For research BDMs: keep affiliations current across CRM

Business development managers in research lose accurate affiliations, causing outreach to target wrong institutions and skewing reports. The CRM updates affiliations on change so reports and outreach stay correct.

Overview

Outdated institutional affiliations cause research outreach to miss target organizations and distort reporting. This workflow keeps CRM affiliation records aligned with profile changes so growth and ops act on correct contact-to-organization relationships, cutting out manual fixes and protecting report accuracy.

Notable Features

Update CRM affiliation records automatically
Find or create institution records
Notify growth and ops on changes