Manage individuals in corporate client accounts along with their roles, relationships, and data permissions.
In wholesale relationships, buyers, managers, technical experts, finance officers, warehouse staff, and project stakeholders have different decision-making and transaction roles. The same person may have relationships with multiple customer accounts or branches.
Minerva manages personal records as separate identities from corporate accounts, while preserving roles, authorizations, and relationship ties. Contact information, preferences, permissions, and data usage purposes are monitored in accordance with relevant legislation and company policies.
Person and relationship management
Name, contact information, language, and job title.
Company, branch and department relationships
Decision-maker, buyer, billing or delivery agent roles
Its impact on purchasing and its position in the customer decision-making process.
Communication channel preferences and marketing permissions
Meeting, visit, offer and order history
Termination of employment, role change, and effective dates.
Data access, correction, restriction, and deletion requests
Strike the right balance between personalization and privacy.
Personal data may be used to improve the sales relationship; however, it must only be processed within the framework of defined purposes, valid permissions, and authorized users. The system should be able to show which data is used for which purpose and who made the changes.
Know the people in your customer relationships well; manage personal data with principles of trust, transparency, and purpose limitation.