Surefire believed strongly in the ability to give customers the chance to control the experience from a role perspective. What this meant was that based on your role in Surefire, you would have a specific type of experience int eh platform. Where this was exceptionally powerful was with out enterprise users who wanted to control the feature sets and capabilities in the platform. In the screenshots provided, we showcase how to turn off and on specific features in teh platform in order to ensure accidental usage when working with borrowers.

Supporting enterprise users of a CRM platform is crucial for several reasons. Firstly, enterprise users often handle complex and diverse customer relationships, managing large volumes of data and interactions. By providing dedicated support, businesses can ensure that their CRM platform meets the specific needs and challenges faced by these users, enabling them to maximize productivity and efficiency. Secondly, enterprise users are typically responsible for driving sales, fostering customer loyalty, and maintaining long-term relationships. Timely and effective support helps them leverage the CRM platform’s features to their full potential, allowing for better lead management, accurate forecasting, and streamlined sales processes. Additionally, enterprise users often require advanced customization and integration capabilities to align the CRM with their unique workflows and systems. By offering comprehensive support, businesses can help these users optimize the CRM’s functionality and ensure seamless integration with other enterprise tools. Overall, supporting enterprise users of a CRM platform is essential for empowering them to achieve their business objectives, enhance customer relationships, and drive organizational success.