When did your company start adopting a CRM?
Brian Shin
2 replies
As a B2B company with $800k~ ARR, we initially started recording user data on Google Sheets, and when we started having more than around 30 B2B customers we started using a CRM.
How it evolved: Google Sheets (seed)→ Monday.com → Pipedrive (Series A)→ Salesforce (now).
How about you?
Replies
Jacopo Proietti@jacopo_proietti
Do it from day one. We are a Seed company but went immediately for HubSpot for our CRM. Very important to keep a structured flow of your pipeline right at the beginning.
Plus with our solution, Dokin (dokin.co) we could easily manage leads between Sheets and HubSpot
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Good advice, Brian. It helps to see what worked in practice.
Why did you go to Monday and then Pipedrive? I guess Salesforce was "highly recommended" by the board or CFO?
Sheet/Excel worked for me in the past, then moved to HubSpot. Its is so much more powerful for Sales teams than what it was 3 years ago. Most of the reports and dashboards one need are there. It also helps to keep the costs down when it is used together with Marketing.
I used Salesforce in few organisations and can't fail it. My only irritation with it was the amount of admin & customisation one need to get the best out of it for your specific organisation.