Value-First Revenue w Zach Hussion - Where does a sales team start with CRM
Value-First Revenue w Zach Hussion - Where does a sales team start with CRM
"Just get us into HubSpot quickly. We'll figure it out as we go."
“Just get us into HubSpot quickly. We’ll figure it out as we go.”
This sentence costs you six months and tens of thousands in HubSpot fees later.
What you skip:
Defining what “qualified” means for YOUR business
Determining when a deal actually exists vs. conversation
Establishing what meeting outcomes matter
Mapping how YOUR relationships work
What you get:
1,000 duplicate records
Activity metrics that don’t correlate to revenue
Reports that leadership can’t trust
A team that blames “the tool”
The pattern is predictable:
Month 1: “This is great, we’re tracking everything!”
Month 3: “Why is this so messy?”
Month 6: “Maybe HubSpot isn’t right for us.”
The problem isn’t the platform. It’s skipping process definition.
You can’t automate or optimize a process you haven’t defined. You can’t track metrics you haven’t clarified. You can’t build a system around terminology you haven’t agreed on.
Process before platform isn’t bureaucracy. It’s the difference between a system that enables revenue and one that fights against it.
Today, Zach Hussion and I unpack why this conversation keeps getting skipped and why it’s costing you deals.
Join us live or save this post to view the recording later.
#ValueFirst #Revenue #RevOps #HubSpot
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Value-First Revenue w Zach Hussion - Where does a sales team start with CRM
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