Biggest CRM mistakes (And How to Solve Them)

In this eye-opening Demand Gen Jam Session, Paul Slack, Ryan Miller, and guest expert Michael Tucker (known as Tucker) dive deep into the most common CRM mistakes that are costing B2B companies valuable deals and opportunities.  

The session explores why having a well-managed CRM is crucial in today's complex B2B landscape and offers practical solutions to common pitfalls.

Tucker shares his expertise in transforming CRM systems into effective Customer Experience Management (CXM) tools. The panel discusses how businesses can leverage their existing contact databases more effectively rather than constantly chasing new leads.

Key Takeaways:

• Poor data management is a primary culprit in CRM ineffectiveness.
  
  
• Many companies lack a clear CRM strategy, leading to disjointed processes and missed opportunities.
  
  
• Overcomplicated workflows can hinder CRM adoption and efficiency.
  
  
• A holistic, enterprise-wide approach to CRM implementation is crucial for success.
  
  
• The importance of starting with a Minimum Viable Product (MVP) approach when implementing or overhauling a CRM system.
  
  
• How to align CRM strategy with overall business goals and processes.
  
  
• The value of mapping out the customer journey within your CRM for a more effective lead nurturing process.

The session provides actionable insights on how to clean up your CRM data, develop a clear strategy, and simplify workflows for maximum impact. Whether you're a marketing professional, sales leader, or business owner, this Jam Session offers valuable guidance on turning your CRM into a powerful tool for driving growth and improving customer relationships. 

Catch the next Jam Session live by registering here