Why Your Team Doesn’t Update the CRM (And Why It’s Not Their Fault)
Most teams aren’t lazy. They’re frustrated. CRMs are too complex, stages are unclear, and tracking feels like extra work – not value.
When a system is confusing, adoption drops. Deals slip through the cracks. Forecasts are inaccurate. Leaders think it’s a people problem, but it’s actually a process problem.
The real issue
- Overly granular stages make it hard to know where a deal belongs.
- Custom fields and rules add friction instead of insight.
- Lack of clear ownership means updates are inconsistent.
How to fix it
Simplify. Define pipeline stages that reflect reality. Use templates and structured inputs that make logging information easy and obvious. Automate reminders and reporting so the system works for your team – not against them.
The payoff
When teams – they have a CRM that’s intuitive and predictable, adoption soars. Leadership gains visibility, pipeline management improves, and revenue becomes more predictable.
At 21 Sierra, our Sales & Proposal Success Kit provides simplified pipeline templates and stage definitions that teams actually use – turning a compliance task into a competitive advantage.