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Part III: A Better CRM for Sellers = A Better Experience for Buyers

Understand what’s slowing your sellers down—and discover the CRM experience that actually helps them (and your buyers) move faster.

Part III: A Better CRM for Sellers = A Better Experience for Buyers

Your lead generation might be flowing. And the MQL cup to hand off to sales? Full. But if your CRM feels like a mess of noise, clicks, and manual cleanup…your sales team isn’t thriving—they’re drowning. And when your sellers are slowed down, so is your buyer.

The CRM should be a powerful tool for revenue teams. But too often, it’s a roadblock, not built for how your teams actually operate, and missing critical data, holding sellers back from giving your buyers the best experience.

While at the same time, marketing is passing leads over, wondering why sales isn’t following up or progressing conversations as fast as they should.

This episode peels back the curtain and allows you to understand the handoff and CRM experience through the eyes of the seller. Our experts walk through common challenges sales is facing, what marketing teams can do to help, and the strategic approach for optimizing your seller experience, for a seamless buying process that builds real connections and drives growth.

In this session, you’ll learn:

  • What sellers really need from your CRM to do their job well (and what’s currently in the way).

  • The must-have data points that make handoffs smoother and sales conversations sharper.

  • A framework for auditing the seller experience in your CRM and spotting the biggest friction points.

  • Ways to use automation and AI to reduce busywork and increase selling time.

  • How marketers, sales ops, and RevOps can work together to build a CRM that drives growth—without adding chaos.

Get the approach to help you shift the CRM from roadblock to strategic advantage. Because when sellers are set up to win, buyers get the seamless experience they actually want.

Meet the speakers

Taylor Bacchus

Taylor Bacchus

Account Director

Siso Ntuli

Siso Ntuli

Senior Engagement Manager

Christina Anderson

Christina Anderson

Marketing Strategist

Mary Meehan

First and Last Name

Position

Austin Frink

First and Last Name

Position

First and Last Name

Position

Mary Meehan

First and Last Name

Position

Austin Frink

First and Last Name

Position

First and Last Name

Position

Explore the Series

Access Your Tool Kit

CRM Seller Experience
Scorecard

Use this guide to evaluate the seller experience in your CRM and discover the roadblocks holding your sales team back. It’s your starting point to take your CRM from an obstacle to a revenue driver, a platform that enables sellers to build real connections and create seamless buyer experiences.

Streamlining Lead Management in Manufacturing

Get inspired from this story about how TSI Inc. partnered with Sercante to customize the seller’s experience in the CRM and streamline their lead management process, resulting in increased responsiveness to better serve prospects and customers by 35%.

CRM Platform Audit & Optmization

Work with our experts to evaluate the current state of your technology and highlight critical needs and areas of opportunity, to create a strategic technology optimization roadmap and execution plan. Then let us do the heavy lifting, fast-tracking your time-to-value and creating a CRM that empowers your sellers to drive growth.

The System of Alignment Checklist

Apply this checklist as blueprint to your CRM & marketing automation systems to create a system of alignment that streamlines hand-offs and cross-functional collaboration.

Blog: X Key Dashboard for
Actionable Funnel Insights

Explore this list of dashboards from the analytics experts to see where you can advance your data and insights to get a more complete view of the funnel and make data-informed decisions.

Self-guided
Growth Stack Audit

Use this guide to evaluate gaps and bloat in your tech stack to make your plan for what you need to maximize and what new solutions need to lean into to scale now and for the future.

Resources

12 Statistics Every GTM Leader Should Pay Attention to for Sustainable Growth

A game-changing result from mapping your customer lifecycle is having marketing, sales, and customer success aligned on what the experience should look like across the entire journey. This fosters stronger cross-team collaboration and seamless handoffs—a critical piece that 350+ go-to-market leaders identified as a key growth driver in the modern era. Get the top stats from their insights to help shape how you create your strategy for sustainable growth now and in the future.

Demo: Creating the Ultimate Fan Experience

Experience what's possible when you walk your funnel like a customer and use the power of AI and real-time data to help you deliver a seamless experience that takes a fan from finding the best parking, to getting a coupon for concessions near their seat, and their next ticket purchase to create a fan for life.