The RevOps Show

Episode 23: A CRM is Only as Good as Its Configuration


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It’s RevOps Show day! And the topic of choice is all around CRM configuration. More specifically, the fact that a CRM is only as good as its configuration. For full disclosure, Doug brought up this topic (exposed!) for today. It came from a conversation he was having where a potential client laid out what their needs were for a CRM. While they laid out some specifications, they didn’t articulate what success looked like for them or what they were wanting the CRM to actually do for them. 


There’s a lot to unpack here.

Questions answered in today's episode: 

  •  What is a CRM? Is it a solution? 
  •  What does use of data mean? 
  •  What does “adoption and utilization comes down to configuration” mean? 
  •  What’s the difference between adoption and utilization? 
  •  How do you define adoption and utilization? 

If you're liking the show, please make sure to subscribe and share it with your friends and/or coworkers. Follow us on Twitter: @dougdavidoff, @JessDCardenas & @demandcreator to receive updates on when new episodes publish or to get other great insights. You can also watch the video version of the show on our page. Thanks for watching and remember you can't solve your upstream problems, downstream.

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The RevOps ShowBy Doug Davidoff & Jess Cardenas

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