Best practice: share information
Employees are adopting new ways of working to allow your business to operate during the pandemic. It is important to empower your staff by giving access to important information. A CRM can offer a 360-degree view of clients and stakeholders, and can be accessed anywhere, on desktop, tablet, or mobile.
- Create skeleton lists of key accounts and business contacts
- Import key accounts and business contacts, and share across departments―arm your teams with the data they need
- Share documents related to clients (directly on contact or account records)