How to Use a CRM
A CRM isn't just the platform you implement - it's the people that use it, and the way they use it (or how they don't use it).
Use this website to help you choose a CRM, implement it, or use it. Contact us if you get stuck.
Choose
Choose a CRM on evidence, not opinion.
Every platform we evaluate lands in one of three outcomes, based on the vendor's own published documentation, not marketing literature:
Verified CRM: clears all sixteen features that define a true CRM
CRM - verification pending: clears every feature we could confirm, but at least one couldn't be verified from published documentation
Platform with CRM features: falls short on at least one of the sixteen
Build
Use our MVP Blueprint to configure your CRM quickly and avoid building in technical debt.
The exact inputs your business needs to configure, not a blank slate
A defensible pipeline structure, activities, and how records relate to each other
Reporting that shows pipeline visibility and forecasting from day one
Use
Understand and implement the operating rules that turn your sales managers and salespeople into a sales team.
Operating rules for how an opportunity moves, and who's accountable at each stage
Executable behaviors defined for each role: salesperson, sales manager, and CRM administrator
A CRM that runs on rules, not on whoever remembers to update it
A CRM Won’t Fix a Broken Sales Process. But You Can.
Technology doesn’t solve execution problems. Clear operating rules, consistent behavior, and accountability do.