Sales Enablement Team Member Option

As the main administrator, you can now assign users with " Admin " or "Enablement Team" (ET) access. Admin and ET are two different user types. Their roles are different because of the unique responsibilities involved. The main administrator will always have a higher authority.

An "admin" user is an administrator for your account and has some accesses that the ET user doesn't have. The admin user usually works with user management on adding, editing, removing users, etc. The Admin can change passwords for locked users or add and remove users from their organizations. The admin user can also purchase and remove add-ons like texting, voice recording, etc. Additionally, the Admin has full access to billing management.

An Enablement Team user has the sole purpose of "enabling" the sales team users. Some examples of this user’s access are:

• Run special reports
• Edit the playbook
• Data Integrity
• Issue NCN’s

They can run special reports focusing on sales team members' productivity, messaging, number of calls, and emails. For example, the sales enablement professional can report on a salesperson's "cadence," which means how many touches are being made to each prospect – and with daily activity reports – show how active the salesperson is with their calls, emails, texts, etc.

The enablement team user can also ensure that the salesperson has access to the correct content to respond to client objections. This user can also provide content that the salesperson will deliver to clients that match their purchasing journey.

The Enablement Team user also deals with data integrity to confirm all LRM data and reports are accurate; for example, if a salesperson failed to change the Account Type or log activity.

Enablement Team users also have access to create and issue NCN (non-compliance notifications) and alert users who might be making mistakes. This is a form of "on-the-job" training, so the salesperson knows what to do and what not to do.

Essentially, the Enablement Team user acts as an additional set of eyes for the organization that can help monitor their team and keep them within compliance. Other standard abilities include assisting with the Learning Management System management and Sales Asset Management.

To assign any of this access to a user, simply go to Administrator > User Management > Edit User. Once you are on the user's information, you can select if you want them to be "Non-Admin," "Admin," or "Enablement Team." Save this information, and your desired user will have the right access.