When the CRM Is Allowed to Say “No” Most CRM systems are designed to keep things moving. Deals advance, stages change, and records flow forward with minimal resistance. From the outside, this looks healthy. Activity is visible, pipelines feel alive, and progress appears constant. Yet many of the most damaging CRM failures begin in systems…
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….