{"id":7268,"date":"2026-06-03T14:06:05","date_gmt":"2026-06-03T13:06:05","guid":{"rendered":"https:\/\/liminal.pt\/martech-magazine\/?p=7268"},"modified":"2026-06-03T14:06:13","modified_gmt":"2026-06-03T13:06:13","slug":"10-crm-quick-wins-that-prove-impact-in-6-months","status":"publish","type":"post","link":"https:\/\/liminal.pt\/martech-magazine\/en\/10-crm-quick-wins-that-prove-impact-in-6-months\/","title":{"rendered":"10 CRM Quick Wins That Prove Impact in 6 Months"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Implementing a CRM is only the beginning. The real challenge comes afterwards: proving, with data, that the system is generating real business impact.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Many companies invest in CRM, complete the initial migration, create users, configure fields and train the team. During the first few weeks, there is enthusiasm. The problem arises when, after a few months, leadership asks: what concrete results can we already measure?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The answer is not always clear. The CRM may be active, but not yet adopted. It may have data, but not reliable data. It may have automations, but not be improving follow up. It may have dashboards, but not show impact on pipeline, productivity or revenue.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This is where quick wins come in. A CRM quick win is not an isolated feature. It is a short, measurable, business oriented experiment designed to demonstrate value in the first months of use. The goal is not to solve every problem in the commercial operation at once. The goal is to create evidence of progress.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The difference between companies that get a return from CRM and companies that abandon the project is rarely technology. It is execution. A CRM only creates value when the team uses it, when the data is reliable, when the processes are clear and when dashboards support decisions, not just activity.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In this article, we present 10 CRM experiments that can be executed in the first 180 days after implementing or restructuring a platform such as HubSpot, Zoho, Salesforce or other CRM solutions. The selection is based on the briefing provided and on best practices in CRM and automation implementation for B2B companies.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The goal is simple: to show how an SME can turn a newly implemented CRM into a system that helps capture leads, qualify opportunities, reduce manual work, increase commercial visibility and prove impact on pipeline.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Quick guide: 10 CRM experiments for the first 6 months<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>CRM quick wins should not be seen as small technical tricks. They should be business experiments with a beginning, an end, owners and success metrics. The goal is to prove, in the first 180 days, that the CRM is not just an administrative tool, but a system that improves lead capture, qualification, follow up, visibility and commercial productivity.<\/li>\n\n\n\n<li>These 10 experiments were chosen because they address the most common problems in an early implementation phase: disorganised data, leads with no follow up, lack of prioritisation, poor visibility over pipeline, poorly segmented communication and misalignment between marketing and sales.<\/li>\n\n\n\n<li>Data hygiene in 30 days<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Data hygiene is the foundation of any CRM result. Before automating, segmenting or creating reports, the company needs to ensure that the existing information is at least reasonably reliable. Duplicate contacts, poorly associated companies, empty fields and missing sources affect every dashboard and make any analysis less credible.<\/p>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li>Follow up automation<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">A lead that enters the CRM and receives no response for days represents a wasted opportunity. Follow up automation ensures that every contact receives an initial response and that the sales team knows exactly when to act. This is one of the fastest experiments for demonstrating operational impact.<\/p>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li>Initial lead scoring<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Lead scoring helps the sales team stop treating all leads in the same way. Scoring makes it possible to prioritise contacts with better fit and stronger intent, making the sales process more efficient. The first model does not need to be perfect. It needs to be simple, understandable and adjustable.<\/p>\n\n\n\n<ol start=\"6\" class=\"wp-block-list\">\n<li>Pipeline dashboard<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">A pipeline dashboard creates immediate visibility over open opportunities, value in negotiation, stages with the most friction and sales predictability. It is a quick win because it allows leadership to see, within a few days, information that was often scattered across spreadsheets, meetings and individual perceptions.<\/p>\n\n\n\n<ol start=\"7\" class=\"wp-block-list\">\n<li>Nurturing email sequences<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Not all leads are ready to buy when they enter the CRM. Nurturing sequences keep the relationship active with contacts who are still researching, comparing or considering options. This experiment helps turn the CRM into a continuous follow up system, not just a lead repository.<\/p>\n\n\n\n<ol start=\"8\" class=\"wp-block-list\">\n<li>Web form integration<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">When website forms do not automatically feed the CRM, the company loses speed, data quality and automation capacity. This integration removes manual entry, reduces errors and ensures that every lead enters the system with context, source and next step.<\/p>\n\n\n\n<ol start=\"9\" class=\"wp-block-list\">\n<li>Attribution reports<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Attribution makes it possible to understand which channels and campaigns generate real opportunities, not just contacts. This experiment changes the conversation between marketing and leadership, shifting it from lead volume to contribution to pipeline and revenue.