Most builders blame their CRM when things aren’t working—but the real issue is usually deeper. In this episode, Sarah and Derek break down how disconnected teams, poor setup, and lack of accountability are quietly breaking the buyer journey—and how builders can fix it by aligning systems, people, and data.

In This Episode:

• Why CRM problems are rarely technical
• Where the buyer journey actually breaks down
• How to turn data into real insights
• Why sales teams resist CRMs (and how to fix it)
• The small changes that make a big impact

Key Takeaways:

• A CRM is only as good as the process behind it
• Alignment between teams is critical
• Data without action is useless
• Simplicity drives adoption
• Accountability creates consistency

Connect with Derek

LinkedIn