Mini-course
A CRM your team actually fills in
“We have a CRM, but nobody fills it in.” The problem is almost never the tool: it is what the tool is asked to do. Five lessons to a CRM that stays up to date without chasing anyone.
You have already paid for a CRM. Maybe two. And sales still live in inboxes, follow-ups go out on gut feeling, and you find out about lost files three weeks too late.
This mini-course will not sell you one more tool. It takes the problem in order: why your current CRM is empty, how to choose light, which minimal structure actually holds, how files come alive in it with no re-entry, and the team ritual that keeps it up to date without policing.
Every lesson ends with something you can do this week, with your current team and your current tools.
The programme
- 1 Why your CRM is empty Nobody fills in a tool that gives nothing back. The three real reasons behind an empty CRM, and none of them is a lazy team. 2 min
- 2 Choosing light: what matters at 5-30 people Comparison sites line up two hundred features. At your size, four criteria decide everything, and per-seat pricing is one of them. 1 min
- 3 The minimal structure: one pipeline, records, three fields Every added field lowers the fill-in rate. The structure that holds: five stages, three required fields, and nothing else. 1 min
- 4 Files that live: quotes, follow-ups, calendar A living CRM is one you work from: the quote reuses the record, the follow-up prepares itself, the meeting lands in the file without copying. 1 min
- 5 The 15-minute ritual A CRM stays up to date when it is used to decide, every week, in front of everyone. The exact format, and the two traps that kill it. 1 min
Frequent questions
Do we need to change CRM to follow this course?
No. Most teams keep their current tool: what changes is the structure and the ritual. Lesson 2 gives the criteria if, and only if, a change is due.
How much time does it take?
Forty-five minutes of reading, then one action per week. After a month, the CRM reflects reality: the only goal that matters.