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Episode 107: From Excuses to Execution: 6 CRM Adoption Challenges and How to Solve Them

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Content provided by Lift Enablement, Doug Davidoff, and Jess Cardenas. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lift Enablement, Doug Davidoff, and Jess Cardenas or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

The more we help conduct CRM implementations, the more we hear how people don’t use their CRM. Whether it’s because it feels like a burden, they don’t see the value, they think it slows them down, or something else, CRM adoption remains a challenge for many teams.

In this episode of The RevOps Show, Doug and Jess dig into the most common reasons why sales teams don’t use CRM systems. They discuss strategies to overcome those challenges and provide practical tips to get teams fully leveraging their CRM to accelerate growth.

Get your copy of The Revenue Acceleration Framework here!

For updates on new episodes follow us on:

  continue reading

125 episodes

Artwork
iconShare
 
Manage episode 460017674 series 3005263
Content provided by Lift Enablement, Doug Davidoff, and Jess Cardenas. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lift Enablement, Doug Davidoff, and Jess Cardenas or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

The more we help conduct CRM implementations, the more we hear how people don’t use their CRM. Whether it’s because it feels like a burden, they don’t see the value, they think it slows them down, or something else, CRM adoption remains a challenge for many teams.

In this episode of The RevOps Show, Doug and Jess dig into the most common reasons why sales teams don’t use CRM systems. They discuss strategies to overcome those challenges and provide practical tips to get teams fully leveraging their CRM to accelerate growth.

Get your copy of The Revenue Acceleration Framework here!

For updates on new episodes follow us on:

  continue reading

125 episodes

All episodes

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We’re back with Part 2 of our special anniversary episode! Doug and Jess delve into key insights and reflections from last year as they revisit The Revenue Acceleration Framework. Doug shares how his understanding of the content has evolved, especially with the swift rise of AI. Jess prompts an exploration of new ideas they’ve encountered since the book’s release. For updates on new episodes, follow us on: LinkedIn: Lift Enablement , Doug Davidoff , Jess Cardenas Subscribe to our YouTube channel! You can access the show notes and watch the video version of the show on our page . Thanks for listening and remember to just say no to shitty RevOps!…
 
In this special anniversary episode, Doug and Jess celebrate one year since the release of Doug’s book, The Revenue Acceleration Framework–and they’re bringing the real talk. From behind-the-scenes lessons to big client wins, they reflect on what’s changed, what still holds true, and where RevOps is heading next. If you’re leading a team, navigating change, or just curious about what’s next in the RevOps world, this episode’s for you. For updates on new episodes, follow us on: LinkedIn: Lift Enablement , Doug Davidoff , Jess Cardenas Subscribe to our YouTube channel! You can access the show notes and watch the video version of the show on our page . Thanks for listening and remember to just say no to shitty RevOps!…
 
You’ve launched your CRM and the excitement for the new system is starting to fade. The honeymoon phase is over…now what? In this episode, Jess and Doug dive into the challenges that arise after the initial excitement of a new CRM launch fades. The discussion highlights practical strategies for maintaining user engagement, optimizing CRM usage, and ensuring sustained effectiveness within the sales and marketing processes. For updates on new episodes, follow us on: LinkedIn: Lift Enablement , Doug Davidoff , Jess Cardenas Subscribe to our YouTube channel! You can access the show notes and watch the video version of the show on our page . Thanks for listening and remember to just say no to shitty RevOps!…
 
In this episode of The RevOps Show, hosts Doug and Jess delve into the concept of acceleration cycles, a core principle from Doug’s best-selling book, The Revenue Acceleration Framework . As they celebrate the book’s one-year anniversary, they discuss how acceleration cycles can transform how businesses approach strategy and execution. For updates on new episodes, follow us on: LinkedIn: Lift Enablement , Doug Davidoff , Jess Cardenas Subscribe to our YouTube channel! You can access the show notes and watch the video version of the show on our page . Thanks for listening and remember to just say no to shitty RevOps!…
 
Delve into the fascinating world of behavioral science with Doug and Jess…specifically exploring how it impacts decision-making and how it can be leveraged within RevOps. Today’s conversation touches on critical themes such as uncertainty aversion, status quo bias, and the importance of clear communication in fostering trust among buyers. For updates on new episodes, follow us on: LinkedIn: Lift Enablement , Doug Davidoff , Jess Cardenas Subscribe to our YouTube channel! You can access the show notes and watch the video version of the show on our page . Thanks for listening and remember to just say no to shitty RevOps!…
 
Deal Quality is the missing ingredient in your sales process. Doug and Jess explore the often-overlooked topic of deal quality and its significant impact on sales forecasting. They discuss how poor deal quality can disrupt forecasts, the crucial roles of marketing and training in enhancing deal quality, and share practical tools, including a deal quality calculator, for assessing and improving pipeline health. For updates on new episodes, follow us on: LinkedIn: Lift Enablement , Doug Davidoff , Jess Cardenas Subscribe to our YouTube channel! You can access the show notes and watch the video version of the show on our page . Thanks for listening and remember to just say no to shitty RevOps!…
 
