验证：适用于存在内部竞争的组织的客户关系管理系统
1 分•作者: Yaswanth21•22 天前
大家好，我在这里是为了征求大家对一个我正在开发的 CRM 的意见。<p>字段级安全
我正在开发一个 CRM，其中我添加了角色管理功能，允许对记录进行字段级可见性控制，超越默认的查看权限。在传统的 CRM 中通常完全隐藏的记录，现在可以以最少的字段显示，并且可以根据角色进行配置。常规的 FLS 仍然存在，但传统 FLS 的问题在于，即使对于您拥有的记录，它也会限制字段。<p>个人和组织 CRM
用户可以拥有一个个人 CRM，其中他们的记录对组织不可见，除非他们明确发布。这并非传统的销售 CRM——它适用于存在内部竞争的组织。<p>冲突检测
如果用户创建了私有记录，并且组织中已经存在一条记录，则双方都会收到匿名或公开的警报。用户可以提供原因并请求协作，如果请求被接受，则会创建一个协作室。<p>重复记录和黄金记录
鼓励重复记录。一旦发布了私有记录，并且组织记录已经存在，就会创建一个黄金记录，其中各个记录会根据用户的角色进行聚类并按上下文显示。<p>我对那些曾在复杂、政治性组织（大学、合伙企业、政府、风险投资等）中销售或运营过的人的观点感兴趣。<p>我正在独立开发这个项目，但欢迎与喜欢与理想客户沟通并在实践中检验问题陈述的人合作。<p>很乐意分享更多细节，或者向任何处理过类似问题的人学习。<p>—— Yaswanth
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Hi all, I’m writing here to get validation on a CRM I’m building.<p>Field Level Security
I’m working on a CRM where I’ve added a role management capability that allows field-level visibility on records beyond default view access. Records that are usually completely hidden in legacy CRMs can now be displayed with minimal fields, configurable per role. Regular FLS still exists, but the issue with traditional FLS is that it restricts fields even for records you own.<p>Personal and Org CRM
Users can have a personal CRM where their records are not visible to the organization unless they explicitly publish them. This is not a traditional sales CRM—it’s relevant for orgs where internal competition exists.<p>Collision Detection
If a user creates a private record and a record already exists in the org, both parties receive an anonymous or open alert. Users can provide a reason and request collaboration, and a collaboration room is created if the request is accepted.<p>Duplicate Records and Golden Records
Duplicate records are encouraged. Once a private record is published and an org record already exists, a golden record is created where individual records are clustered and displayed contextually based on a user’s role.<p>I’m interested in perspectives from people who’ve sold into or operated within complex, political orgs (universities, partnerships, government, VC, etc.).<p>I’m building this independently, but open to collaborating with someone who enjoys talking to ICPs and pressure-testing problem statements in the field.<p>Happy to share more details or learn from anyone who has dealt with similar issues.<p>— Yaswanth