crm configuration

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.

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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.

It’s RevOps Show day! And the topic of choice is all around CRM configuration. More specifically, the fact that a CRM is only as good as its configuration. For full disclosure, Doug brought up this topic (exposed!) for today. It came from a conversation he was having where a potential client laid out what their needs were for a CRM. While they laid out some specifications, they didn’t articulate what success looked like for them or what they were wanting the CRM to actually do for them. 

There’s a lot to unpack here.

Questions answered in today's episode: 

•  What is a CRM? Is it a solution? 
•  What does use of data mean? 
•  What does “adoption and utilization comes down to configuration” mean? 
•  What’s the difference between adoption and utilization? 
•  How do you define adoption and utilization? 

If you're liking the show, please make sure to subscribe and share it with your friends and/or coworkers. Follow us on Twitter: @dougdavidoff, @JessDCardenas & @demandcreator to receive updates on when new episodes publish or to get other great insights. 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.