The Competitor Feature is a powerful tool in the Empress software that allows business users to keep track of their competitors in a user-friendly way. This feature is part of the CRM module, which is designed to manage and analyze customer interactions and data throughout the customer lifecycle.
Introduction
In today’s competitive business environment, understanding your competitors is crucial. The Competitor Feature in Empress enables you to keep an eye on your competition by tracking vital information such as their names and websites. This ensures you stay updated on your competitive landscape and can strategically position your products and services.
Primary Functions and Benefits
The Competitor Feature allows you to:
- View information about your competitors in a list format. The list view includes the competitor’s name and their website.
- Edit information about your competitors. This function is crucial for keeping the data up-to-date.
- Sort your competitors. This function is useful for arranging your competitors in a particular order, such as by the date they were added or alphabetically.
- Track changes to your competitors. This function is beneficial for keeping a record of changes made to the competitor’s information.
User Roles and Permissions
Based on the user role, different permissions are granted. For example:
- The System Manager has complete access to create, read, write, delete, share, export, print, email, and report.
- The Sales User can create, read, write, share, export, print, email, and report but cannot delete entries.
How to Use the Competitor Feature
- Navigate to the CRM module in Empress.
- Click on the Competitor tab.
- Here, you can view your list of competitors. To add a new competitor, click on the ‘Add Competitor’ button.
- Fill in the competitor’s name and website in the provided fields.
- Click on ‘Save’ to add the competitor to your list.
- To edit a competitor, click on the competitor’s name, make the necessary changes, and click ‘Save’.
- To sort your competitors, click on the ‘Sort’ button and select your preferred order.
- To track changes to a competitor, click on the competitor’s name. Here you will see a ‘Track Changes’ tab where you can view all past edits and modifications.
Conclusion
The Competitor Feature enhances your business processes by keeping you informed about your competitors. This insight can help you make strategic decisions and stay ahead in the market. For additional assistance or more non-technical resources, please visit our Empress Help Center or contact our support team.