<\/p>\n\n\n\n<ol start=\"10\" class=\"wp-block-list\">\n<li>Repetitive task automation<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Many sales teams spend time on administrative tasks that the CRM can execute automatically. Creating tasks, sending reminders, updating fields, notifying owners or flagging stalled deals are simple actions that free up time to sell.<\/p>\n\n\n\n<ol start=\"11\" class=\"wp-block-list\">\n<li>Contact segmentation<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">A database without segmentation is difficult to activate. Segmentation makes it possible to adapt messages by profile, funnel stage, sector, interest or behaviour. This improves relevance, increases conversion and creates a stronger base for future campaigns.<\/p>\n\n\n\n<ol start=\"12\" class=\"wp-block-list\">\n<li>Marketing and sales alignment<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">CRM only creates value when marketing and sales share definitions. If one team talks about leads and the other talks about opportunities, the funnel becomes fragmented. Defining MQL, SQL, follow up SLA and handoff criteria is a quick win because it reduces friction and improves pipeline quality.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">These experiments do not require a full transformation of the company. They require focus, discipline and measurement. Each one should have a clear objective, an owner, an execution window and a simple set of KPIs.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How we selected these CRM experiments<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Not every CRM action should be treated as a priority in the first months. After an implementation, teams often want to solve everything at once: migrate data, create advanced dashboards, automate the entire funnel, integrate tools, review forms, create lead scoring and prepare attribution reports.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That impulse is understandable, but dangerous. Projects that are too ambitious in the first months tend to delay results, disperse responsibilities and increase team resistance. For this reason, these 10 experiments were chosen based on a simple logic: they must be quick to execute, easy to measure and relevant enough to show business impact.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">1. Short implementation time<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A quick win should be able to start without depending on a long development project. Some experiments, such as pipeline dashboards, automatic follow ups or form integration, can be configured in a few days. Others, such as lead scoring or nurturing, require more preparation, but are still viable within the first few weeks.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The goal is not to create the perfect configuration. It is to create a first functional version that can be used, measured and improved.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">2. Direct impact on pipeline<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The selected experiments are directly linked to the generation, qualification or progression of opportunities. This is important because, in the first months, leadership wants to understand whether the CRM is contributing to commercial results.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">An improvement in data hygiene may seem operational, but it affects reporting, segmentation, attribution and automation. An automatic follow up may seem simple, but it reduces forgotten leads. A pipeline dashboard may not generate revenue on its own, but it changes how the team manages priorities.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">3. Ease of measurement<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Each experiment should have clear KPIs. Without measurement, a quick win becomes only a subjective improvement. The company must be able to answer concrete questions: did response time decrease? Did the percentage of leads with a source increase? Did the number of deals without a next activity fall? Did the MQL to SQL rate improve?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This logic is essential for building internal trust in the CRM. The team needs to see that the tool does not exist only to record information, but to improve decisions.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">4. Low technical complexity<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The experiments were chosen to be executable with native features in the main CRMs or with simple integrations. This is important for SMEs, where there is not always a full time technical team available.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Low complexity does not mean low impact. Often, the most relevant improvements come from simple processes: filling in critical fields, automating tasks, connecting forms, creating useful dashboards and defining clear follow up rules.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">5. Scalability<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A good quick win should not be disposable. It should create a foundation for future development. Data hygiene prepares advanced reporting. Segmentation prepares personalised campaigns. The definition of MQL and SQL prepares lead scoring. Initial dashboards prepare forecast and executive reporting.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The goal is to create momentum without creating operational debt.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">1. Data hygiene in 30 days<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Data hygiene should be the first quick win in any CRM project. It may not seem very exciting, but it is the foundation of everything. Without clean data, the CRM becomes an unreliable database. And when the team stops trusting the data, it also stops trusting the system.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Duplicate data, contacts with no associated company, incomplete fields, poorly recorded sources, invalid phone numbers, wrong owners or old opportunities distort reports and damage automations. Automation does not fix bad data. It amplifies it.