By submitting your personal information, you agree that TechTarget and its partners may contact you regarding relevant content, products and special offers.
You have run up against one of the customization limits of many of the small market, hosted CRM solutions. To solve your problem correctly, you are going to have to move up to a more robust CRM solution -- something like Pivotal, E.piphany, Onyx, PeopleSoft, or SalesLogix. You need the ability to define your data model and relationship rules. The work-arounds you described can work for a while, but in the long run you will remain disappointed and will likely not satisfy your firm's business goals.
Dig Deeper on CRM strategy
Have a question for an expert?
Please add a title for your question
Get answers from a TechTarget expert on whatever's puzzling you.