- Multiple “source of truth” workbooks
- No audit trail for edits
- Permissions are all-or-nothing
- Mobile updates rarely happen
- Renewal risk invisible until churn
- Marketing and sales definitions diverge
- Forecast calls become storytelling
- Customer success lacks sales context
- Integrations are brittle scripts
- Security reviews fail on exports
Read replace spreadsheets and checklist.
Key takeaways
- Use CRM as the system of record for revenue objects—not a parallel spreadsheet.
- Pair process change with implementation discipline.
- Compare vendors via India comparison hub and trials.
Frequently asked questions
- First migration step?
- Active deals + ICP accounts only.
- Vertex CRM angle?
- Account URLs + RBAC + activities.
- ROI?
- Calculator.