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Our firm currently uses CRM entirely manually; for every e-mail we send to a client, the CRM designation is assigned by hand. You can imagine this is extremely burdensome.
We just found the CRM feature that allows for automated CRM tracking as layed out in the screenshot below. Our concerns are about the IT/Server impact of turning this feature on firm wide (1000+ person firm).
I would really appreciate some insight into our questions:
• Does this lead to redundancies in the CRM application server? For example, if an e-mail is recieved by three different recipients, will the feature then create three of the same CRM entries or will it just create one?
• Are there any IT downsides of using this?
•What firm-wide limitations are there?
Thank you very much! Peter
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