The Product Categories settings in ShareBuilder CRM allow managers to view, edit, and organize product categories that accounts are tied to. Managers can:
Assign or reassign accounts to different product categories.
Rename existing category groups.
Merge outdated category groups into new or existing ones.
This ensures sellers and managers always have clean, usable data for reporting and revenue analysis.
For managers, maintaining accurate Product Categories is critical because it:
Improves Reporting Accuracy: Ensures billing and revenue data roll up into the right categories.
Strengthens Coaching: Helps managers understand where sellers excel across product lines.
Supports Strategic Insights: Makes it easier to track growth, spot underperforming categories, and reallocate resources.
Eliminates Clutter: Renaming or merging prevents duplicate or redundant categories from distorting reports.
Maintains Consistency: Provides sellers with a clear, standardized list when entering opportunities.
Accurate Product Categories give managers the clarity and structure needed to guide teams, analyze revenue, and make data-driven decisions.
