We are a college system looking at using CRM for our foundations... We are trying to determine if CRM can meet the data sharing requirements the foundation users feel they need. They want to be able to share organizations and contacts as well as be able to see that a sister college has a relationship/opportunity with an organization they have a relationship with too. They are trying to establish some orchestration around engaging company's in our state so we don't have multiple colleges hitting up that same company's for donations.
They don't want their sister companies to see the details of their opportunities, just that theirs another college engaged with that company.
Any thoughts how if/how CRM can be structured to allow for this behavior?
Thanks for any thoughts
