News Summary

• Many organizations still rely on spreadsheets and manual systems to manage sales.
• This results in missed follow-ups, inaccurate forecasting, and a lack of visibility into pipeline health.
• Like a spreadsheet, the right CRM digitizes recordkeeping.
• But CRMs also provide a foundation for scalability by giving sales leaders the data and automation they need to close deals faster.
• Sandler is best known for their proven selling system that leads to better customer interactions.
• But when the team evaluated its tech stack, it found it had been fragmented.
• Reps had needed to log activities across six different platforms.