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I would be keen to hear from you how you are recording a complex organisation structure for Accounts/Organisations in CRM which will effectively allow meaningful reporting on Activities. Since we are a medical charity ill give you an example.
Organisation 1 is a corporate head. They have 23 medical divisions or services. Each service is delivered in 3 regional areas. We have staff in each regional area who interact with this organisation at the regional level and record activities in the CRM. We have managers who need to report at either region, division or corporate level. Therefore, the Activities entered by staff at the regional level need to cascade right up to the corporate head. This is easily achieved by creating 3 levels..
Level 1 (Organisation Head)
Level 2 (Service Offering)
Level 3 (Regional location)
Even though this works, it means creating lots of entities with the same/similar name in the CRM. The number of entities is SERVICE OFFERING MULTIPLIED BY REGIONAL LOCATION.
Can anyone suggest a better method which will ensure Activity reporting at all levels is maintained or optimised?
Thanks in advance.
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