Business systems
Who owns this customer, and who is the backup?
Account ownership usually lives in a sales system and relationship knowledge lives in somebody's head. Joining the two is what makes a departure survivable.
What connects
A connection that maps account ownership to responsibilities here, so customer relationships appear on handover plans with a named successor.
What crosses the boundary
- Received: account ownership and the assigned team.
- Sent: the current owner, backup and leaving date where one is set.
- Received: account importance, so handovers can be prioritised sensibly.
- Never received: deal values, pipeline detail or customer contact data.
What this lets you do
- Put customer relationships on the offboarding plan with a successor named.
- Show accounts whose owner has no backup.
- Reassign ownership in both systems from one approved change.
- Record customer knowledge as a knowledge area beside the account.
Setting it up
- 1Link the workspaces.
- 2Map account owners to people here.
- 3Decide which accounts are significant enough to require a backup.
- 4Review accounts with no current owner.
Permissions
Ownership and assignment fields only. Orglume does not receive customer contact details, opportunity values or commercial terms, and does not need them.
What you can ask once this is connected
- “Which customers would need reassigning if this person left?”
- “Show accounts with no backup owner.”
- “Who knows this customer best?”
Where it stops
Ownership only. This does not turn Orglume into a sales system, and nothing about deals, revenue or customer communications is visible here.
Run your team with clarity.
From the moment someone joins to the day their responsibilities are handed over, Orglume keeps your people, their work and your organization connected.
Set up from a spreadsheet · Nothing about the AI is metered · [email protected]