I run a complex sales organization in the sales ops role. I listed what I like most after my 7 months of usage.
-So easy to get started, I simply granted access to the data sources we wanted to capture
-Launch was simple, interface was fast and easy to use
-Day one it found a ton of issues we had and lead us to solve them (our biggest one was opportunities with no buyers)
-by day two it cleaned up all our accounts, buyers and added missing people into all our opportunities
-By day three we had complete picture over the sales org.
I have been through my share of data cleansing, sfdc rebuilds and more but nothing ever accomplished this much, this fast with this much ease. Truly insane
Sales teams don't like CRM's but Sales Ops do. This can be a great solution unless your team is unwilling to use anything that does not show up on the CRM screen.
We overspent on CRM and the endless fight over rigor with the sales team. I personally fought putting Collective[i] in thinking that it would take away from our CRM. We had invested so much into CRM and our process that I did not think we could navigate another change.
In hindsight Collective[i] actually made my CRM investment worth it. It solved the fights over logging, synced from the CRM, and looped in key data that the CRM wasn’t catching. It also brought more people into the deal room without needing manage them in the CRM.
Our CRM was not giving us a command over our sales effort. Sales leadership was frustrated by lack of CRM usage despite carrot and stick to get sales people to use it.
Command and control over sales team happened overnight, the best forecast I have ever had with no work (we get an AI forecast daily now) and an improvement in close rates.