To date, our CRM is bare. You know that typical tumbleweed image? That's what I get when I search for why we've won or lost deals.
So at some point, I'm going to have to tell a tenured team of BDs that they're going to be spending a significant amount of additional time on uploading their deal notes and keeping a better health check on their CRM profiles.
I'm anticipating the standard push back - AE's & SDRs - what would your push back be?
Anyone got any really good arguments for not putting their notes into their CRM?
Just as an FYI - I'm really referring to putting discovery notes & demo follow-up notes in. Nothing too drastic for the moment.