Adopting a New CRM: Do's and Don'ts

Emily and Maryanne dive into the essentials of adopting a new CRM, sharing their top do’s and don’ts to help you get the most out of your CRM implementation. Whether you're upgrading or starting fresh, they cover best practices for setting up, training, and optimizing your CRM system. Together, they cover: - Key do’s for CRM setup, including evaluating options and setting business goals - Common don’ts to avoid, like overcomplicating workflows and neglecting data quality - The importance of training, user feedback, and ongoing adjustments Tune in for actionable tips to successfully integrate and maximize your CRM, plus expert advice in a Q&A session on B2B content and audience engagement. We Want to Hear From You! Ask us any of your burning B2B Sales & Marketing questions below! Email Us: B2Bsalesandmarketinghotline@leadg2.com Leave Us A Voicemail: https://www.speakpipe.com/B2Bsalesandmarketinghotline Connect with the Hosts! Maryanne McWhirter: https://www.linkedin.com/in/maryannemcwhirter/ Emily Hartzell: https://www.linkedin.com/in/emily-hartzell/ Learn More About LeadG2! LeadG2: https://leadg2.thecenterforsalesstrategy.com/