Roles on the PitchLink Platform

Admin (Administrator)

The Admin role is responsible for the overall administration of the company account on the PitchLink platform, and has the highest power across the widest range of activities on the platform. The Admin can create company profiles, add and remove team members, set up billing methods, approve content and pitches for team use, assign roles, create departments and designations, and perform many other administrative functions. They can upload, import, create, and remove content.

For every function on the platform, the Admin has creation rights, editing rights, as well as deleting rights. Of course, if any content has been used in a pitch that has been sent to a prospect, the system does not allow removal or tampering with the material.

The admin can also create a pitch. However, the only restriction is that an Admin cannot send a pitch to any prospect or customer. But every Admin also has a Salesperson profile. So the Admin has to only switch to the salesperson profile to send pitches to prospects. This limit on the role of the Admin is meant to ensure that recipients of pitches know that Salespersons have sent them a pitch. Admins can view the analytics of the entire organization, including the individual performance of all team members.

Salesperson (SDRs, AEs, BDRs, etc.)

The Salesperson is the face of the organization. They send pitches to prospects, engage with customers in the discussion rooms, and involve other members of the sales organization in ongoing conversations with prospects, so that they may add value to the dialogue. The Salesperson can create pitches. These pitches may be sent by the salesperson who created them, but are not automatically available to other team members for use. Such approval for team use has to come from the Admin, or Marketing roles. The salesperson can also close pitches that have no applicability anymore. They can also freeze pitches that are not current but may need to be reopened in the future. They can send follow-up pitches to refine the communication. The salesperson is thus delegated to share the value proposition of the organization. The Salesperson should set up their own profile, which is visible to the prospects to whom they are sending pitches. The salesperson cannot create or edit the company profile or add team members, but they can invite other participants into the pitches they have sent to prospects, so that they may add to the dialogue.


Sales Team Admin

The Sales Team Admin performs a supervisory role, and has many administrative capabilities. They can upload, import, and create content. The Admin has creation rights and editing rights, but no deleting rights. They can approve or disapprove content and pitches for team use. They can add team members. However, they cannot remove team members. Also, while they can edit profiles of team members, they cannot assign an Admin role to anyone, since it has greater powers than their own role. The Sales Team Admin role is designed mainly to manage the Sales function of the organization, allowing offloading of some Administrative functions from the Admin.

Marketing

Marketing can create and upload collaterals, and also create pitches, including model pitches which they can make available to other team members such as salespersons for use. The Marketing role has access to the whole content library and all pitches, and can use content uploaded by others to create pitches. They can modify pitches created by salespersons. However, the Marketing role cannot send pitches. They cannot modify any application settings or modify the company profile. The Marketing role does have access to analytics and can check how sent pitches are performing.

IT

The IT role can manage application and account settings such as the company profile, team, billing and payment, email server settings, etc. IT cannot upload content, create, or send pitches, or access analytics.