Who Owns Being Right? Responsibility Across the CRM Lifecycle In most CRM systems, ownership looks straightforward. A record has an owner. A deal belongs to someone. An account is assigned to a user. On paper, responsibility seems clear and easy to understand. In practice, it rarely works that way. CRMs are shared systems. Records are…
When a Record Is Allowed to Move Forward Every time a record moves forward in a CRM, something is being claimed. A deal changes stage. A status is updated. A lifecycle step is completed. On the surface, these are simple system actions. In reality, they carry meaning. They signal that certain conditions have been met…
What “Correct” Actually Means in a CRM Most conversations about CRM data quality eventually arrive at the same conclusion – the data isn’t correct. Pipelines feel unreliable. Reports require explanation. Numbers are “mostly right,” but rarely trusted without context. Teams sense the problem clearly, even if they struggle to name it. What’s rarely examined is…
Why Unclear Ownership Is the Silent Killer of CRM Systems Introduction: The Problem Everyone Feels but Rarely Names Most CRM systems don’t fail because people refuse to use them. Users log in. Records are created. Pipelines move. Reports are generated. From the outside, everything appears functional. And yet, inside many organizations, the CRM feels unreliable….
As a small business owner, you have a lot on your plate. From managing finances and operations to marketing and sales, there are countless tasks that demand your attention. That’s why it’s essential to have the right tools in place to help you stay organized, streamline your processes, and grow your business. One tool that…
Editorial note:This article was written earlier in the site’s life and reflects a more general discussion of CRM concepts. If you’re looking for a clearer, experience-based view on how CRM systems actually succeed or fail in practice, start here:CRM Done Right — How to Implement CRM Systems That Actually Work As a business owner, you…