This feature is especially useful for organizations who maintain different CRM accounts to manage their business, such as a franchisee or a subsidiary.

For example, imagine a software company has two different business units under one company portfolio, each one has a separate customer base, marketing strategy, and revenue generation plans. Thus the company maintains two CRM accounts to manage sales and customer information. The CEO and management often have to log in to both accounts to understand business growth and derive insights which are used to prepare reports, agendas, and ideas for future planning. It can be difficult to remember different login credentials and broadcasting important data directly from the CRM accounts in a board meeting can become challenging.