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  • When did your company start adopting a CRM?

    Brian Shin
    2 replies
    As a B2B company with $800k~ ARR, we initially started recording user data on Google Sheets, and when we started having more than around 30 B2B customers we started using a CRM. How it evolved: Google Sheets (seed)→ Monday.com → Pipedrive (Series A)→ Salesforce (now). How about you?

    Replies

    Jacopo Proietti
    Do it from day one. We are a Seed company but went immediately for HubSpot for our CRM. Very important to keep a structured flow of your pipeline right at the beginning. Plus with our solution, Dokin (dokin.co) we could easily manage leads between Sheets and HubSpot
    Alex Shilin
    Good advice, Brian. It helps to see what worked in practice. Why did you go to Monday and then Pipedrive? I guess Salesforce was "highly recommended" by the board or CFO? Sheet/Excel worked for me in the past, then moved to HubSpot. Its is so much more powerful for Sales teams than what it was 3 years ago. Most of the reports and dashboards one need are there. It also helps to keep the costs down when it is used together with Marketing. I used Salesforce in few organisations and can't fail it. My only irritation with it was the amount of admin & customisation one need to get the best out of it for your specific organisation.