Why Messy CRMs Are Strategy Problems, Not Tech Problems
Most CRM issues are blamed on the tool. The tool is rarely the problem.
CRMs become messy when strategy is unclear. When teams do not agree on definitions, paths, or ownership, the system reflects that confusion.
A CRM cannot fix undefined stages, conflicting priorities, missing rules, or inconsistent behavior.
Cleaning a CRM without addressing strategy only creates temporary relief.
The real work is clarifying lifecycle stages, decision rules, and ownership so the system reflects how the business actually operates.
I help teams do the strategy work first so the tools can finally work as intended.
That shift changes everything downstream. Schedule a call by clicking the button in the upper right had corner.
