Not so long ago, siloed client data was the norm. Client relationship management (CRM) software was usually used by sales teams to track their meeting data, but it was often only installed in onsite computers and keeping it updated was often a multi-task endeavor. Sales and customer services teams in the field had to keep their notes in separate documents until they were able to upload them into the database. This meant that businesses were regularly using incomplete client information to make decisions and had no way of knowing if the available data truly showed the latest interactions.
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