Скачать или смотреть Why is CRM Important ?

Why is CRM important for businesses—especially family businesses aiming for long-term growth?

In this eye-opening clip from From Basement Startup to Legacy: A Family CRM Succession, Sarah Compter shares a surprising truth:
👉 Even today, some billion-dollar companies still don’t use CRM.

While Customer Relationship Management (CRM) tools are everywhere—and the market seems saturated—many organizations still struggle to understand the real value of CRM systems and how CRM supports scalable growth.

Ken breaks down the three stages of his sales and education process:
1️⃣ Convincing leadership why CRM is important
2️⃣ Explaining why Microsoft Dynamics 365 is the right CRM platform
3️⃣ Showing why Synact is the trusted family business CRM partner to implement and support it

If you think CRM software is a crowded or outdated space, this conversation will challenge that assumption—and show why CRM adoption still matters more than ever for sustainable growth, succession, and relationship continuity.

🔗 Work with a Family Business Advisor to build a modern, scalable family business sales strategy: https://www.familywealthandlegacy.com

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#Timestamps:
0:00 – Many companies still don’t use CRM
0:15 – A billion-dollar company without it
0:30 – Why selling CRM still starts with education
0:45 – Synact’s 3-tier CRM sales approach

#FamilyBusiness #FamilyBusinessConsultant #CRM #SalesStrategy #LegacyPlanning #FamilyBusinessAdvisor #MicrosoftCRM #BusinessContinuityForFamilies #FamilyBusinessLeadership #PassingOnTheFamilyBusiness

The content presented is for informational and educational purposes. The information covered and posted are views and opinions of the guests and not necessarily those of Osaic Wealth.

Securities and investment advisory services offered through Osaic Wealth member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.