Personas in ADITO xRM
Here you will find all the relevant personas active in ADITO xRM, along with the typical tasks (topics) they handle using the system.
Using 🏷️ tagging, tasks and topic areas are assigned to the personas to provide an overview for each persona.
| Personas | and their tasks |
|---|---|
| Primary Users | |
| Sales Executive | Processes and qualifies opportunities, maintains customer contacts, and manages the sales process through to closure. |
| Marketing Manager | Plans and manages marketing campaigns, including mailings and events, analyzes campaign success, and manages leads. |
| Service Agent | Processes service requests and tickets and ensures fast and efficient customer support. |
| Project Manager | Plans, coordinates, and monitors projects, resources, and progress in the system. |
| Manager | |
| Head of Sales | Analyzes sales metrics, manages the sales team, and makes strategic decisions. |
| Head of Marketing | Defines market segments, marketing strategies, products, and prices; monitors KPIs and manages the marketing team. |
| Head of Service | Monitors service processes, optimizes workflows, and ensures service quality. |
| System Configuration | |
| System Manager | Configures the system technically and manages users. |
| ADITO xRM Consultant | Configures the system at the structural level and defines in particular permissions and role structures. |