Taming CRM Data Chaos
Associated with
Richard Sgro Richard Sgro
Adam Stewart Adam Stewart
Venketesh Iyer Venketesh Iyer
Toby Carrington Toby Carrington
1 min read
Taming CRM Data Chaos

Imagine you could start from scratch with your CRM. What becomes most important to you and your team? How would you do it differently?

We know that's impossible for most teams, but we also know that for most of us out there, there's got to be a better way. Our CRMs are littered with metaphorical skeletons in the closet: oftentimes the data you put in isn't used, isn't acted upon, and creates additional noise.

You don't get to start over, but you should be able to start better. Stop tolerating your CRM; join panelists Adam Stewart, Venketesh Iyer, and Toby Carrington to learn how to tame the chaos - and make your CRM a multiplier!

Key Themes -

How to build a strong CRM, from the foundation up

The most effective improvements to begin with

How to communicate changes and increase adoption across your revenue teams

Key Takeaways -

When you're contemplating rolling out a change: start with a pilot program, communicate the change you're making and why, and learn from that small group.

Don't make any changes optional for your reps to follow. If you create a program that works for your reps, you won't have to worry about adoption.

Your CRM doesn't exist in a vacuum: it's used by people, and managed by people. Ultimately your salespeople are one of the main end users of this platform, so make it work for them!

Putting time into working on your CRM is like eating brussels sprouts: it's not the most fun or glamorous thing to do, but you've got to do it to make your CRM functional and healthy.