Common questions
The questions most teams ask before they call.
Why your CRM data is probably worse than it looks
Most CRMs look complete but aren't: about 79% of deal activity never gets logged, and much of what is logged is a rep satisfying a required field, not a real record of what happened.
Read the full article →The three-question audit
Check whether CRM stages match reality, whether logged activity would survive a direct customer check, and whether the forecast would hold up if you personally stopped reviewing it for two weeks.
Read the full article →Why fixing this with more fields or more training doesn't work
More required fields and training don't fix this because the CRM was built to log activity, not capture judgment — the actual read on a deal's health still lives in one person's head.
Read the full article →