Modern CRM Confessions Episode 2: Built in a Week. $5K Saved. Countless Hours Back.
Автор: OrangeDot
Загружено: 2026-01-15
Просмотров: 16
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What happens when a CRM actually fits how your team works instead of forcing you to adapt to it?
In this episode of Modern CRM Confessions, OrangeDot sits down with Tam Garner, CEO of Virtually At Your Service, to unpack a real CRM migration story. One that moved critical operations out of spreadsheets and someone’s head and into a modern CRM that supports visibility, planning, and real adoption.
This conversation is not about feature checklists or perfect demos. It’s about what actually changes when teams switch from rigid, hard to use systems to a flexible CRM that people want to use.
You’ll hear how monday CRM helped this organization consolidate tools, reduce costs, and build a reliable system in days not months. More importantly, you’ll hear how better data, reporting, and automation gave leadership the confidence to plan ahead instead of reacting day to day.
If you’re researching CRM comparisons, thinking about a CRM migration, or weighing HubSpot vs monday CRM style platforms, this episode offers an honest, experience-driven perspective.
In this episode, we cover
• What breaks when operations live in spreadsheets and people’s heads
• Why CRM usability matters more than advanced features
• How monday CRM supports flexibility without added complexity
• The impact of faster CRM adoption across teams
• Real cost savings and time regained after a CRM migration
• Why working with an experienced CRM partner changes outcomes
👉 Book your FREE CRM consult
https://book.avoma.com/orangedot/jen/...
👉 Learn more about simplifying your CRM with monday CRM
https://www.orangedotdigital.com/solu...
Next up in the series, we’ll unpack why so many teams invest in complex CRMs only to end up right back at square one, and what to do instead.
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