Many companies manage calendars in individual Outlook accounts, but in a CRM system, you can do group calendaring with your team internally, as well as with external partners such as manufacturers, product specialists and others.

That visibility is valuable.

For example, if a serviceperson is scheduled to do work at a customer’s location, an inside salesperson can reference that if they receive a call from that customer. He can tell that customer that if they need anything, someone would be stopping by. It’s just another way that CRM can help you function as a team in serving your customers.

Read about more ways you can take full advantage of your system.

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