The RevOps Show
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Episode 23
Season 1
Episode 23: A CRM is Only as Good as Its Configuration
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?