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In the first 30 days, the company should carry out a simple audit of the database. The goal is not to achieve perfection. It is to solve the problems that most affect commercial execution and reporting.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What to do<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Identify duplicate contacts and companies.<\/li>\n\n\n\n<li>Review mandatory fields such as email, company, job title, source, owner and consent.<\/li>\n\n\n\n<li>Standardise field values such as sector, company size, country, source and funnel stage.<\/li>\n\n\n\n<li>Archive or review old contacts with no activity or no clear legal basis.<\/li>\n\n\n\n<li>Create rules for creating new records to prevent regression.<\/li>\n\n\n\n<li>Define owners for data quality.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">KPIs to measure<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Percentage of duplicate contacts.<\/li>\n\n\n\n<li>Percentage of contacts with no associated company.<\/li>\n\n\n\n<li>Percentage of deals without an owner.<\/li>\n\n\n\n<li>Percentage of leads without original source.<\/li>\n\n\n\n<li>Percentage of critical fields completed.<\/li>\n\n\n\n<li>Number of duplicates resolved.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">Why it proves impact<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Data hygiene immediately improves the quality of reports, segmentation and team confidence in the CRM. It also reduces manual work, prevents repeated contact and prepares the ground for automations, lead scoring and attribution.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Nucleus Research concluded that CRM can generate significant return when it is well implemented, with a classic analysis pointing to 8.71 dollars in return for every dollar invested in CRM. That type of return does not come only from the licence. It comes from the ability to turn data into operations.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Mistake to avoid<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The common mistake is treating data cleaning as a one time task. Data hygiene should be an ongoing process. Without maintenance rules, the database deteriorates again within a few weeks.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">2. Follow up automation<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Response speed is one of the most critical factors in lead conversion. A contact who fills in a form, downloads a piece of content or requests a demo is in a moment of attention. If the response only arrives days later, part of that intent is lost.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Follow up automation solves this problem by ensuring that every lead receives an initial response and that the sales team receives a task or notification. The goal is not to replace the human touch. It is to ensure that the human touch happens on time.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What to do<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Create an automatic response for each relevant form.<\/li>\n\n\n\n<li>Personalise the message by request type or topic of interest.<\/li>\n\n\n\n<li>Create an automatic task for the sales rep responsible.<\/li>\n\n\n\n<li>Define a contact SLA, for example, contact within 24 hours for commercial requests.<\/li>\n\n\n\n<li>Create an internal alert for high priority leads.<\/li>\n\n\n\n<li>Automatically record the source and context of the conversion.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">KPIs to measure<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Average first response time.<\/li>\n\n\n\n<li>Percentage of leads contacted within the SLA.<\/li>\n\n\n\n<li>Lead to MQL conversion rate.<\/li>\n\n\n\n<li>MQL to SQL conversion rate.<\/li>\n\n\n\n<li>Number of leads without follow up.<\/li>\n\n\n\n<li>Response rate to automated emails.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">Why it proves impact<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">This experiment shows results quickly because it addresses a common failure: leads enter the system and do not receive structured follow up. The team no longer depends on memory, parallel spreadsheets or manual processes. Every lead receives a minimum consistent treatment.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Salesforce states that Sales Cloud users recorded 29 percent gains in sales productivity, associated with automation of daily tasks and better access to customer data. Although this is a Salesforce metric and should be read in that context, it reinforces the logic that well applied sales automation can free up time and improve execution.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Mistake to avoid<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Automating follow ups with generic, cold or overly commercial messages. The contact should feel that the response has context. Automation cannot mean robotic communication.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">3. Initial lead scoring<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Not all leads have the same value. Some have a clear fit with the ideal customer profile, show intent and are ready to speak with sales. Others are only researching, have no budget or do not belong to the priority segment.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Lead scoring helps the sales team prioritise. Instead of treating every contact in the same way, the CRM assigns a score based on profile and behavioural criteria.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What to do<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Define fit criteria, such as job title, sector, company size, country or type of need.<\/li>\n\n\n\n<li>Define intent criteria, such as visits to commercial pages, form submission, email opens, webinar participation or demo request.<\/li>\n\n\n\n<li>Assign simple scores to each criterion.<\/li>\n\n\n\n<li>Create a threshold for MQL.<\/li>\n\n\n\n<li>Notify sales when a contact exceeds that threshold.