The DIY CRM Trap That’s Quietly Killing Your Revenue (145 Real Stories + The Fix)
Автор: Flow21: Revenue Protection System for B2B business
Загружено: 2026-02-14
Просмотров: 2
Описание:
Work with us👉 https://flow21.systems/b2bsalesjourne...
If you’re a B2B business owner still tracking leads in Excel/Google Sheets… or you bought a CRM but your team stopped using it… this video is for you.
Over the past year I’ve helped 145+ B2B companies (services, SaaS, construction, logistics, accounting, BPOs, pest control, etc.) escape the DIY CRM trap and scale without adding headcount.
Here are the exact 21 lessons I learned from real owners — with their raw quotes and the painful (but fixable) mistakes almost everyone is making.
CHAPTERS
00:00 Introduction – Who This Video Is For
01:28 Lesson 1: Closing Makes Money. Follow-Ups Lose Money
02:36 Lesson 2: Excel Is Fine… Until You Grow
03:37 Lesson 3: Your Old Database Is a Goldmine You’re Ignoring
04:52 Lesson 4: When Your Salesperson Leaves, They Can Rob You
05:16 Lesson 5: Your Reps Can Handle 10x More Deals (You’re Just Under-Tooled)
06:08 Lesson 6: You Cannot DIY CRM Without Proper Support
07:44 Lesson 7: Sales Reps Waste 10 Hours/Week on Repetitive Tasks
08:36 Lesson 8: Scattered Messages Across 7+ Apps = Lost Deals
09:45 Lesson 9: No Lead Scoring = Every Deal Gets Equally Bad Treatment
10:27 Lesson 10: Slow Quotation Processing Is Costing You Millions
11:23 Lesson 11: Your Team Isn’t Lazy — They’re Overwhelmed
11:44 Lesson 12: No-Show Rates Kill Your Pipeline (The Fix)
12:22 Lesson 13: You’re Competing Against 24/7 AI Sales Teams
13:07 Lesson 14: Your Best Reps Will Always Forget Follow-Ups
13:28 Lesson 15: 92% of CRMs Are Commodities — Implementation Is Everything
14:08 Lesson 16: The “We’re Too Busy” Trap
14:26 Lesson 17: Referrals & Relationships Have a Ceiling
14:56 Lesson 18: Tracking Only Outputs Frustrates Good Salespeople
16:34 Lesson 19: The Google 7-11-4 Rule Most B2B Owners Don’t Know
17:17 Lesson 20: Successful Automation Needs Tech + Tactics + Training
18:06 Lesson 21: The Biggest Risk Isn’t Trying — It’s Waiting
18:28 How We Help B2B Companies Scale Without Stress or Extra Headcount
Work with us👉 https://flow21.systems/b2bsalesjourne...
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