Lately, I’ve been seeing more and more sales teams using my CRM software.
Pretty cool, right?
But there’s one thing I’ve noticed during calls: a lot of CEOs really struggle to pick the right CRM for their team.
So if you’re a busy CEO, let me help you understand the mistakes you absolutely need to avoid if you want your CRM project to actually be successful.
How to pick a CRM for your Sales Team as a BUSY CEO (TL;DR) | ||
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Too many CEOs pick the wrong CRM and then wonder why adoption fails.
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Mistake #1: Picking a CRM for managers, not doers
Most CEOs are control freaks.
They want top-notch CRM analytics to build endless revenue projections.
At first, that sounds great.
In reality, it’s a terrible move.
The CRMs with the best analytics are usually the worst CRMs for the people doing the actual work.
Your priority should be simple: get your sales reps to sell, not to get stuck in a CRM they won’t use.
Mistake #2: Picking a legacy CRM “because everyone uses it”
If you do a quick search online, you’ll mostly see three CRMs everywhere:
Pipedrive, HubSpot, and Salesforce.
If you ask other founders, chances are they’re using one of those as well. So naturally, you might think choosing a legacy CRM is the safe choice.
It’s not.
Once again, your sales reps should spend their time selling, not dealing with complexity. With these CRMs, you’re often killing productivity.
Let’s say your sales team mainly sells through LinkedIn and email.
Why would you choose a CRM that only integrates properly with email?
Just imagine the amount of manual data entry involved.
It makes no sense.
Instead, you should pick a CRM that matches how your sales reps actually work, not how you wish they worked.
Mistake #3: Ignoring AI-native CRMs
This is where AI-native CRMs come in.
An AI CRM allows you to eliminate manual data entry almost entirely. The CRM updates itself by:
Keeping pipelines up to date without effort
Your sales team’s only job becomes one thing: selling.
If you’re serious about CRM adoption, don’t choose a CRM assuming you will be the main user.
As a CEO, you can define a few mandatory requirements, like reporting or high-level analytics. But the real priority is helping your team work faster and more efficiently.
If they make more money, you make more money.
That’s the goal.
Alright guys, if you liked this article, make sure to try my CRM software Breakcold!
Cheers.
