Advanced Security Framework for Multi-Subsidiary Sales

Client overview
A major HVAC company with a complex organizational structure of nine subsidiary companies. They operate across various locations, requiring a balance between centralized reporting and localized data privacy.

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.

Purple dotted diamond icon made of small gradient squares.

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

Salesforce Sharing Rules
Apex Managed Sharing
Custom Security Profiles

Secure Your Sales Data

Implement fine-grained visibility controls that protect your data while enabling teamwork.
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