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What Comes First, the Sales Process or the CRM?


Two-thirds of CRM implementations are considered failures. Lackluster adoption and a lack of strategy are often major reasons why.

One factor that we have complete control over is how we define our sales process. We can then use that process to build our sales cycles within our CRM opportunities.

In this webinar, we will discuss:

  • How to craft your sales process(es) first
  • How to, then, use them to build the stages of your sales cycle in CRM

Adopting this approach makes it so your Sales Team will want to put their Opportunities into your CRM, which gives you a more accurate pipeline.

Watch On-Demand

About the Presenter

Steve Waltz

Steve Waltz

Steve is part of the Innovia Consulting team as the Director of New Client Engagement. He studied business at Ball State University and has spent his career in the automotive, healthcare/pharma, and enterprise software industries. He is passionate about helping others achieve success and spends the majority of his free time with his family and following his Chicago Cubbies.