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Branch-wise Customers

Definition​

Branch-wise Customers refers to the categorization and management of customers based on their association with specific branches of an organization. This approach helps businesses organize customer data, streamline service delivery, and tailor sales and support efforts according to branch territories.

Key Objectives​

  • Organize customers according to the branches they are linked with
  • Manage customer relationships at the branch level for localized service
  • Enable branch-specific reporting and analysis of customer activity
  • Facilitate targeted marketing, sales, and support based on branch data
  • Ensure clear accountability and responsibility for customer management within branches

Core Features​

  • Customer Assignment: Associate each customer record with one or multiple branches.
  • Branch-Level Customer Lists: Maintain and access customer lists filtered by branch.
  • Sales & Support Integration: Link branch-wise customers to local sales and support teams.
  • Reporting & Analytics: Generate branch-specific customer reports for performance tracking.
  • Access Control: Restrict customer data access based on branch user permissions.
  • Centralized Management: Consolidate customer data across branches while maintaining branch-level segmentation.

Integration with PrismERP Modules​

  • CRM & Sales Management: Manage branch-linked customer interactions and opportunities
  • Accounts Receivable: Track receivables and payments by branch customers
  • Marketing & Campaigns: Target campaigns based on branch customer segmentation
  • Reporting & Analytics: Analyze customer behavior and sales performance per branch
  • User Management: Control data access aligned with branch responsibilities

Ideal For​

  • Companies with multiple branches serving distinct geographic or market segments
  • Retail chains, banks, or service providers needing localized customer management
  • Organizations requiring compliance with branch-specific customer data policies
  • Businesses aiming to improve branch-level customer engagement and retention

Summary​

Branch-wise Customer management allows organizations to effectively segment, serve, and analyze customers based on their branch association. PrismERP supports this by providing tools to maintain organized, secure, and actionable customer data across multiple branches.