CRM, Retention, and Real Freedom

Lessons I leartn this week

šŸ” Weā€™ve bought the 3rd house.
But thatā€™s not the real news.

Yesā€”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 didnā€™t send the Newsletter in the morning as I had a more important thing to do šŸ˜‰ (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.

Itā€™s having the freedom to choose how you spend your time.
Itā€™s having the freedom to say ā€œNOā€ to certain prospects.
Itā€™s being able to say, ā€œToday, the priority is to be fully present with the people I love.ā€

šŸ’” Success isnā€™t about earning more.
Itā€™s about owning your time.

āœˆļø 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 weā€™re having in my wifeā€™s clinic - in the meantime.

Hereā€™s the truth no one likes to admit:
šŸ‘‰ Retention is fragile.
šŸ‘‰ Clients leave quietlyā€”especially when we assume everythingā€™s fine.
šŸ‘‰ You lose them not because something broke, but because no one followed up.

CRM is not just about acquiring.
Itā€™s about taking care.
Always.
Especially when things look good.

If you donā€™t show up consistently, someone else will.

šŸŽ¤ 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 strategyā€”not just a tech setup.

Thanks to everyone who joined!
If you missed it, donā€™t worry.

My big eventā€”CRM Strategy Forumā€”is coming soon.
Iā€™ll replicate some of those contents.

šŸ‘‰ Want early access? Please reply CRMSTRATEGY to this email.

šŸ’„ Salesforce Data Cloud
Why so many projects fail

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

Hereā€™s my take:
šŸšØ Data Cloud (like Marketing Cloud) is overhypedā€”and misunderstood.

Letā€™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. Thereā€™s too much planningā€¦ or no planning at all.

  4. The use cases are vagueā€”or no one updates them after go-live.

  5. Adoption is poor because the business canā€™t use what was built.

Data Cloud is not a product. Itā€™s an enabler.
But waitā€¦.
enabler for whom?
If you donā€™t design it for usability, youā€™re building complexity, not value.

And this works the same for CRM šŸ˜‰ 

Iā€™m writing a full breakdown soonā€”let me know if youā€™d like early access (in Italian)

reply this email to get early access

šŸ”“ Building a CRM Academy & Community ā€” Interested?

People keep asking me:
ā€œHow can I learn to build a CRM that actually drives sales?ā€

So Iā€™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 upā€”together.

šŸ“© 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.

āœļø Whatā€™s next:
newsletter split + new topics on LinkedIn

Starting next month, Iā€™ll split this newsletter into:

  • šŸ‡®šŸ‡¹ One in Italian (Linkedin, AI, CRM & Sales)

  • šŸ‡¬šŸ‡§ One in English (tech use cases, CRM tips, experiments)

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

If youā€™re building somethingā€”your brand, your pipeline, your businessā€”youā€™ll want to follow along.

See you soon,
Giorgio