Shrink the middle of your projects. In project management, the middle is where momentum stalls and complexity takes over. The longer a project lingers there, the less likely it is to reach the finish line successfully. In this episode, Doug and Jess discuss why projects fail due to inertia and overcomplication—and how breaking them into smaller, more manageable parts can keep things moving and lead to better results. Tune in for practical insights on keeping your projects on track! For updates on new episodes, follow us on: LinkedIn: Lift Enablement , Doug Davidoff , Jess Cardenas Subscribe to our YouTube channel! You can access the show notes and watch the video version of the show on our page . Thanks for listening and remember to just say no to shitty RevOps!…
 
What do Goldilocks and CRM implementations have in common? The balance of their implementation needs to be just right. How much freedom should organizations grant their users to mess with the CRM? Doug and Jess explore the complexities of user access within the CRM and the nuances of balancing access and control to ensure both effective utilization and data integrity. For updates on new episodes follow us on: LinkedIn: Lift Enablement , Doug Davidoff , Jess Cardenas Subscribe to our YouTube channel! You can access the show notes and watch the video version of the show on our page . Thanks for listening and remember to just say no to shitty RevOps!…
 
Dive into the common pitfalls of dashboard creation and best practices for crafting effective, insightful reports. Doug and Jess explore the frequent mistakes made in sales reporting, emphasizing the importance of clarity. They discuss the need for dashboards to serve a specific job to be done, the dangers of information overload, and the importance of collaboration between data teams and leadership. For updates on new episodes follow us on: LinkedIn: Lift Enablement , Doug Davidoff , Jess Cardenas Subscribe to our YouTube channel! You can access the show notes and watch the video version of the show on our page . Thanks for listening and remember to just say no to shitty RevOps!…
 
There is a critical distinction between speed and velocity in business. The common misconception is that moving fast equates to progress. In reality, there’s an importance of direction and intentionality in achieving meaningful results. Doug and Jess explore the impact of prioritizing speed over velocity, the concept of “levels of complete,” and how a velocity mindset can lead to more efficient and effective operations. For updates on new episodes follow us on: LinkedIn: Lift Enablement , Doug Davidoff , Jess Cardenas Subscribe to our YouTube channel! You can access the show notes and watch the video version of the show on our page . Thanks for listening and remember to just say no to shitty RevOps!…
 
There’s a common misconception of the customer journey. It’s often mistaken as the path to becoming a customer. Rather there should be emphasis on viewing it as a continuous cycle that extends beyond the initial sale. Join Doug and Jess as they discuss the significance of focusing on the entire customer lifecycle and the crucial role of revenue operations in mapping the customer journey. For updates on new episodes follow us on: LinkedIn: Lift Enablement , Doug Davidoff , Jess Cardenas Subscribe to our YouTube channel! You can access the show notes and watch the video version of the show on our page . Thanks for listening and remember to just say no to shitty RevOps!…
 
What in the world is a business analyst? Join Doug and Jess in this episode of The RevOps Show as they provide a definition of the business analyst role, discuss the skills needed, when an organization should hire one, and the problems that a business analyst helps solve. For updates on new episodes follow us on: LinkedIn: Lift Enablement , Doug Davidoff , Jess Cardenas Subscribe to our YouTube channel! You can access the show notes and watch the video version of the show on our page . Thanks for listening and remember to just say no to shitty RevOps!…
 
The more we help conduct CRM implementations, the more we hear how people don’t use their CRM. Whether it’s because it feels like a burden, they don’t see the value, they think it slows them down, or something else, CRM adoption remains a challenge for many teams. In this episode of The RevOps Show, Doug and Jess dig into the most common reasons why sales teams don’t use CRM systems. They discuss strategies to overcome those challenges and provide practical tips to get teams fully leveraging their CRM to accelerate growth. Get your copy of The Revenue Acceleration Framework here! For updates on new episodes follow us on: LinkedIn: Lift Enablement , Doug Davidoff , Jess Cardenas Subscribe to our YouTube channel! You can access the show notes and watch the video version of the show on our page . Thanks for listening and remember to just say no to shitty RevOps!…
 
We’ve made it to the end of the year! In this final episode of The RevOps Show for 2024, Doug and Jess reflect on the year, including their favorite and regretted episodes, biggest changes, insights, mistakes, and predictions for 2025. Expect a thoughtful and honest review of the year as well as practical insights to apply to their own RevOps strategies going into next year. Get a copy of The Revenue Acceleration Framework here For updates on new episodes follow us on: LinkedIn: Lift Enablement , Doug Davidoff , Jess Cardenas Subscribe to our YouTube channel! You can access the show notes and watch the video version of the show on our page . Thanks for listening and remember to just say no to shitty RevOps!…
 
Looking for the right leadership model for your business? Fractional, Outsourcing, or BPO (Business Process Outsourcing) each comes with its own benefits and challenges. How do you choose the best fit? And what does it take to make these approaches successful? In this episode of The RevOps Show Doug and Jess explore the key differences and surprising similarities between these models. They explain why companies might opt for them over full-time hires, and share tips to ensure success with each. For updates on new episodes follow us on: LinkedIn: Lift Enablement , Doug Davidoff , Jess Cardenas Subscribe to our YouTube channel! You can access the show notes and watch the video version of the show on our page . Thanks for listening and remember to just say no to shitty RevOps!…
 
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