“A good CRM should elevate the level of collaboration inside an organization, within and across teams, departments, and offices, bringing together sales, marketing, business development, operations, and finance teams so the company is more on point with planning and forecasting, prioritizing pursuits, creating proposals, and handling other critical functions.
Perhaps the most important thing a CRM can do to improve collaboration is provide a single source of truth for its sales, marketing, business development, and executive teams. As difficult and frustrating as it can be to access and make sense of data when it’s scattered across multiple systems and spreadsheets, all that changes when a business has a single system of record and data repository at its fingertips.”
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