The B2B Podcast Index
Index
All categories
MarketingSalesSaaSFinanceHROpsLeadershipCustomer SuccessAI & DataProductStartups & FoundersRevOpsEngineering & DevTools
MethodologySubmit
Best of:MarketingSalesSaaSFinanceHROpsLeadershipCustomer SuccessAI & DataProductStartups & FoundersRevOpsEngineering & DevTools
An independent project byFame
SearchBest episodesGuestsInsightsMethodologySubmit a podcast
Index/RevOps/Revops Therapy
Revops Therapy artwork

5 Key Concepts to Maximize CRMs with Trevor Wellen

Revops Therapy · 2023-05-03 · 31 min

0:00--:--

Episode notes

Trevor Wellen , Principal at MavenForce , lays out a simple plan to maximize your CRM and user adoption. In five no-brainer steps, Trevor shares the necessity of having a good user interface to keep things organized, relying on data to drive decisions, communicating changes, building a Help Desk function to keep what would-be-bumps rolling efficiently, and why your best adoption strategy needs to be to build up your current platforms before you build wide. He shares these solutions with RevOps Therapist and CEO and founder of Greaser Consulting, Jordan Greaser , to help you maximize your current CRM, keep your users plugged in and cruising, and allow you to evaluate future needs as your sales ops flourish

More from Revops Therapy

All episodes →
  • Artificial intelligence for good with Tomer Zuker47 / 100
  • Persona-lization, not personalization with Jerry Pharr
  • Celebrate the Achievements of Women in Leadership with Yael Kahn
  • Is CSM just a fancy, new title for AM? - with Stephen Sunshine
  • Engaging and enabling Gen Z with Alicja Arts
Explore the best B2B RevOps podcasts →
All Revops Therapy episodes →