Choosing the Right CRM to Align Teams

Watch our webinar from June 15th, 2022

New research shows it’s all about alignment.

Satisfied with your CRM? You’re in the minority. Only 21% of CRM owners report satisfaction with their solution. More than one-third will be CRM shopping this year.

Go-to-market leaders are battling it out for who gets to choose the next (or first) CRM while poor customer experiences are costing companies money.

Join this webinar to explore the findings in a recently commissioned research study on CRM trends for sales, marketing, and customer success leaders, including:

  • What CRM features are ‘must haves’ for sales, marketing, and service teams
  • Why adoption reigns supreme and how you can facilitate it
  • Where/when does project management fit in

Your hosts are Jenna Balegno, Research Director and COO of Ascend2, and Chip House, CMO of Insightly.


Preview some of the insights that Jenna & Chip found:

  • One of the overarching takeaways from the survey is that poor customer experiences cost organizations in a big way
  • Alignment among internal go-to-market teams is low. 
  • Many organizations are still using spreadsheets or home-grown systems…or even nothing at all to collaborate internally
  •  The top benefits of an effective CRM according to those who are most satisfied with their CRM tool are better customer data, more organized / streamlined processes
  • Price and ease of use are top on of the reasons why people choose a CRM
  • Implementation challenges are a top cause of CRM failure
  • Most surprising takeaway: Many respondents indicated that have Project Management functions as part of their CRM would be seen as a big plus.