I built an integration from our CRM to a sales team messaging platform. For users that exist in the CRM, it worked great. The problem was the side uses of the messaging platform for users that were not active in the CRM or never in the CRM. It’s a nightmare to keep dealing with all the exceptions related to non-active CRM users.
I usually don’t let myself get caught in such a scenario, this one slid by and I regret it.
I'm not sure I understand- if I am not in a CRM then a sales person cannot call/mail me? Or is this some kind of facebook-like thing where you can infer I exist if you also have my colleagues details ?
I usually don’t let myself get caught in such a scenario, this one slid by and I regret it.