Most CRM implementations fail before a single line of software is configured.
Not because of the tech.
Because of this: your Sales team and your Onboarding team have completely different definitions of what a "ready to close" client looks like.
I mapped this out with a B2B founder recently — on a blank piece of paper — and it saved him $30k.
The fix isn't in your software. It's in your process.
And you can find it in about 60 minutes, for free. I broke down the exact framework we used in this article. Check it out!
What has your CRM adoption been like?
We have a CRM, but it's just a place to store data
Our sales and marketing team actively move deals through the pipeline every day
We are struggling to get value from our CRM
We don't have a CRM yet for our team
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Jason Kramer
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Most CRM implementations fail before a single line of software is configured.
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