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Best of RevOps Show: Episode 23: A CRM is Only as Good as Its Configuration

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Manage episode 375665174 series 3005263
Content provided by Lift Enablement, Doug Davidoff, and Jess Cardenas. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lift Enablement, Doug Davidoff, and Jess Cardenas or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

The phrases "Let's keep it simple" or "all we need is" are things we hear quite often when implementing CRMs, but simple isn't enough. Your CRM also has to serve your needs; otherwise, people won't see the point in using the new system. To get there you must ask yourself, "What's the problem we're solving for?" The goal with this question should not be simple, it should be complete. Jess chose this episode for our Best of RevOps Show series because her and Doug dive into how you define what complete is, what the real problems are with your CRM, and how your problems impact your CRM configuration.

If you like the show, please subscribe and share the episode. For updates on new episodes follow us on:
Twitter/X: @dougdavidoff, @JessDCardenas & @demandcreator
LinkedIn: Lift Enablement, Doug Davidoff
You can also watch the video version of the show on our page.
Thanks for watching and remember you can't solve your upstream problems, downstream.

  continue reading

121 episodes

Artwork
iconShare
 
Manage episode 375665174 series 3005263
Content provided by Lift Enablement, Doug Davidoff, and Jess Cardenas. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lift Enablement, Doug Davidoff, and Jess Cardenas or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

The phrases "Let's keep it simple" or "all we need is" are things we hear quite often when implementing CRMs, but simple isn't enough. Your CRM also has to serve your needs; otherwise, people won't see the point in using the new system. To get there you must ask yourself, "What's the problem we're solving for?" The goal with this question should not be simple, it should be complete. Jess chose this episode for our Best of RevOps Show series because her and Doug dive into how you define what complete is, what the real problems are with your CRM, and how your problems impact your CRM configuration.

If you like the show, please subscribe and share the episode. For updates on new episodes follow us on:
Twitter/X: @dougdavidoff, @JessDCardenas & @demandcreator
LinkedIn: Lift Enablement, Doug Davidoff
You can also watch the video version of the show on our page.
Thanks for watching and remember you can't solve your upstream problems, downstream.

  continue reading

121 episodes

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