The Power of Effective Systems and CRM Implementation | Sales Blog


In today's digital-driven business landscape, the role of customer relationship management (CRM) systems cannot be overstated.


Years ago, I focused on recruitment and saw great salespeople enter poorly managed sales processes and fail miserably. Meanwhile, average salespeople who were working within strong sales systems were thriving. 

I realized a disheartening truth - great salespeople were often hindered by inefficient systems, leading to subpar results. Contrarily, even average salespeople could excel given the right systems. This realization was pivotal in my decision to create Set 2 Close, a company dedicated to creating effective systems that not only serve companies but also benefit candidates.

The success mantra is simple yet profound: systems first, processes second, and people third. A harmonious combination of great people, effective processes, and efficient systems is the key to financial success. However, the implementation of a CRM can be a daunting task if not executed correctly. The difference between good and bad implementation is like night and day, and it all begins with defining clear objectives.

Clarifying The Objective

The primary objective behind implementing a CRM is usually to drive more revenue. To achieve this goal, it's essential to involve your sales, marketing, and customer success teams in the process. Understand their needs, their challenges, and their visions for the future. Your team is a goldmine of insights - make sure to tap into it. Remember, the effectiveness of a CRM is directly proportional to its usage by the team.

Finding the Right Tech Stack For Your Team

The selection of the right technology for your organization can be a complex task. Different companies have different needs, and one solution may not fit all. Therefore, it's crucial to understand your organization's requirements and how they align with the features of various CRM systems.


Many companies make the mistake of seeing a CRM as a magical solution that will instantly solve all their problems. However, the reality is far more nuanced. A CRM is an integral part of your sales strategy, but it's not the whole story. In my experience, we've had to integrate around 15 other programs with our CRM to achieve the desired results.

The Key To A Successful Sales Program

The CRM system and your tech stack are just the starting points. The real challenge lies in identifying gaps in your processes and addressing them. These could include issues with your buyer personas, your messaging, your sales sequences, and so forth.

It's crucial to approach CRM implementation as a strategic project. Start by addressing the most pressing issues and gradually add more advanced features. Remember, it's not about overhauling everything at once but making consistent, incremental improvements.

Another critical aspect of CRM implementation is showing salespeople how it can help them achieve more. Salespeople are typically competitive and ambitious - they want to see results, and they want them fast. It's crucial to demonstrate how the CRM can enhance their performance and contribute to their success. If this is overlooked or failed, you will see 9/10 salespeople return to their old habits and leave new technology behind.

Lastly, it's important to remember that implementing a CRM is not a one-time task. It's an ongoing process that requires continuous learning and adaptation. Always keep an open mind and be ready to evolve your strategies as per changing market trends and business needs.


In conclusion, the path to successful CRM implementation may be complex, but with the right approach, it's certainly achievable. Just remember - plan, execute, and involve your team in the process. If you need assistance, don't hesitate to reach out to us at Set to Close. Our team of experts is ready to guide you through every step of the journey.

Set 2 Close helps business owners, sales & operations executives and their teams get the most out of their revenue operations processes. By combining our holistic B2B sales strategies with customized CRM development, Inbound marketing and Customer Success services, our clients gain the boost in sales productivity and efficiency they need to increase company revenues.
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