- Enterprise Applications
Advanced Security Framework for Multi-Subsidiary Sales
The Challenge
Navigating the sales landscape across nine different business units required a sophisticated approach to data security. While representatives needed to keep their pricing proposals private to protect sensitive information, the organization also recognized the need for teamwork — ensuring that sensitive pricing and customer data were only accessible to authorized individuals..
The current environment could not handle this level of selective access, making it difficult to keep data safe while still allowing for the necessary sharing between branches.
The Prudent Solutions
To address this, Prudent customized Salesforce to implement a robust, multi-layered security framework. We moved beyond standard roles and permissions to provide fine-grained control over quote visibility. Each sales representative was empowered to manage who could view their specific quotes.
We built a “selective sharing” feature that allowed reps to grant access to specific peers or subsidiary branches on a case-by-case basis. This approach perfectly balanced the need for total confidentiality with the functional requirement for collaboration. The solution ensured that while the organization remained unified on one platform, the proprietary data of each subsidiary remained protected.
Business Outcomes
- Empowered sales teams with total control over quote visibility and data privacy.
- Protected competitive advantages by securing sensitive pricing and customer information.
- Fostered better collaboration across subsidiaries through secure, selective sharing capabilities.
- Enhanced organizational trust with a robust security framework tailored to a multi-subsidiary structure.
Specialized Skillsets Sourced
Secure Your Sales Data
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