Strategy & Planning

BSMS 72 - What you need to build a great CRM

Brian Graf
Nov 30, 2024
 
 

Is your CRM letting your startup down?

Many CRMs fall short of their potential to drive revenue generation and boost retention, so you wouldn't be alone.

With the right setup, maintenance and usage, your CRM strategy will unlock your startup’s true revenue machine.

On Episode 72 of the B2B SaaS Marketing Snacks Podcast, Brian and Stijn interview a special guest: Fadi George, co-founder and CTO of Kalungi and a RevOps master. He’s implemented Hubspot for so many companies that he created his own app to automate the process for B2B SaaS companies. 

Topics discussed include:

  • What makes great CRMs great?
  • How a CRM should support marketing, sales, customer success, the executive team, and more
  • How to align your team with the right systems and culture to keep your CRM data clean
  • How to generate more actionable data

B2B SaaS Marketing Snacks is one of the most respected voices in the SaaS industry. It is hosted by two leading marketing and revenue growth experts for software:

B2B SaaS companies move through predictable stages of marketing focus, cost and size (as described in the popular T2D3 book). With people cost being a majority of the cost involved, every hire needs to be well worth the investment!

The best founders, CFOs and COOs in B2B SaaS work at getting the best balance of marketing leadership, strategy and execution to produce the customer and revenue growth they require. Staying flexible and nimble is a key asset in a hard-charging B2B world.

Resources shared in this episode:

HubSpot CRM optimization for SaaS companies

ABOUT B2B SAAS MARKETING SNACKS
Since 2020, The B2B SaaS Marketing Snacks Podcast has offered software company founders, investors and leadership a fresh source of insights into building a complete and efficient engine for growth.

Meet our Marketing Snacks Podcast Hosts: 
  • Stijn Hendrikse: Author of T2D3 Masterclass & Book, Founder of Kalungi
    As a serial entrepreneur and marketing leader, Stijn has contributed to the success of 20+ startups as a C-level executive, including Chief Revenue Officer of Acumatica, CEO of MightyCall, a SaaS contact center solution, and leading the initial global Go-to-Market for Atera, a B2B SaaS Unicorn. Before focusing on startups, Stijn led global SMB Marketing and B2B Product Marketing for Microsoft’s Office platform.

  • Brian Graf: CEO of Kalungi
    As CEO of Kalungi, Brian provides high-level strategy, tactical execution, and business leadership expertise to drive long-term growth for B2B SaaS. Brian has successfully led clients in all aspects of marketing growth, from positioning and messaging to event support, product announcements, and channel-spend optimizations, generating qualified leads and brand awareness for clients while prioritizing ROI. Before Kalungi, Brian worked in television advertising, specializing in business intelligence and campaign optimization, and earned his MBA at the University of Washington's Foster School of Business with a focus in finance and marketing.
Visit Kalungi.com to learn more about growing your B2B SaaS company.
 
 

Episode Transcript:

Brian Graf: Hi there, and welcome to episode 72 of B2B SaaS Marketing Snacks. I'm Brian Graf, I'm the CEO of Kalungi.

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