margin thresholds, with quotations below a specified margin requiring direct approval from the CEO. This empowers staff to handle quotation approvals efficiently while ensuring that critical decisions align with the CEO's strategic objectives.

"As a CEO, I seek to enhance the company's responsiveness to customer quotation requests."

By implementing automated post-estimation approval controls, the company significantly reduces the time required for quotation approval compared to the previous manual process. This improvement in response time enhances customer satisfaction, increases competitiveness, and accelerates revenue generation for the company.

"As a CEO, I aim to optimize my time by focusing on value-added tasks."

With the burden of manual quotation approval lifted by automated controls, the CEO can dedicate more time to strategic planning, business development, and other high-value activities. This allows the CEO to effectively drive the company's growth and innovation agenda, contributing to long-term success and sustainability.