CRM, Retention, and Real Freedom

Lessons I leartn this week

🏡 We’ve bought the 3rd house.
But that’s not the real news.

Yes—I just bought a new house w my wife, Anna.
But the most important thing?

We celebrated by taking a day off and spending the afternoon together.

And I didn’t send the Newsletter in the morning as I had a more important thing to do 😉 (see below)

One of my greatest achievemnt of 25

This is what real wealth looks like.
Not square meters. Not salary. Not big job title. Not status.

It’s having the freedom to choose how you spend your time.
It’s having the freedom to say “NO” to certain prospects.
It’s being able to say, “Today, the priority is to be fully present with the people I love.”

💡 Success isn’t about earning more.
It’s about owning your time.

✈️ I went to London.
And remembered the power of retention.

This week I was in London.
Cried a lot, being far from home.
I had 2 CRM strategy meetings.
Alignment. Q2 planning.
Too many Blablabla.

I had time to think at a drop we’re having in my wife’s clinic - in the meantime.

Here’s the truth no one likes to admit:
👉 Retention is fragile.
👉 Clients leave quietly—especially when we assume everything’s fine.
👉 You lose them not because something broke, but because no one followed up.

CRM is not just about acquiring.
It’s about taking care.
Always.
Especially when things look good.

If you don’t show up consistently, someone else will.

🎤 I spoke at a CRM webinar with 100+ people

This week I joined a CRM webinar hosted by Passpartout.
Again, thanks a lot for hosting me.

Over 100 people attended. I shared practical tips and strategies to build a real CRM strategy—not just a tech setup.

Thanks to everyone who joined!
If you missed it, don’t worry.

My big event—CRM Strategy Forum—is coming soon.
I’ll replicate some of those contents.

👉 Want early access? Please reply CRMSTRATEGY to this email.

💥 Salesforce Data Cloud
Why so many projects fail

I’m currently working on several Salesforce projects:
Marketing Cloud, CRM strategy, and a deep-dive into Data Cloud.

Here’s my take:
🚨 Data Cloud (like Marketing Cloud) is overhyped—and misunderstood.

Let’s be real.
These projects often fail because:

  1. No one truly understands what Data Cloud is (CDP? Data lake? Magic layer?)

  2. Pricing is consumption-based and rarely tracked correctly.

  3. There’s too much planning… or no planning at all.

  4. The use cases are vague—or no one updates them after go-live.

  5. Adoption is poor because the business can’t use what was built.

Data Cloud is not a product. It’s an enabler.
But wait….
enabler for whom?
If you don’t design it for usability, you’re building complexity, not value.

And this works the same for CRM 😉 

I’m writing a full breakdown soon—let me know if you’d like early access (in Italian)

reply this email to get early access

🔓 Building a CRM Academy & Community — Interested?

People keep asking me:
“How can I learn to build a CRM that actually drives sales?”

So I’m working on two things:

  1. A CRM Academy with real lessons, case studies, and frameworks.

  2. A Community of CMO, CRM, owners, marketers, and tech leaders who want to level up—together.

📩 Just hit reply and let me know if you'd like:

  • A free group with weekly content

  • A premium community with live Q&As, mentoring, and strategy calls

  • Both

This is your chance to be part of something valuable from the start.

✍️ What’s next:
newsletter split + new topics on LinkedIn

Starting next month, I’ll split this newsletter into:

  • 🇮🇹 One in Italian (Linkedin, AI, CRM & Sales)

  • 🇬🇧 One in English (tech use cases, CRM tips, experiments)

Also, I’ll start handle LinkedIn growth itself on my profile.
Things like personal branding, lead generation, and profile positioning.

If you’re building something—your brand, your pipeline, your business—you’ll want to follow along.

See you soon,
Giorgio