If you lead revenue or finance and feel your CRM has become a necessary evil instead of a growth engine, this webinar is for you. Many leadership teams are now ditching or redesigning legacy platforms like Salesforce and other older CRMs because adoption is low, data is incomplete, and the system no longer fits how their people actually sell and serve customers.
In this practical session, Bill Hoffman, Net at Work CRM Practice Director, will show how to put CRM back at the center of your business by focusing on user experience, integrated processes, and executive alignment rather than more features and licenses. You will see how a modern, connected CRM approach can improve visibility across sales, marketing, service, finance, and operations so you can make faster, data-driven decisions without burdening your teams with extra admin work.
Specifically, you will learn how to:
- Diagnose whether your current CRM is truly driving revenue, cost reduction, and risk reduction or just tracking activity.
- Identify the real reasons CRM adoption fails and what it takes to reach near 100 percent use among sales and customer facing teams.
- Design a phased, low risk roadmap to move away from an outdated or misfit CRM without disrupting your pipeline, forecasts, or reporting.
- Use integrated data and AI assisted workflows to improve forecast accuracy, customer experience, and accountability across departments.
By the end of this recorded event, you will have a clear view of what “good” looks like for a modern CRM driven business, plus a concrete next step: a Free CRM Health Check that benchmarks your current system and highlights specific actions to unlock more revenue, efficiency, and insight from your customer data