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Live Masterclass - September 14, 2020

let’s talk crm first principles

Imagine you could restart your CRM, and recreate permissions, fields, and everything else from scratch. Do you know what your top priorities are - and what they should be? Are you sure you can avoid the biggest problems that plague almost every revenue organization?

Most of us have a good idea - but we're not experts, and we don't actually get to start from scratch. Luckily for us, we sat down with actual expert Tyler Holmes to talk through CRM first principles, covering best practices, data governance, tools, and automation.

Key Takeaways -

  • When implementing a CRM, start with the basics. It’s 200x harder to unravel a system that’s built wrong than to add and implement.

  • Remember the 1-10-100 rule for data governance and managing dupes. It costs you $1 to verify a record when you get it, $10 to clean it later, and $100 if you do nothing.

  • Remember that tools don’t run themselves. Do you have time, resources, patience, and money to make this worth it?

  • When buying new tools, take a minute to pause and investigate. Will this tool solve your problem, or is the problem you’re experiencing simply a symptom of a broken process? Sometimes the answer really lies in solving your processes, and tools will only help the symptom.

Dive Deeper -