<\/li>\n\n\n\n<li>Review the model after 30 to 60 days based on the results.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">KPIs to measure<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Number of leads with a high score.<\/li>\n\n\n\n<li>Conversion rate of high scoring leads to SQL.<\/li>\n\n\n\n<li>Rejection rate by sales.<\/li>\n\n\n\n<li>Average time until sales contact.<\/li>\n\n\n\n<li>Conversion by score range.<\/li>\n\n\n\n<li>Pipeline created by high scoring leads.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">Why it proves impact<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Lead scoring shows that CRM is not only for storing contacts. It is for prioritising commercial effort. If the team stops contacting leads in order of arrival and starts contacting them by probability of conversion, the CRM begins to directly influence productivity and pipeline.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Mistake to avoid<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Creating a model that is too complex at the beginning. The first lead scoring model should be simple. Sophistication should come later, with real data.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">4. Pipeline dashboard<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A pipeline dashboard is one of the fastest ways to show CRM value to leadership. Without a dashboard, sales management tends to depend on perceptions, meetings and parallel spreadsheets. With a dashboard, the team starts seeing the funnel in real time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The dashboard should answer simple questions: how much value do we have in pipeline? Which stages are the deals in? Which opportunities are stalled? Which sales reps have the strongest coverage? Which deals have an upcoming close date? Where are we losing conversion?<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What to do<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Create a view of total value in pipeline.<\/li>\n\n\n\n<li>Show deals by stage.<\/li>\n\n\n\n<li>Measure average time in each stage.<\/li>\n\n\n\n<li>Create a report of stalled deals.<\/li>\n\n\n\n<li>Create a monthly or quarterly forecast.<\/li>\n\n\n\n<li>Show pipeline by owner, source and product.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">KPIs to measure<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Total value in pipeline.<\/li>\n\n\n\n<li>Weighted pipeline.<\/li>\n\n\n\n<li>Number of deals by stage.<\/li>\n\n\n\n<li>Average time by stage.<\/li>\n\n\n\n<li>Conversion rate between stages.<\/li>\n\n\n\n<li>Deals without a next activity.<\/li>\n\n\n\n<li>Forecast vs. actual.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">Why it proves impact<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The dashboard creates visibility. And visibility changes management. The team stops discussing only activity and starts discussing pipeline, risk and priorities.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Moviter, in a case study documented by Liminal, implemented a custom CRM integrated with ERP, began monitoring commercial KPIs and achieved, on average, 20 percent more sales per month after introducing these technologies.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Mistake to avoid<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Creating dashboards that are too complex. At the beginning, the dashboard should be simple and useful. If it has too many metrics, no one uses it.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">5. Nurturing email sequences<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Not all leads are ready to buy at the moment they enter the CRM. Many are comparing solutions, gathering information or preparing a future decision. If the company does not maintain the relationship, these contacts cool down.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Nurturing sequences make it possible to maintain presence with relevant content throughout the buying cycle. The goal is not to pressure. It is to educate, build trust and keep the company on the radar.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What to do<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Create a sequence of 4 to 6 emails.<\/li>\n\n\n\n<li>Space the emails over 60 to 90 days.<\/li>\n\n\n\n<li>Adapt the sequence to the initial topic of interest.<\/li>\n\n\n\n<li>Include content such as guides, case studies, webinars, comparisons or checklists.<\/li>\n\n\n\n<li>Define exit criteria, such as a request for sales contact or a direct reply.<\/li>\n\n\n\n<li>Measure engagement and adjust content.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">KPIs to measure<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open rate.<\/li>\n\n\n\n<li>Click rate.<\/li>\n\n\n\n<li>Reply rate.<\/li>\n\n\n\n<li>Reactivated leads.<\/li>\n\n\n\n<li>MQLs generated from the sequence.<\/li>\n\n\n\n<li>Opportunities created.<\/li>\n\n\n\n<li>Unsubscribe rate.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">Why it proves impact<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Nurturing proves that CRM and automation can work leads beyond the initial conversion moment. This is especially important in B2B, where the decision cycle can be long.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In the CCB case, the implementation of HubSpot and marketing automation made it possible to manage the database, segment lists and send specific campaigns according to users\u2019 interests, contributing to a 22 percent increase in CCB Card memberships in one year.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Mistake to avoid<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Sending the same sequence to everyone. Nurturing without segmentation is just mass email under another name.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">6. Web form integration<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">One of the most obvious quick wins is connecting website forms directly to the CRM. When this connection does not exist, leads enter through email, spreadsheets or manual notifications. This creates delays, errors and missed opportunities.