Spoiler alert: many talk about it, but few achieve it.

And the effort is worthwhile.

An incomplete CRM affects pipeline management, forecasting, and ROI measurement. The lack of visibility into customer data hampers optimization efforts, impacting overall revenue. Consistently updating your CRM provides the organization with a timely customer perspective, crucial for informed sales and marketing strategies. But how to do it?

Join Mark Lerner (Director, Growth Marketing at DealHub), Connor Jeffers (CEO & CoFounder, Aptitude 8), and Jason Hubbard (COO, RevGenius) as they explore how to make your CRM a true single source of truth.