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
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Thanks for watching and remember you can't solve your upstream problems, downstream.