• The CRM Build

  • Oct 14 2024
  • Length: 34 mins
  • Podcast

The CRM Build

Listen for free

View show details

  • Summary

  • In this episode, Lindsay Young, president of 3 Aspens Media, and Brian Gardner, founder of SalesProcess360 and author of ROI from CRM, dive into the next phase of the CRM journey: the CRM build.

    Brian emphasizes the importance of starting with the end in mind, ensuring that the CRM is designed to meet the company’s future needs. They discuss how to use “day in the life” scripts to guide the build, and explain the technical aspects of CRM implementation.

    Key topics include the critical role of data structure and data governance, especially in managing accounts and product taxonomies, as well as the integration of CRM with ERP systems. Brian also covers the importance of dashboards and reporting by role, making sure the CRM works for everyone in the company.

    The episode concludes with a discussion on the testing phase before go live, common mistakes to avoid, and the vital role of the CEO for CRM throughout the build process.
    Show more Show less
Show more Show less
activate_Holiday_promo_in_buybox_DT_T2

What listeners say about The CRM Build

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
No Reviews are Available