Should you have multiple CRM instances for different business divisions or regions? Keep reading for a candid look into why the answer is definitely not.
My company is in the B2B space with 3 distinct divisions, each with its own web domains. Each unit has its own leads, contacts, and marketing campaigns. Should I set up three different Copper accounts or Pipelines for these different divisions?
This question hits *super* close to home. We have a customer that is doing $60m/yr in revenue, and they thought it'd be a good idea to spin up 5 different CRM instances to segment divisions. DO NOT EVER DO THIS.
You'll learn that with implementing a CRM for scale, comes building automation and integrating external software. A different CRM for each division means 5x the work for building and maintaining automation, 5x the work for setting up and maintaining the various CRM's, and complete segmentation of reporting (which is awful for upper management to deal with).