When evaluating a CRM, it’s tempting to compare feature lists. More automation, more reporting, more integrations—surely, more features mean more value, right? Not necessarily. A CRM can have every bell and whistle imaginable, but if your team doesn’t understand how to use them—or doesn’t see how they fit into their daily work—those features might as […]
Does your CRM partner feel almost annoying in how much they care about your success? If not, they’re not doing their job. A CRM provider shouldn’t just sell you software and disappear. They should be deeply engaged, ensuring that your system isn’t just installed—but actually driving value for your business every single day. What True […]
“WhyNOW… Why do I need to use the CRM?” If this question echoes through your sales team, you’re not alone. Many companies fail to get buy-in because their CRM system isn’t designed to meet reps’ needs. Instead of being a tool to boost success, it often feels like extra admin work—a waste of time. Reps […]
You’ve invested in a new CRM, and now your team is asking, “What now?” Unfortunately, this is where many businesses stumble. They’re left to configure the system themselves, often without the time, resources, or expertise to do it right. The result? An improperly set up CRM, costly external consultants with mixed results, and a frustrated […]
“Why do I need to use the CRM?” If this question echoes through your sales team, you’re not alone. Many companies fail to get buy-in because their CRM system isn’t designed to meet reps’ needs. Instead of being a tool to boost success, it often feels like extra admin work—a waste of time. The truth […]
In specialized industries like manufacturing and distribution, a one-size-fits-all CRM often falls short. These industries face unique challenges, such as managing complex supply chains, meeting stringent compliance regulations, and catering to precise customer demands. While generic CRM solutions may capture data, they rarely address the specific nuances required to drive real value for these businesses. […]
In my over 25 years of working in the CRM and sales space, I’ve seen countless companies sink substantial resources into solutions that either didn’t fit their needs or demanded more investment than they anticipated for basic support. Choosing the right CRM partner is a pivotal decision that can significantly impact your sales pipeline, customer […]