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How do I decide between creating a Sales Office or Sales Organization in Enerflo?

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Written by Flo
Updated over 2 weeks ago

Differences Between Sales Offices and Sales Organizations

  • Sales Organizations: These represent distinct and independent units within Enerflo, typically used when the group functions like a separate entity with its own infrastructure, sales reps, and operational processes. They are ideal for teams requiring full autonomy in their operations.

  • Sales Offices: These function as sub-units under an existing Sales Organization, inheriting many of the parent organization's settings and resources. Offices are suitable for segmenting teams that remain part of the same overarching entity.

Criteria for Choosing Between a Sales Office and Sales Organization

Use a Sales Organization when:

  • The group has its own sales team and infrastructure, operating independently within Enerflo.

  • You want to completely separate operational settings, data, and management oversight.

Use a Sales Office when:

  • The group is an extension of an existing Sales Organization, sharing its resources and settings.

  • Existing deals need to remain visible under the parent organization's structure.

Practical Implications of Structuring Choices

  1. Sales Organizations and Deals: - If you create a new Sales Organization, any existing deals under a different organization won’t move to the new one automatically. Deals can be moved by Enerflo Support, but depending on number of deals this may require a statement of work and additional payment. Alternatively, you can recreate these deals in the new Sales Organization structure. Sales reps can be migrated to new organizations without moving their existing deals. Deals remain linked to the original organization and will need to be reassigned.

  2. Sales Offices and Deals: - When setting up a Sales Office under an existing organization, you can assign sales reps to that office. Existing deals associated with the reps will appear under the newly-created office, as long as they remain within the same parent organization.

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