Fix your broken CRM

Fix your broken CRM

Solutions to address common CRM issues and improve sales productivity.

Transcript:

Ever spent like an hour, maybe even more, trying to find a client's phone number?

Oh, yeah.

Clicking through what feels like every single menu, finally find it.

But wait, Bob from accounting accidentally filed them under, I don't know, miscellaneous.

We've all been there.

It's beyond frustrating.

And you get it.

You shared some really interesting stuff about RevOps, which I'll be honest, I'm still kind of wracking my head around.

Yeah.

But a messy CRM?

Yeah.

That's a universal language.

That's a universal language, yeah.

So let's dive into this.

You know, most people, they see a messy CRM, they think, okay, it's messy.

Right.

But it's harmless, right?

Right.

But in reality, this can be a major roadblock for businesses.

It's true.

You know, that feeling of data chaos, everyone relates to it.

Yeah.

But so often we think of messy CRM as just that, messy.

But the truth is, it can really hold a business back.

Okay, so more than just a nuisance then.

Oh, absolutely.

The stuff you shared talks about how a broken CRM,

That means bad data, which then just throws off, like, all your metrics, everything.

It's true.

It's like, imagine you're about to launch this whole marketing campaign.

Right.

But you're working with customer data that's just inaccurate.

Yeah.

You could end up targeting, I don't know, the wrong people entirely, completely waste your budget.

Yeah.

And that's just, like, one tiny example.

Right.

Flawed metrics can impact everything.

Sales forecasts.

Product development.

Even your big picture strategy for the business as a whole.

So it really is this, like, ripple effect.

You're sure.

It's not just about, like, okay, we have the numbers.

It's about trusting those numbers enough to make a decision.

Exactly.

Yeah.

Yeah.

It's about being able to trust those numbers to make the right decisions.

Right.

And that's why you can't just focus on accurate data.

Right.

You also need the right tools to be able to understand that data, to analyze it.

That makes a lot of sense.

The source that you sent over, you mentioned that two-sided approach.

But why is that?

It's so important, having both.

Okay.

So think about building a house.

Okay.

You can have the most talented builders.

You can have amazing architects.

But if you're working with materials that are just, like, garbage.

Right.

If the wood is warped or the foundation's cracked, I mean, the house is going to fall apart.

Of course.

Yeah.

Your data, that's your foundation, right?

And the analytics tools, those are your builders.

They help you take that data, that foundation, and create something strong.

Yeah.

Something that's not going to fall apart.

That's a really powerful tool.

Yeah.

Yeah.

Yeah.

That's a really powerful way to put it.

So it's about having the right ingredients, but then also knowing how to use them to actually

build something that's successful.

Exactly.

So this isn't just theoretical, right?

No.

Bad data.

It actually impacts a business's bottom line.

We're talking about real consequences here.

Oh, absolutely.

Yeah.

We're talking real-world impact.

Yeah.

Clean data.

You get so specific with the insights you can pull.

Imagine being able to see exactly which marketing channels bring you the customers who spend

the most.

Wow.

Yeah.

You optimize your budget for maximum return.

You see what sales strategies are actually working, which ones are a waste of time.

Right.

You can even spot trends before your competitors even know what's happening.

It's like gaining like a level of foresight that just wasn't even possible before.

Exactly.

It's about moving past just guessing.

Yeah.

And going with your gut.

Right.

It's about making decisions that are driven by the data.

Decisions based on data.

Yes.

So much of what we do relies on good information.

It seems like the takeaway here is.

If someone's listening and they're struggling with bad data or questioning their metrics,

You're not alone.

You're definitely not alone.

But more importantly, it's a solvable problem.

It is.

There are solutions out there.

Yeah.

And there are solutions out there.

A lot of businesses struggle with this.

Right.

And it's why companies like Click2CRM are out there developing these really innovative solutions

to these really common problems.

Yeah.

I've heard of them.

Click2CRM is tackling this head on.

They're addressing the raw data and the analytics.

Both sides.

Exactly.

Yeah.

Yeah.

For our listeners, if you want to explore this further, you can check them out.

Click2CRM.com.

Definitely worth checking out.

As we wrap up this deep dive, here's a thought.

What's one decision, big or small, that you might have made differently?

If you had access to perfectly clear, reliable data.

That's a good question.

Something to ponder.

Yeah.

Something to think about.

Thank you.

Bye.

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