Topic
Choosing, structuring, and governing the customer record so it stays a durable asset rather than a maintenance burden.
Shows covering this topic
| Date | Episode | Show | Participants | Topic | Runtime | Media & resourcesMedia |
|---|---|---|---|---|---|---|
| 2026-04-08 | How to Pick a CRM—and Who to TrustCutting through vendor noise and biased adviceBuilding Modern Business | Building Modern Business | James Bond, Paul Maxwell | CRM Strategy | 37:40 | 1 |
| 2026-03-11 | CRM Is a Core Executive CompetencyWhy leaders can't delegate away the system of recordBuilding Modern Business | Building Modern Business | James Bond, Paul Maxwell | CRM Strategy | 33:40 | |
| 2026-02-12 | Pros and Cons of Vibe Coding Your CRMWhen AI-assisted building helps, and when it bitesBuilding Modern Business | Building Modern Business | James Bond, Paul Maxwell | Artificial Intelligence | 36:20 | |
| 2026-01-27 | Rebuilding the Revenue Org Around One Source of TruthMaria Alvarez on unifying a fractured revenue orgModern Revenue Leader | Modern Revenue Leader | Paul Maxwell | CRM Strategy | 53:20 | |
| 2026-01-15 | Build vs. Buy a CRMThe decision that shapes your next five yearsBuilding Modern Business | Building Modern Business | James Bond, Paul Maxwell | CRM Strategy | 39:00 | 1 |
| 2026-01-08 | The Anatomy of a CRM Data ModelObjects, associations, and why structure decides everythingRevOps 101 | RevOps 101 | Paul Maxwell | CRM Strategy | 27:00 | 1 |
| Resource | Type | Related | Date | Get |
|---|---|---|---|---|
| CRM Build-vs-Buy Scorecardspreadsheet | Spreadsheet | Building Modern Business | Jan 15, 2026 | Download |
| CRM Selection RFP Template Gatedtemplate | Template | Building Modern Business | Feb 10, 2026 | Download |
| Integration Vendor Checklistchecklist | Checklist | Building Modern Business | Mar 5, 2026 | Download |
| Lead Handoff Workflow Maptemplate | Template | RevOps 101 | Jan 22, 2026 | Download |
| Pipeline Reporting Playbook (Notion)notion | Notion Doc | RevOps 101 | Feb 5, 2026 | Open |
| RevOps Data Model Posterpdf | RevOps 101 | Jan 5, 2026 | Download |