Tag: CRM management
Why MSP pipeline stages stop matching reality
Why MSP pipeline stages stop matching reality
Here’s a quick test. Open your CRM right now and look at your pipeline stages. Do they tell you what the buyer has agreed to, or what your rep did last? If your stages are named things like “Proposal Sent,”...
Bad CRM data is sabotaging MSP follow-up
Bad CRM data is sabotaging MSP follow-up
You’re blaming the rep. You shouldn’t be. When MSP follow-up breaks down, the instinct is to look at behavior. The rep isn’t making the calls. The rep isn’t logging the activity. The rep is letting deals go cold. All of...
