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Biz Dev Tools - CRM

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Manage episode 523548328 series 3525412
Content provided by Scott Snowden + Andy Baqone. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Snowden + Andy Baqone or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode we bravely wade into the world of CRMs — not the most glamorous topic, but definitely one that can make or break your business sanity. We kick things off with a cautionary tale about mysterious contract clauses (spoiler: they weren’t included, but were somehow still binding?), before diving into the myth that picking the "right" CRM tool is the secret to sales success. Spoiler #2: it’s not.

We explore why your CRM should enable your team — not just generate pretty reports for the execs — and why bad implementation often starts with a tool and not your actual business needs. From Salesforce to Dynamics to HubSpot (and even a shoutout to Atomic Habits), we dish out practical, painfully-learned advice on how to make your CRM actually work for you.

Come for the tips, stay for the rants about unread contracts and self-built CRM nightmares.

  continue reading

109 episodes

Artwork
iconShare
 
Manage episode 523548328 series 3525412
Content provided by Scott Snowden + Andy Baqone. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Snowden + Andy Baqone or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode we bravely wade into the world of CRMs — not the most glamorous topic, but definitely one that can make or break your business sanity. We kick things off with a cautionary tale about mysterious contract clauses (spoiler: they weren’t included, but were somehow still binding?), before diving into the myth that picking the "right" CRM tool is the secret to sales success. Spoiler #2: it’s not.

We explore why your CRM should enable your team — not just generate pretty reports for the execs — and why bad implementation often starts with a tool and not your actual business needs. From Salesforce to Dynamics to HubSpot (and even a shoutout to Atomic Habits), we dish out practical, painfully-learned advice on how to make your CRM actually work for you.

Come for the tips, stay for the rants about unread contracts and self-built CRM nightmares.

  continue reading

109 episodes

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