Biggest gain from your CRM

Collaboration over software > your COMPETITORS DON'T DO THAT

📅 15 Mar 2025

Faster collaboration = bigger results. CRM software alone won’t fix silos.

This week, I worked with a B2B company

Marketing, Sales, and Customer Care sat at the same table—not to discuss CRM software itself, but processes, data quality, and breaking silos.

📌 Key insight? The best-performing CRM teams don’t start with tools.
They start with alignment.

This is a tremendous opportunity for you, as your competitors don’t behave like that

Slide I presented at that meeting - it inspired the stakeholders

The Power of Cross-Functional CRM

Most CRM failures aren’t tech issues.
They’re people issues.

🔴 Sales and Marketing don’t share data.
🔴 Customer Care doesn’t have full visibility on client history.
🔴 Leadership doesn’t see CRM as a growth engine.

💡 The companies winning in CRM?
They bring everyone to the table—Marketing, Sales, Customer Success—before choosing tools.

Action Step for You:

  • If your CRM is struggling, fix the workflow first, not the software.

  • Organize a cross-team session: Marketing, Sales, and Support need to collaborate.

3 Secrets to Building a Strong Pipeline

1️⃣ Target the Right Prospects
80% of your pipeline comes from 20% of your accounts.
Stop treating all leads the same.
Identify high-intent prospects and leverage trigger events.

2️⃣ Write Better Emails

  • 80% of emails are read on mobile.

  • You have 8.5 seconds to hook your reader.

  • Keep it under 75 words.

3️⃣ Master Cold Calls
Most reps hide behind email automation.
Pick up the phone. 
It’s still the fastest way to build rapport and set meetings.

💡 Want to master these skills? 
I’ll be revealing my full playbook in my exclusive CRM Sales Bootcamp.

I accept just 2 more clients, if you want to apply, please reply this email “BOOTCAMP”

Upcoming Webinar – How CRM Transforms Sales & Support (in Italian)

Preview of my webinar - RSVP

📅 March 27 | 3:00 PM CET
🎤 With Giorgio Gnoli (Myself) & Vincenzo Masiello (CEO, Puffin CRM)

🚀 Why CRM isn’t just software—it’s a business strategy.
🔥 Case studies on CRM implementation success stories.
🎯 How CRM connects Sales, Marketing, and Support for maximum revenue impact.

CRM Strategy Forum – Want to Join?

I’m kicking off exclusive interviews with top CRM Managers in April.

📌 Want to be part of it? Reply to this email to get involved.

🔥 ALSO: If you want to sponsor this newsletter & participate in the CRM Strategy Forum, reply to this email, and let’s talk.

Final Takeaways

🔹 CRM is about processes first, software second.
🔹 A strong pipeline needs smart targeting, killer emails, and cold calls.
🔹 Join my next CRM Strategy Forum – let’s build something big.

See you soon,

wish you a lovely weekend
Giorgio