Hardware Podcasts

Why Sticky Notes and Spreadsheets are not a CRM

The Manufacturing Executive · 15 Mar 2022 · 38m · Episode 93

What this episode covers

Ron Pretzie and Andy Keehn from Prolifiq, along with retired CEO Dave Sheer of The Steel Supply Company, discuss why mid-sized manufacturers struggle to adopt CRM systems, often relying on spreadsheets and sticky notes. They argue that successful implementation requires top-down leadership buy-in, tying CRM usage to compensation, and assigning a dedicated owner to drive adoption rather than treating it as an IT afterthought. The guests emphasize that CRMs like Salesforce are essential for preserving tribal knowledge when salespeople leave, mapping complex buying committees, and enabling strategic account planning to drive revenue growth.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Prolifiq, The Steel Supply Company, Prolific
Tools
Salesforce, Microsoft Dynamics, HubSpot, Oracle Sales Cloud

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