Extending SageCRM - Account Manager Assignment

Nick Rainbird • January 12, 2021

SageCRM provides you with the standard functionality to assign an account manager to different types of company records such as a Prospect / Customer/ Supplier etc. The assignment of an account manager can be completed when a user creates a new company record and the default "Current User" field action is set up as shown below where the company record is then assigned to the user that created the company record or this can be manually set to be assigned to the correct account manager.

Account manager automatic assignment for Sage CRM

What happens if you want to be more specific in the assignment of your account managers in SageCRM based on the address location? e.g. assign an account manager based on the postcode area, county or country value entered within the default company address of your record.

We have created a configurable account manager auto assignment module where you are able to define which account manager should be assigned to a company when a company record primary address is created or updated based on a specific postcode area or address county.

An example of this would be if the company primary address record has a postcode which begins SW3 this will be assigned to account manager Melanie automatically as specified below.

If you do not want to be as specific with the postcode assignment you can assign the account manager using a different address value such as the county or even province / country field the same way or use both.

The assignment information is all held within the assignment module in SageCRM so can easily managed and updated through SageCRM when changes are needed and only accessible to users with the correct security access rights. The account manger assignment rules will also run when the company primary address is updated also.

This feature can also be extended to update other additional company fields for example the territory field can also be automatically populated as well as the account manager field based on the postcode entered or updated for the company business address and set within the assignment module.

If you have a sales administration team who are creating new prospect company information this feature can also be extended to send an email to the assigned account manager of a newly created prospect record so they are aware of this record and can be used if you are not using opportunity notifications to manage the prospect sales process.

There may also be an instance when you may want to be able to overwrite the assignment rules of an account manager as a company record maybe within a shared area or territory so we have also provided an option to "Overwrite Account Manager" which disables the rules against a specific company so the account manager can be updated and assigned manually.

If you would like to find out more about the assignment module then or require a demonstration please feel free to get in touch on 01494 490409 or email me at nick@rainbirdbusiness-solutions.com to discuss these further.

Until the next SageCRM Insights instalment keep safe and we will continue to help you unlock your success with SageCRM!

Nick

Entegraty Rainbird Business Solutions

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