When did everyone stop believing the CRM?
The biggest CRM problem might not be bad data. It might be that nobody quite believes the data that's already there. We're trying to work out how common that is.
Does this sound familiar?
Bits and bobs
Stuff we've noticed, made, wondered about, found interesting or couldn't resist fiddling with.
The biggest CRM problem might not be bad data. It might be that nobody quite believes the data that's already there. We're trying to work out how common that is.
Does this sound familiar?
They want the phone answered when everyone's up a ladder. That's a different thing, and it's a much smaller thing to build.
We don't know who created it. 14,806 contacts have a value in it. Nobody is prepared to delete it.
Won and lost are easy. The interesting pile is the one in the middle: quotes that were never answered, never chased and never closed.
How does this work in your business?
Describe how your team does something in plain English. Get back a map of every step, and a shortlist of the ones worth deleting.
Six minutes of Danny building an enquiry handler that argues with itself, and talking through the bits that didn't work.
An agent that reads our shared inbox, works out what each message actually wants, and drafts the reply. We still press send. For now.
The dangerous automations aren't the ones that break. They're the ones that break politely and say nothing.
No explanation was provided. We respected its wishes.
Every business has one. It runs something important. Nobody wrote it. Everybody's a bit scared of it.
Twenty questions, one honest score, and a list of the things quietly costing you money. No sales call at the end of it.
A piece arguing that the best business tools are the ones nobody talks about, because talking about them means something has gone wrong.
A working demo of the bridge we build when the quoting system and the CRM have no intention of ever getting along.
Half of this exists because one of us noticed something on a Tuesday. If you've got a version of any of it happening in your business, we'd genuinely like to hear about it.