The fundamentals of Kavkom user management
Kavkom user management is based on fundamental principles that guarantee optimal use of your CRM system. Our approach balances security, collaboration and supervision to meet the complex needs of modern CRM.
Understanding the different roles: Agents, Supervisors, Administrators and Owners
Kavkom offers a clear and efficient role structure:
- Agents: Access to essential information for managing day-to-day customer interactions.
- Supervisors: Ability to monitor team performance and intervene if necessary.
- Administrators: Global control of system parameters and user access management.
- Owners: Full access with the ability to define the company’s CRM strategy.
Each role has its own specific permissions, ensuring that users only have access to the data required for their function.
The importance of intelligent user management for your CRM performance
Well thought-out user management is the key to a high-performance CRM. It enables :
- Optimize workflows by assigning the right permissions to the right users.
- Guarantee the security of sensitive data by limiting non-essential access.
- Improve collaboration by facilitating the sharing of relevant information between teams.
- Monitor user activities in real time to identify opportunities for improvement.
How does Kavkom balance security, collaboration and supervision?
Our system offers a perfect balance between these three crucial aspects:
- Security: granular access controls and encryption of sensitive data.
- Collaboration: easy sharing of relevant information between authorized users.
- Supervision: Monitoring and analysis tools for supervisors and administrators.
With Kavkom, you benefit from a CRM solution that adapts to your organizational structure while guaranteeing effective customer relationship management.
Our flexible approach allows you to adjust roles and permissions as your business evolves, ensuring optimal use of your CRM over the long term.
Advanced customization of access and authorization
Kavkom gives you unprecedented control over access and authorization to your CRM, enabling you to tailor your system precisely to your company's specific needs.
Define customized privileges for each role
With Kavkom, you can create customized security roles that exactly match your organizational needs:
- Assign specific permissions to each role, from customer service to marketing professional.
- Adjust access levels for each CRM module, from dashboard to databases.
- Create hybrid roles for employees with multiple responsibilities.
Our system allows you to change these roles at any time, giving you day-to-day flexibility.
Protection of sensitive data: subscriptions, billing and customer information
Data security is paramount in customer relationship management. Kavkom offers advanced features to protect your confidential information:
- Encryption of sensitive data such as billing information and subscription details.
- Precise control over who can access, modify or delete customer data.
- Access logging for complete monitoring of data usage.
These features ensure that your data remains secure, even when accessed from a mobile application or external website.
Granular permissions management: who sees what and who modifies what?
Kavkom gives you extremely fine-grained control over permissions:
- Define access rights for individual fields in your CRM database.
- Assign read, write or modify permissions for each aspect of the system.
- Create security groups to simplify permissions management for entire teams.
This granular approach ensures that each user has exactly the access they need, no more and no less, optimizing the security and efficiency of your CRM.
With these advanced features, Kavkom offers you a level of personalization and security comparable to the best solutions on the market, while remaining intuitive and easy to manage.
Simplify day-to-day user management
Kavkom understands that effective user management doesn't have to be a burden on your IT team. That's why we've designed powerful, intuitive tools to simplify the day-to-day administration of your CRM.
Quickly assign and reassign roles via the group manager
Our group manager revolutionizes the way you manage user roles:
- Assign or modify roles in just a few clicks, without having to navigate complex menus.
- Create customized groups to reflect your organization’s structure.
- Apply modifications en masse to save time when restructuring.
This flexibility lets you quickly adapt your CRM to organizational changes, whether it’s a small team or a large enterprise using Sage CRM or Microsoft 365.
Automate access-granting processes
Kavkom goes a step further by automating certain aspects of user management:
- Define rules for automatic role assignment based on specific criteria.
- Set up workflows to manage access requests and approvals.
- Set up automatic permission updates when changing jobs.
These automations reduce the workload on your administration team while minimizing potential errors.
Monitoring and analysis of user activities for continuous improvement
To optimize the use of your CRM, Kavkom offers powerful tracking and analysis tools:
- Monitor user activity in real time via intuitive dashboards.
- Generate detailed reports on system usage to identify opportunities for improvement.
- Use predictive analytics to anticipate future needs in terms of user licenses.
These features enable you not only to guarantee the security of your system, but also to continually optimize its use to maximize your return on investment.
With Kavkom, managing your CRM users becomes a strategic asset rather than an administrative task. Our innovative approach lets you focus on what really matters: delivering an exceptional customer experience.
Integration and compatibility: the strength of the Kavkom ecosystem
Kavkom isn't just a powerful CRM, it integrates seamlessly with your existing technology ecosystem. Our holistic approach to customer relationship management enables you to create a seamless, unified experience across all your tools and platforms.
Multi-platform user management: from CRM to call center
Kavkom offers consistent user management across all your customer interactions:
- Synchronize user profiles between your CRM and call center systems.
- Ensure a smooth transition for your agents, whether they’re working in their CRM work area or on the mobile application.
- Manage permissions centrally for all your customer relations tools.
This unified approach ensures a consistent experience for your employees and customers, whether in customer support, customer service or sales.
APIs and customization options for specific needs
For companies with unique needs, Kavkom offers advanced customization options:
- Use our robust API to integrate Kavkom with your proprietary systems.
- Create customized extensions to adapt CRM to your specific processes.
- Develop customized integrations with other business-critical tools.
Frequently asked questions
Any other questions?
Consult our Online Help or Contact us
How can I customize a user's privileges in Kavkom CRM?
Kavkom offers detailed customization of user privileges. In the administrator area, access user settings. Here you can assign specific authorizations such as campaign management, file export, access to agent monitor, or the ability to make manual calls. Simply tick the appropriate boxes to activate these privileges.
What different connection methods are available to users?
Kavkom is designed to integrate easily with your existing CRM, allowing you to centralize your communications and improve productivity. Our equa
Kavkom offers several connection methods to suit your needs:
- Integrated Webphone: uses the computer’s speaker and microphone via the browser.
- SIP phone: for users with a physical or software SIP phone.
- SIP address: for those with a SIP extension on an existing telephone system.
- Dial-In telephone: the user dials a local access number with an identification code. Choose the method best suited to your infrastructure and your users’ needs.
ipe of developers is available to assist you with integration, guaranteeing fast, effortless implementation. This integration enables more efficient call management, better analysis of customer interactions and optimization of your sales strategies.
How can I customize the user interface for different roles?
In the “Tabs and Appearances” section of the user settings, you can show or hide various functionalities for each user. For example, you can choose whether or not to display the dashboard, the “List” menu, the send e-mail button, or even the customized qualification options. This allows you to adapt the interface to the specific needs of each role in your organization.
How can I track user activity in CRM?
Kavkom offers several tools for monitoring user activity. You can view each user’s recent calls, access the list and recordings of their manual calls, and view their productivity if you have the appropriate privileges. In addition, the “Show Productivity” option in user privileges allows you to grant access to agents’ productivity data.
How do I delete a user from the Kavkom system?
To delete a user, access the user settings in the administrator area. There you’ll find an option for permanently deleting the user. Please note that this action is irreversible and will delete the user from your server. Please ensure that you proceed with the deletion before confirming.
