CRM Matches Structure
Scenario
You work consistently with companies that have a specific four level structure. Standard CRM packages force you to either use a two level structure (company/contact) or a recursive structure where the company behaves the same as a department or contact. Consequently reporting at different levels is difficult.
Solution
A CRM system that matches the structure that you work in and has different levels that behave as you do. For example, Group, Company, departments, contacts. Reporting can be driven per contact or rolled up to display information for the whole group.
Simple
- As simple as it can be, but no simpler' Einstein
Practical
- System reflects how users work and think leading to fewer mistakes and greater understanding.
Bottom line
- Correct management of information leads to more informed decisions.
- Reduced training cost as it is more intuitive.