I have been working in the BDC department for a year, this is my very first dealer/BDC job. I have a coworker who has been here for around 3 months now and i noticed that she has been messing with the vinsolution CRM. one of the things being her messing with the advanced settings putting her name on all of the sticky round robin, giving her a BIG advantage on our leads even when she is not there. I just want to see if there is anything else I should be on the look out for or any advice. she did mention her previous manager was teaching her some advantages on the web, but now i’m starting to think there is more to it

Is there some other "basic" plan/feature I can subscribe to that will accomplish the following:

• Contact list (CRM)
• Marketing Emails (manual)
• A few automated Workflows
• Meta ad integration

I don't need Ticketing (anymore), Deals, Tasks, AEO, Websites, Blogs, Prospecting, Revenue, Sales features.

Hubspot is getting to be too complex & overpriced.

Recently, our IT team rolled out an AI CRM, but adoption has been slower than we had anticipated. All departments within the business have different needs. Sales hopes to use the tool for predictive analytics, customer service wants automated reports, the management team is looking for forecasting upgrades, and the department responsible for compliance wants assurance that the customers' private data is being handled in the right way.

The technology itself was not the biggest challenge. We had more problems than expected with synchronizing the governance scheme, security, quality of the data, and users' expectations from different departments. Several senior managers are worried that it makes no sense to proceed with the rollout. If you have implemented AI CRM before, what worked in your case?

The sales department is looking to change its CRM, and I can see from watching the demos that the platforms available would enhance the way they work. My main worry is what happens to the processes and departments connected to the CRM. At the moment customer data goes through finance, customer service, marketing, data warehouse and some internal systems. I have a bad feeling that we are going to repeat the mistakes of the past once again.

To those who have recently implemented sales management systems, what integrations were essential for you? I can guess the features are going to include identity, email/calendar, accounting/billing, marketing technology and BI, but I am also interested to know about unexpected dependencies that occurred during implementation process. Moreover, did you make the CRM system the system of record for the customer data, or do you store it somewhere else?

One thing we’ve run into quite a few times during CRM cleanup projects is a field that nobody really knows the purpose of anymore.

Someone created it for a specific reason a few years ago. Then a workflow started using it. Later, a report depended on it. Eventually nobody remembers why it was there, but deleting it feels risky.

We’ve had cases where a field looked completely unused until we traced the workflows, reports and integrations connected to it.

So when we clean up a CRM, we don’t start by deleting everything that looks old. We first check where the field is being used and what depends on it. Some things can be removed safely; others just need to be replaced properly first.

It’s a small thing, but it has saved us from breaking parts of a CRM that looked unrelated to the cleanup.

What’s the most unexpected dependency you’ve found while cleaning up a CRM?

we've had the same linkedin extension for sales for like 2 years now and its starting to fell clunky. the UI hasnt been updated in forever and it crashes on every other profile. right now im using sales nativator + LeadIQ for contact finding but LeadIQ is getting expensive for what it does.

but im wondering what else is out there. what linkedin chrome extension are you all running these days? looking for something that:

• doesnt crash every 5 minutes
• finds verified emails (not just guesses)
• ideally has mobile numbers too
• plays nice with Salesforce

im in SaaS, team of 8 SDRs, doung about 200 prospects per day across the team. price isnt a huge issue if the data quality is there. my manager keeps asking why our bounce rates are so high and honestly i think its the tools and not us lol