thecrmsuccessshow

Talking with the people who own the largest and most complex #crm systems.

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Asked to redo his career, Rob would flip it: startup first. 🚀

Watch the full conversation on The CRM Success Show.

#CRM #Salesforce #CareerAdvice

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His contractor showed up empty-handed. So Rob taught himself ETL. 🛠️

Rob Lajeunesse, Senior Director of Product Management at Angi, on the choice every young consultant faces.

When a problem lands on you, do you escalate it or dive in?

#CRM #Salesforce #SalesforceCareers

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A $500K SI engagement should buy more than a three-hour readout.

Pranav Lal is blunt about it: in 15 years, global SIs haven't fit startups. Shallow assessments, output his own team could beat in a week, and every dollar counts.

#CRM #Salesforce #Consulting

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People quit when they stop feeling heard. 🚪

Gusto's Pranav Lal, Head of Business Technology and Enterprise Systems, on what exit interviews actually reveal.

When did you last ask your team if they feel supported?

#CRM #Salesforce #Leadership

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If your process only lives in people's heads, Salesforce will find out.

Jon Beller's hindsight: few process maps, aspirational docs, leadership that kept changing its mind. Big wins, lots of burned hours. Discovery should have run longer.

#CRM #Salesforce #CRMImplementation

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If your process only lives in people's heads, Salesforce will find out.

Jon Beller's hindsight: few process maps, aspirational docs, leadership that kept changing its mind. Big wins, lots of burned hours. Discovery should have run longer.

#CRM #Salesforce #CRMImplementation

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Hiring a Salesforce partner? Make sure it isn't a vendor.

Jon Beller's line: a partner has skin in the game and takes risk with you. A vendor runs the six-month SOW, and the day after, you're done or reviewing a change order.

#CRM #Salesforce #VendorManagement

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The Season 4 agenda, straight from the hosts.

The clouds they haven't hit yet. AI, because that's what everyone wants to talk about right now. And a Marketing Cloud guest, the one sphere the show hasn't covered much.

Season 4 is live.

#CRM #Salesforce #AI

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Story episodes or theme episodes? Khero's answer for Season 4: both.

Project implementation stories and topic deep dives, side by side. Give listeners what they want, and what they want is variety.

Season 4 is streaming now.

#CRM #Salesforce #Podcast

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Khero's Season 3 standout: the Chris Pearson episode.

Tougher market, more competition, AI in the mix. Chris broke down how to leverage your network and stand out from the crowd. The one episode that really got Khero's attention.

Season 4 is out.

#CRM #Salesforce #Podcast

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If you're going into RevOps, you have to want to win more than your sellers do.

Ethan Lippman's rule number one: "RevOps is not an operations first. RevOps is revenue first. It's not called OpsRev, it's called RevOps." Your job is revenue.

#CRM #Salesforce #RevOps

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Your first weeks in a new role are when you see what everyone else stopped noticing.

Ethan Lippman to sellers who want into RevOps: "Don't do the job you have to, do the job you wanna do." Find the orange cords the team stopped seeing. Fix them.

#CRM #Salesforce #CareerChange

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A seller asks RevOps for a field. The field is rarely the real problem.

Ethan Lippman treats seller requests like symptoms, not prescriptions. Diagnose the pain first. Sometimes the answer is no: "multi-select pick lists are a nightmare to report on."

#CRM #Salesforce #RevOps

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Hire operations before you hire sales.

Small companies think growth means more salespeople. Maxwell Mozes, who ran global sales ops at Amazon Business, disagrees: "you hire operations ahead of sales, because who's gonna build it out?"

#CRM #Salesforce #RevOps

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Sales owns the relationship. Customer care owns the resolution.

Customer support, Maxwell Mozes argues, is a parallel partner to sales. Sales and success teams' "time is most valuably spent on pursuing and maintaining the relationships."

#CRM #Salesforce #RevOps

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Nobody is going to assign you the work that gets you noticed.

Every company has more work than it's assigning. Maxwell Mozes on the people who step into that gap: "they're increasing their scope on their own without being asked for it."

#CRM #Salesforce #CareerAdvice

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Almost every employee at Vari uses Salesforce hourly. Jason Belote still rates the project an 8.

The vision was one pane of glass. As he puts it: "The one thing that maybe disappoints me is it's not 100%." Teams still pivot to the ERP or a spreadsheet.

#CRM #Salesforce #ERP

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The simple, elegant Salesforce solution is the harder one to build.

Jason Belote on why teams over-engineer: "It's a lot harder to make a simple, elegant solution that solves the problem versus a really complex, heavily customized solution."

#CRM #Salesforce #CRMImplementation

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Vari started with a founder stacking boxes on his desk to fix his back.

Every standing desk they ordered came in a million pieces. So they built the VariDesk. As Jason Belote puts it: "We invented that category."

#CRM #Salesforce #DigitalTransformation

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Once someone has decided to leave, convincing them is too late.

Chris Pearson treats the exit conversation like a project retro: "you're gonna get some nugget of wisdom that's going to make you smarter the next time."

#CRM #Salesforce #Leadership