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The Role-Based System: Everyone Plays Their Part with DeltaNET® 7
With the launch of DeltaNET 7, it's an exciting time to be a real estate professional. Using the feedback of thousands of agents and brokers from all over the United States, we've fine-tuned DeltaNET 7 to deliver better ease of use, no matter your level of experience or comfort with technology. There's never been a better time to get started and fold DeltaNET 7 into your daily operations.Â
One of the biggest innovations of DeltaNET 7 is the introduction of the role-based system. This will transform your workflow, tailoring your interaction with the platform to your exact goals and needs.Â
What Is the Role-Based System?Â
The role-based system expands on the former concept of Agent Packages. However, instead of being limited to pre-set options, you can create customized roles for every team member. Administrators can set roles for individuals or groups, specifying which pages appear for each agent who holds a given role. Roles are essentially an expansion of "privileges," meaning you can set any user to an account type of agent, office, or management user. You can then apply a privilege level to them that determines whether they can access only their personal side or have access to the admin side. Roles can also be set for non-agent roles within your company, such as an office manager or broker.Â
With this technology, the pages an agent has access to will show up in both their top bar and sidebar. Not only can you customize each role's selection of pages, but you're also able to adjust how the page's navigation works. This means a fully granular experience aligned with each user's expertise.Â
All in all, a role-based system means the DeltaNET 7 CRM is truly future-proof. It can change and adapt based on your team and its objectives. The administration is so simple; it takes only minutes to adjust roles. And support is always only a click or call away.Â
The Benefits of a Role-Based SystemÂ
Everything in DeltaNET 7's role-based system can be customized to work for your team. So, users never comb through features that aren't relevant to them, and building skills with individual pages is easier than ever before. Even those who aren't experienced with CRM systems can quickly learn what they need to know.Â
Agents who are completely new to DeltaNET 7 can get off to a running start with custom roles that cut out clutter and confusion. They won't need to sort through unnecessary features or hunt around for the right button — each role is streamlined to include only what the user needs to succeed. Your CRM administrators can update roles anytime, and changes occur instantly, empowering leaders to develop roles for newcomers, experienced professionals, and specialists. Â
For example, DeltaNET 7 roles can coincide with the roles in your company, like "Office Manager," "Agent," or "Broker." No matter how your organizational chart evolves, your CRM changes with it!Â
Roles Can Cater to Different Tech LevelsÂ
The guiding principle behind DeltaNET 7's design is to simplify and streamline the system. That doesn't mean making it less powerful — on the contrary, you'll spend less time and fewer clicks getting to those powerful features you use daily. That serves to flatten the learning curve for users of all skill levels.Â
Agents who only need the most common CRM features can get off to a running start using the pre-configured "Basic" role. Our testing tells us it only takes a day for the average "non-tech savvy" user to get familiar with this role.Â
By contrast, power users and team members interested in getting the most out of the technology will want to try out the "Advanced" role. Here, they can leverage all the tools DeltaNET 7 has to offer. The toolbars, modules, and pages are more sophisticated and provide granular access to deeper features.Â
Customization also helps agents take gradual steps towards mastery of the system. You may choose to define roles based on the technical skill of your team members and make DeltaNET part of your efforts to drive talent development throughout your organization.Â
The Role-Based System Benefits All UsersÂ
With a role-based system, everyone benefits — no matter how confident you are with technology. DeltaNET 7 raises efficiency both individually and for the whole team. The role-based system is just one of many exciting improvements incorporated into the rollout of DeltaNET 7.Â
