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Data + Story = CRM That Works

4/7/2025

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It's not the tool, it's the behavior!
More firms are investing in Client Relationship Management (CRM) tools, but user adoption remains a struggle. Firm leaders understand the value of a robust and well-used CRM, but are frustrated with project managers' and department heads' lack of adoption. For many work-a-day designers and builders, a CRM system represents another time-suck and they rarely perceive the long-term value.
There are several reasons why CRM user adoption fails.

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    Author

    Gabe Lett, FSMPS, CPSM, LPC

    - Fellow of the Society for Marketing Professional Services
    - Certified Professional Services Marketer
    ​- Licensed Professional Counselor

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