Taming CRM Data Chaos

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 brussel 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.