Free Thought Piece! Making CRM work for you
The truth behind making CRM work for you
You’ve invested in a worldclass CRM. Now make it pay you back.
Most CRM initiatives fail — not because of the technology, but because teams don’t have the commercial skills to use it as anything more than an admin chore.
Download our thought piece to discover how upskilling your client teams can transform your CRM from ‘yet another system to update’ into the engine of commercial growth.
Why download this?
Because over 50% of CRM investments miss their ROI targets — and it’s completely avoidable.
This guide shows you why CRM success isn’t a software challenge… it’s a people challenge.
You’ll uncover:
The #1 reason CRM adoption stalls (and why reminders, mandates, and dashboards don’t fix it)
How skilled client teams lift CRM ROI by 3x through better conversations, followthrough and momentum on real opportunities
Why commercial transformation doesn’t take years — and how the right starting point can move your pipeline this quarter
The mindset shift that makes CRM feel like an enabler, not an admin burden
How embedding account planning inside your CRM unlocks deal velocity and visibility
Proof that upskilling pays: from 19% higher win rates to 50% more net sales per employee
How top teams turn CRM data into decisions, not dashboards
This isn’t theory. It’s a playbook for research and insight agencies who want to grow by empowering their client teams to sell with confidence — not forcefeeding them another process.
What’s inside the guide - A practical approach to CRMfuelled commercial transformation
A breakdown of why consultants and researchers resist CRM — and how to flip their mindset
A clear link between commercial skill development and CRM adoption
A simple model for turning account plans from “filed and forgotten” into living, revenuedriving tools
Realworld examples (including how one firm uncovered £5M in new opportunities by integrating account planning into CRM)
How to build a development programme that moves real deals during the training
The emotional case for change — because transformation happens only when people believe in the journey
Who this is for
Client service and commercial leaders
Agency teams struggling with CRM engagement
Anyone who’s invested heavily in CRM but hasn’t seen the uplift they were promised
If you’ve ever said, “We spent all this money on CRM… why aren’t we seeing any change?” — this is for you.
Get the guide: “Making CRM Work For You”
We have helped local and global agencies and consultancies not just find growth, but enjoy doing it, for the last 19 years.
Get in touch to double, treble or even quadruple your growth.