Cross-Referencing CRM Solutions – Does It Exist?
Hello everyone,
Does anyone know of a CRM solution that does automatic cross-referencing between records? Initially I'm dreaming of a CRM solution that lets us input large amounts of data, and have the system make automatic connections between records. For example
Record A: Old client. Previously entered the name of a board member as a stakeholder
Record B: New lead. New input of stakeholders. This lead has the same stakeholder as our past client.
System: Automatically identify and notify us that Records A and B have the same information; but could potentially notify us of the same data regardless of field.
I've not been able to find a CRM solution that will do this. Is it too complicated or resource intensive?
Thoughts?
Thank you very much.