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Index/Ops/It's the End of the Week!
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The CRM Playbook: Driving Adoption & Clean Data for "Seller-Doer" Teams

It's the End of the Week! · 2026-05-22 · 35 min

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Episode notes

Why do so many CRM implementations fail? In this episode of It's The End of The Week, LIDD’s Head of Sales, Jeff, and CRM Implementation Consultant, Alex, strip away the corporate buzzwords to reveal the practical mechanics of a highly effective CRM strategy. For professional services and consulting firms, sales reps aren't just selling - they are delivering the projects. This "seller-doer" reality means your CRM must be an efficiency tool, not an administrative prison. Alex and Jeff outline how to combat user resentment by tying software fields directly to business objectives, automating the tedious stuff (like duplicate checking via third-party tools), and introducing feature changes through "progressive overload".

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