CRM: Avoid 3 User Identity Mistakes

March 23, 2011 No Comments

Most of the advice in this column has been about customer data: leads, contacts, accounts, and transactions. Too often ignored is the CRM data that’s about your users: employees who log in and manipulate data every day.

There are some user policies that are tempting, but have some nasty consequences. Here are three big ones we see all too often.

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