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You check your CRM and see 40 deals in various stages. Which one needs attention first?
You check your CRM and see 40 deals in various stages. Which one needs attention first?
But what if we applied similar thinking to business tools?
Imagine a standard protocol for:
Contact cards (like vCard but modern)
But what if we applied similar thinking to business tools?
Imagine a standard protocol for:
Contact cards (like vCard but modern)
If you have ANY customers in the EU, you must comply.
Key requirements your CRM must support:
If you have ANY customers in the EU, you must comply.
Key requirements your CRM must support:
"Workflow automation" used to mean something specific: orchestrating complex multi-step processes with conditional logic.
Now it means:
"Workflow automation" used to mean something specific: orchestrating complex multi-step processes with conditional logic.
Now it means:
We charge $47/month.
Are we missing features? No. Are we cutting corners? No. Do we have worse support? No.
We charge $47/month.
Are we missing features? No. Are we cutting corners? No. Do we have worse support? No.
Technical answer: Key management is hard when users lose passwords.
Real answer: They want to be able to analyze your data for "insights" and "improvements."
Technical answer: Key management is hard when users lose passwords.
Real answer: They want to be able to analyze your data for "insights" and "improvements."
The word "relationship" in "Customer Relationship Management" has lost all meaning.
Relationships require:
The word "relationship" in "Customer Relationship Management" has lost all meaning.
Relationships require:
Set SLA (service level agreements) for each stage.
Example:
Set SLA (service level agreements) for each stage.
Example:
Every major CRM now has "enrichment" features. They auto-fill contact details from third-party databases.
Every major CRM now has "enrichment" features. They auto-fill contact details from third-party databases.
Most vendors won't tell you. We will:
Servers/hosting: ~$2K/month
Most vendors won't tell you. We will:
Servers/hosting: ~$2K/month
"You need AI lead scoring!" No. You need to answer the phone faster.
"You need advanced analytics!" No. You need to follow up consistently.
"You need omnichannel engagement!" No. You need to send the email you've been avoiding.
"You need AI lead scoring!" No. You need to answer the phone faster.
"You need advanced analytics!" No. You need to follow up consistently.
"You need omnichannel engagement!" No. You need to send the email you've been avoiding.
Why isn't there a federated CRM protocol?
Imagine:
Why isn't there a federated CRM protocol?
Imagine:
Most businesses don't need a CRM. They need discipline.
A CRM doesn't magically make you follow up. It reminds you. A CRM doesn't magically close deals.
Most businesses don't need a CRM. They need discipline.
A CRM doesn't magically make you follow up. It reminds you. A CRM doesn't magically close deals.
Name your stages based on ACTIONS, not STATUS.
Bad: "Contacted" "Interested" "Negotiating" Good: "Send Proposal" "Schedule
Name your stages based on ACTIONS, not STATUS.
Bad: "Contacted" "Interested" "Negotiating" Good: "Send Proposal" "Schedule
Most CRMs claim "open API" but then:
Rate limit you to death (10 calls/min? Really?)
Most CRMs claim "open API" but then:
Rate limit you to death (10 calls/min? Really?)
Why we don't charge per-user pricing:
Sales teams already have enough problems. They don't need to worry about:
Why we don't charge per-user pricing:
Sales teams already have enough problems. They don't need to worry about:
Real story: A client came to us from a "free" CRM.
Turns out "free" meant:
Real story: A client came to us from a "free" CRM.
Turns out "free" meant:
The CRM industry has a dirty secret:
Most "AI features" are just basic conditional logic with fancy marketing.
The CRM industry has a dirty secret:
Most "AI features" are just basic conditional logic with fancy marketing.
Been thinking about why so many businesses hate their CRM...
It's not the CRM's fault. It's a trust issue.
Been thinking about why so many businesses hate their CRM...
It's not the CRM's fault. It's a trust issue.
#CRM #SalesTech #CRMSoftware #DigitalTransformation #SalesTools #TechTrends
#CRM #SalesTech #CRMSoftware #DigitalTransformation #SalesTools #TechTrends
"We care about your privacy" is the most overused phrase in tech.
Here's how to tell if a CRM actually cares:
✅ They tell you EXACTLY what data they collect ✅ You can export ALL your data in standard formats (CSV/JSON)
"We care about your privacy" is the most overused phrase in tech.
Here's how to tell if a CRM actually cares:
✅ They tell you EXACTLY what data they collect ✅ You can export ALL your data in standard formats (CSV/JSON)
#CRM #SalesManagement #B2BSales #SalesLeadership #RevenueGrowth
#CRM #SalesManagement #B2BSales #SalesLeadership #RevenueGrowth
Real talk about CRM pricing models:
Most vendors do this:
Real talk about CRM pricing models:
Most vendors do this:
#CRM #SalesTeam #B2BSales #SalesTechnology #CRMTools #SalesSuccess
#CRM #SalesTeam #B2BSales #SalesTechnology #CRMTools #SalesSuccess
Hot take on CRM architecture in 2025:
Self-hosted ≠ more secure Cloud-hosted ≠ less private
Hot take on CRM architecture in 2025:
Self-hosted ≠ more secure Cloud-hosted ≠ less private