A challenge to the sales team’s objectives often arises from needing input from multiple departments; sales success is a group effort and team members need to understand different components of the business to determine successful sales plans. Sales needs data and reports from many different areas to develop a sales plan and in many cases that also means many different data sources and systems.
Sales uses information in CRM systems to see account and contact information, data from marketing and sales campaigns, daily activity reports, pipeline and forecast data, quote and order details, and vendor information. Finance departments help sales align sales and financial goals. The data finance provides helps sales see the big picture of daily and strategic planning.