SpecialityDirector of Operations at Merendino Cemetery Care

Your CRM Is Not a Fancy Rolodex—Use It Like a BossLet’s be honest—most CRMs are either underused, misused, or just plain ignored (until someone needs a report five minutes ago). This session isn’t for your sales staff (they already sat through the click-by-click tutorial). It’s for you—the owner, the manager, the person who has to pretend to understand what’s going on when the reports don’t add up. We’ll cover how your team should actually be using the CRM so you’re not left guessing about leads, follow-ups, or whether Steve from sales is just winging it again. We’ll unpack the dashboards and data you should actually care about, discuss how automations get stuff done without reminders, and why “just checking in” isn’t a real strategy. If your CRM isn’t giving you the right insights—or any insights at all—it’s time to fix that. No fluff. No tech talk.