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
Your sales pipeline has 47 stages and nobody knows what half of them mean.
Your sales pipeline has 47 stages and nobody knows what half of them mean.
Here’s what Zach and I keep hearing from new clients:
“Shit is all over the place.”
→ Deals stuck in limbo because nobody knows which stage they belong in → Reps skipping stages to avoid paperwork → Leadership making decisions based on pipeline reports that don’t reflect reality → Deals moving backward through stages that should only go forward → Everyone fighting about what “qualified” actually means
The problem isn’t that your team doesn’t follow process. It’s that your process doesn’t match how deals actually move.
You built complexity because you thought precision equals control:
• 12 stages instead of 5 • 47 required fields per deal • Qualification criteria that require a PhD to understand • Stage definitions that overlap or contradict • Workflows that fire based on arbitrary conditions
But deals don’t move through mechanical stages. They move through human conversations where trust builds, blockers emerge, and champions develop.
Your pipeline should map reality, not wishful thinking.
When Zach asks “what determines when a deal moves to the next stage?” and the answer is “it depends” or “the rep decides” - that’s your signal the pipeline is theater, not process.
Real pipeline stages reflect actual buying decisions:
“Can this solve our problem?” (Discovery) “Should we prioritize this?” (Evaluation) “How do we get internal buy-in?” (Justification) “Let’s move forward” (Decision)
Not your internal handoff ceremonies:
“Qualified by SDR” “Validated by Manager” “Approved for Proposal” “Awaiting Contract Review”
Here’s what drives everyone crazy:
Your pipeline is optimized for YOUR visibility into deal progress, not for moving customers smoothly toward decisions.
So reps game it. They skip stages. They backdate activities. They move deals to “Closed-Lost” when they’re really just stuck. Because the system measures their activity, not actual progress.
Today on Value-First Revenue, Zach Hussion and I unpack: → Why complexity creates confusion instead of control → How to map stages to actual buying decisions (not your process steps) → What automation actually helps vs. what creates more mess → The Value Path approach to natural progression → How to simplify without losing visibility
The best pipeline is the one your team actually uses to move deals forward.
Everything else is reporting theater that slows everyone down.
#ValueFirst #Revenue
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