team management

Welcome to the ActivePrime Blog

In our blog, you’ll find helpful and informative posts dedicated to improving CRM performance and usability. Our topics include deep dives on the technical aspects of CRMs like searching and data quality. You’ll also find insightful posts about user productivity and adoption.

Save Time- Update CRM Teams In Batch

Save Time- Update CRM Teams In Batch

The team function is a major CRM selling feature, allowing organizations to group users in changeable ways to best manage various customer relationship requirements. But the fluid nature of teams carries a heavy price. Staff turnover, replacements, additions and reassigned roles mean team structures need frequent updates. With each change to every team requiring individual attention, the inevitable updates take up an enormous amount of time and the unfortunate reality is that because of this, many organizations' team structures are out of date. Just like every other aspect of CRM management, bad data wreaks havoc.