In Episode 7 of Not Your Grandfather’s CRM, we highlight one of our favorite real-world process flows—built for a national client with locations across the U.S. and a CRM connected to both their ERP and marketing systems. With so much at stake, keeping customer data accurate is essential. That’s where the Master Data Manager comes in.
Every significant customer record change—whether it’s a new account, an address update, or changes to payment terms—must go through the Master Data Manager. To support that process, we built a Change Request module within the CRM that:
✅ Gives users only the fields they need—nothing more, nothing less
✅ Routes requests through the correct approval chain
✅ Links to supporting documentation like signed credit applications
✅ Tracks who did what and how long each step took
✅ Provides a central dashboard to monitor all open requests
Whether the customer pays by credit card, cash in advance, or has credit terms, the system adapts and gathers the right information at the right time. Best of all, users and approvers always know where requests stand—keeping the business moving forward without email back-and-forth.
This is how modern CRM improves business operations, not just data management.
👉 Want a better process for managing change? Contact us today
