Doesn't Your Current CRM Need To Be Smarter?

I know that my Sales & Service team push back on using our CRM every single day. Unless they update their pipeline, their leads, their activity and all of their Customer contacts we are running blind. It can't work for me as a single source of truth on what's happening in my business. My management dashboards are full of flawed data.

I can't do my job without accurate data in the reports & dashboards that tell me what's going on in my business. I know that the sales team are terrible at keeping pipeline and opportunity data up to date and their activity data is all over the place. This leads to poor forecasting, no visibility across costs and even cash flow issues for me.

My success in Rev Ops rests entirely on reliable data. This ensures accurate sales forecasts and informed decision-making and good data improves customer targeting and retention. Poor adoption of our CRM by our Customer facing teams makes all of this impossible to deliver!

The pushback by my sales team leads to huge problems for me. Our sales workflows won't deliver, I can't help my team close deals effectively and I have next to no visibility across my teams' activities and performance. I am flying blind and doing my best.

The CRM I am forced to use is all about oversight and control over me. I would use it it if it added some value to my role but at the moment it does not. I just want it to tell me automatically what to do every day, how I am performing and how I can improve my performance without me having to spend hours staring at reports. make it simple and I will use it!