CRM Success Panel: How to (Finally) Get CRM Right for Your Sales Team

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Why is CRM not working for your sellers and what can you do about it?

Even before Covid-19, customer experience was already changing the role of the sellers. Prospects had more than enough information, but they needed context.

Unfortunately, success with monolithic CRM systems has now become even more of a coin flip. Traditional CRM is losing credibility with buyers and sellers in recent studies.Watch this panel recording for a discussion of:

  • The history of CRM and why so many deployments have failed for sales organizations
  • How do we future proof CRM for our sales team?
  • Understanding the requirements for B2B sellers now and in the future
  • Best practices for planning and deploying technology and business processes
  • Building a foolproof user adoption strategy


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congruentX is a different kind of consulting firm. We help companies to align their people and technologies using Data, AI, and a New Approach to consulting. We do this by focusing on: