What is Ecanvasser's Organization?
Ecanvasser's Organization Account is the Enterprise platform that allows stakeholders of multiple accounts to receive an overview of their sub-accounts from one unified dashboard. It provides a holistic view of how the entire team is performing.
The example below is based on a National Organization account of a Corporate Sales Team:
As you can see from the above, there is sample data that has been populated into the Organization Homepage.
Each of these headings (cities in this example) e.g Cork, Limerick are broken into sections known as Divisions. As accounts differ in size and geographical location you might want to break your accounts into these to allow different regional breakouts of the state, country, land, nation, etc. You can then populate accounts specific to that division.
It will also give you a great breakdown, of contacts, houses, attempts, hit rate, and of course reception rating which will allow you to decide where to spend your efforts if a particular region is working better or worse than the other:
Understanding Permission Levels
There are three different permissions which are available with the Organization account:
Organization Owner
Organization Manager
Division Manager
Organization Owner
Similar to the account owner on a standalone Ecanvasser subscription, the Organization owner will have full rights to the Ecanvasser Web Application and Organization account including billing. You can also:
Review the sub-accounts associated with your Organization account
Manage access and permission levels of people who have access to the Organization Dashboard
Invite others to join as Organization Managers or Division Managers
Organization Manager
The person has access to all features like the Organization owner except queries in relation to billing and invoicing.
Division Manager
Anyone with this permission level will have access to the assigned division as per the example above In-House Offices 1 and all the associated sub-accounts under that division.
They will in turn have account manager access to each of the accounts.
Organization Analytics
Within the Analytics page, you can review cumulative statistics across all your accounts, either contrasting selected accounts or all your accounts in their totality.
Filtering options include:
Default to all accounts, or select a couple to contrast
Change what data point you wish to review
Select time-frame
Organization Dashboards
The Organization Dashboards page enables you to create Dashboards and Reports that give you an accumulated view of data from all your accounts within your Organization.
Filtering options include:
Divisions
Sub-accounts within your Divisions
Date Range
Customization
The Customize page might appear to be a similar setup as an individual account here at Ecanvasser. However, the key difference (and most powerful) is when you update the Customize page from an Organization account, those changes are reflected down to each sub-account you have associated with the Organization account.
This can dramatically reduce set-up time and provide unification across all of your sub-accounts.
Organization: Users
Here is where you can see every member who is part of the account as a whole, specific division managers, account managers, and individual organizers.
Learn more about Organization Users here.
If you would like to learn more, you can reach out to info@ecanvasser.com or support@ecanvasser.com