Create organizational hierarchies including business units

It would be useful if CRM had an overarching organizational hierarchy built into it that united data from multiple functional areas. The goal would be to give a single manager (or executive) the ability to track all the staff, fundraisers, events or appeals that roll into their area of oversight. For example, if an executive oversees major gifts and direct marketing - there is no single view or way to united the appeals, marketing efforts and fundraisers in a consistent data structure. Achieving this level of insight is a cobbled together version of reports and warehouse views.
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  • Jun 29 2015
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