They want to see what is being emailed from the group. They want to be able to quickly access files related to that contact. What these companies truly desire is a single database of all communications with their customers, prospects and vendors. They want to be able to quickly search this database for when a customer or prospect calls. Their sales management may not require advanced management and deep metrics on activities, closed sales or lost quotes. They may not have a marketing group that can truly leverage the information in a CRM system to build inbound and outbound processes. They don't have an internal team to properly administer a growing CRM database (because a growing CRM database definitely needs oversight). Some companies just don't have the culture or the need to expand their usage of CRM to that level.
They realize the importance of these CRM things but they never rise to them. Granted, those clients are missing out on important CRM functionality like automated workflows, marketing campaigns, service ticket generation, forecasting and opportunity management.
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