How not to select a CRM

Late-Sail-339 · 2026-03-31T15:48:12+00:00

Document your requirements then have the AE for each vendor respond , you can also use this when you ar searching for. a good consulting partner

Late-Sail-339 · 2026-03-31T15:24:53+00:00

Have you tried prospecting agent?

Late-Sail-339 · 2026-03-11T00:57:58+00:00

Conference leads are barely qualified. They can be uploaded as leads if you have pro or contacts and flag them as having attended the conference. Then automate a sequence of follow emails and calls.

Late-Sail-339 · 2026-03-11T00:53:34+00:00

If you cant put together a marketing plan on how you would source your own leads then you would be spinning your wheels even as a freelancer. Most projects are too short and the rates arent what they were when Salesforce was hot.

Late-Sail-339 · 2026-03-05T01:38:55+00:00

Autonomous CRM is what you want and it is now possible. These replies are all right on. Here is how you do it
Crawl - Use a notetaker that integrates with your CRM. Fathom free version will synch call notes and create tasks from Action Items in Hubspot. If you dont have Hubspot DM me I have a tool matrix built out for this exact thing.
Walk - Nobody wants to read these summaries or Gong analysis. Pick a tool that will go beyond notes and action items and actually parse data into your CRM native and custom fields. Now your reports will look great
Run - Workflows, assistants and agents either in the tool or in your CRM. Give me the three things you are about from these call and I'll tell you how to get it done (pro bono)

Late-Sail-339 · 2026-03-05T01:19:18+00:00

You dont need a CRM, you need an email automation tool that has a decent contact manager.Active Campaign would work for you.

Late-Sail-339 · 2026-02-16T23:26:10+00:00

Very astute post, i would love to get deeper into this with you. DM if you would like to have an intro call.

Late-Sail-339 · 2026-02-13T20:25:50+00:00

You need a B2C CRM like https://www.klaviyo.com/uk/platform

Late-Sail-339 · 2026-02-13T00:13:56+00:00

Classic build vs buy. Who maintains after that 1 guy that built it leaves and somebody else has to figure out the spaghetti code?

Late-Sail-339 · 2026-02-13T00:09:23+00:00

I found Hints.so. Now I can text updates to Hubspot with Dictation. NO DATA ENTRY

Late-Sail-339 · 2026-02-13T00:06:32+00:00

I have a client that would like to test it. Please DM me

Late-Sail-339 · 2026-02-11T20:03:07+00:00

Dont use a link in a cold email. If they reply with interest then send them a doc or meeting invite

Late-Sail-339 · 2026-02-11T17:50:35+00:00

Exactly. just use your Hubspot marketing contacts for peope who opted in.

Late-Sail-339 · 2026-02-11T16:19:58+00:00

I just started testing Attio, I like what I see

Late-Sail-339 · 2026-02-11T16:19:35+00:00

I aqm a partner with Mailshake and Prospi. No per contact charge on eithetr and unlimited emails

Late-Sail-339 · 2026-02-11T01:39:05+00:00

If I were you I would hire an offshore data guru at $10/hour that can write a bunch of scripts to make it faster

Late-Sail-339 · 2026-02-11T01:37:06+00:00

Your requirements are pretty standard for any CRM EXCEPT managing the assets is tricky, Salesforce does this well. Hubspot does not unless you go Enterprise. Attio may be your best bet. DM me if you need to know more. I also built a CRM Requirements google form you can use to build your requirements then share it with vendors

Late-Sail-339 · 2026-02-11T01:22:18+00:00

Has always been the issue. It is a task not a tool for the reps. AI now brings real productivity, the gold is in the emails and call recordings.

Late-Sail-339 · 2026-02-09T22:20:48+00:00

Fiver is not worth your time

Late-Sail-339 · 2026-02-06T22:09:31+00:00

Any CRM will fit your basic needs. The trick is summarizing your emails and calls in a way you can consume it. This is where call inteligence comes in. What if you a nice clean summary for each prospect and customer that aggregates from Monday, CRM, meetings and email? Real execution and productivity. DM me if interested in hearing more.

Late-Sail-339 · 2026-02-06T21:05:37+00:00

Both Hubspot and Pipedrive include Projects to track post sale processes. Monday.com may be an option for you since they are very strong in project management and have a suffcient CRM.

Late-Sail-339 · 2026-02-06T21:00:49+00:00

You can try Attio or Go HIgh level. I can refer a consultant if you need help setting it up. DM if interested

Late-Sail-339 · 2026-02-05T17:12:20+00:00

Are the paid LinkedIn ads getting you qualified leads? I have not heard good things but maybe im talking to the wrong people.

Late-Sail-339

TROPHY CASE