The Purposeful Marketing Podcast

#73: Who should own the CRM? Ft. Caleb Rule, Rule Marketing Group

Listen Later

Summary

Welcome back to the Purposeful Marketing podcast. Today's episode features a new show format with a return guest, Caleb Rule.

The conversation explores the question of who owns the CRM and the different perspectives on this topic. The discussion covers the roles of IT, marketing, sales, and revenue operations in CRM ownership. It emphasizes the importance of scalability, governance, collaboration between departments, and how a strong leader ensures effective management and utilization of the CRM.

Tune in to this episode for an insightful and entertaining exploration of CRMs if you're CRM-curious!

Takeaways

  • CRM ownership depends on the size, stage, and growth of the company.
  • IT plays a crucial role in CRM ownership, ensuring security, scalability, and integration with other tools.
  • Marketing should have a majority ownership in the CRM, with a focus on adaptability and alignment with marketing objectives.
  • Sales should provide feedback on CRM usage and be involved in the operational aspects.
  • Governance and documentation are essential for successful CRM ownership.
  • The role of a Chief Revenue Officer (CRO) can be instrumental in CRM ownership and aligning sales and marketing.
  • Final considerations for CRM ownership include scale, business model, and the need for a strong leader to drive the process.

    • Chapters

    00:00 | Introduction

    01:00 | Reading Posts from Marketers

    04:28 | IT's Role in CRM Ownership

    08:13 | The Role of Marketing and IT in CRM Ownership

    09:09 |The Role of IT and Business Partnership

    11:20 |The Role of RevOps in CRM Ownership

    17:26 |The Role of Governance in CRM Ownership

    20:08 |The Role of Marketing in CRM Ownership

    24:26 | The Role of Sales in CRM Ownership

    28:28 | The Role of Chief Revenue Officer in CRM Ownership

    32:57 | Considerations for CRM Ownership

    Subscribe to the ⁠⁠⁠⁠⁠Purposeful Marketing Podcast.⁠⁠⁠⁠⁠

    ~Market with purpose for the everyday practitioner ~

    Connect with the hosts:

    ⁠⁠⁠⁠⁠Mary Keough⁠⁠⁠⁠⁠

    ⁠⁠⁠⁠⁠Aaron Weekes⁠⁠⁠⁠⁠

    ⁠⁠⁠⁠⁠James Boeckmann


    Connect with the guest:

    Caleb Rule

    ...more
    View all episodesView all episodes
    Download on the App Store
    The Purposeful Marketing PodcastBy Mary Keough, Aaron Weekes and James Boeckmann