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Web form integration ensures that every submission automatically enters the CRM, with source, campaign, consent and contextual information.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What to do<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Map all active forms on the website.<\/li>\n\n\n\n<li>Define which fields should be sent to the CRM.<\/li>\n\n\n\n<li>Ensure that original source and UTM parameters are captured.<\/li>\n\n\n\n<li>Create automatic association to contact, company and deal when applicable.<\/li>\n\n\n\n<li>Activate internal notifications and follow up workflows.<\/li>\n\n\n\n<li>Test the full flow before publishing.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">KPIs to measure<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Number of leads captured automatically.<\/li>\n\n\n\n<li>Percentage of leads with recorded source.<\/li>\n\n\n\n<li>Time between submission and CRM creation.<\/li>\n\n\n\n<li>Mapping errors.<\/li>\n\n\n\n<li>Leads without an owner.<\/li>\n\n\n\n<li>Form to MQL conversion.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">Why it proves impact<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">This experiment eliminates manual entry, accelerates response and improves data quality. It also creates the foundation for attribution, lead scoring and automation.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Mistake to avoid<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Connecting forms without reviewing the fields. A poorly designed form can create incomplete, useless or hard to segment data.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">7. Attribution reports<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Knowing where leads come from is useful. Knowing where opportunities and customers come from is much more important.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Attribution reports help identify which channels, campaigns and content are generating real impact. One channel may generate many contacts and few sales. Another may generate fewer leads, but higher value opportunities.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What to do<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Define UTM tracking rules for campaigns.<\/li>\n\n\n\n<li>Ensure original source is captured in the CRM.<\/li>\n\n\n\n<li>Associate contacts with companies and deals.<\/li>\n\n\n\n<li>Create lead reports by source.<\/li>\n\n\n\n<li>Create pipeline reports by source.<\/li>\n\n\n\n<li>Create revenue reports by source.<\/li>\n\n\n\n<li>Review data monthly with marketing and sales.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">KPIs to measure<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Leads by channel.<\/li>\n\n\n\n<li>MQLs by channel.<\/li>\n\n\n\n<li>SQLs by channel.<\/li>\n\n\n\n<li>Pipeline created by source.<\/li>\n\n\n\n<li>Revenue closed by source.<\/li>\n\n\n\n<li>Cost per opportunity.<\/li>\n\n\n\n<li>Cost per customer.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">Why it proves impact<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Attribution changes the conversation about marketing. Instead of discussing only lead volume, the team starts discussing quality, pipeline and revenue.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Mistake to avoid<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Trying to start with complex multi touch attribution without reliable basic data. First, it is necessary to ensure original source, campaigns and correct associations.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">8. Repetitive task automation<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A large part of commercial waste is not caused by lack of effort. It is caused by effort applied in the wrong places. Sales reps lose time creating tasks, updating stages, sending repeated emails, copying data or searching for scattered information.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Automating repetitive tasks makes it possible to free up time for higher value activities: selling, qualifying, negotiating and supporting customers.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What to do<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Map the current sales process.<\/li>\n\n\n\n<li>Identify repeated tasks in each stage.<\/li>\n\n\n\n<li>Automate task creation after specific events.<\/li>\n\n\n\n<li>Create follow up reminders.<\/li>\n\n\n\n<li>Automate simple stage changes when there are clear conditions.<\/li>\n\n\n\n<li>Create notifications for stalled deals.<\/li>\n\n\n\n<li>Automate internal and external emails when it makes sense.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">KPIs to measure<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Number of tasks created automatically.<\/li>\n\n\n\n<li>Administrative hours saved.<\/li>\n\n\n\n<li>Reduction in deals without follow up.<\/li>\n\n\n\n<li>Reduction in overdue tasks.<\/li>\n\n\n\n<li>Increase in relevant sales activities.<\/li>\n\n\n\n<li>Average time to move between stages.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">Why it proves impact<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">This experiment shows operational value quickly. The team feels less friction, managers gain consistency and processes become less dependent on individual memory.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Mistake to avoid<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Automating poorly defined processes. If the sales process is confusing, automation only makes the confusion faster.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">9. Contact segmentation<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A database without segmentation is a list. A segmented database is a commercial asset.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Segmenting contacts makes it possible to adapt communication by profile, interest, funnel stage, behaviour, sector or company size. This increases relevance and reduces waste.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What to do<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Define priority segments.<\/li>\n\n\n\n<li>Create segmentation fields in the CRM.<\/li>\n\n\n\n<li>Standardise existing data.<\/li>\n\n\n\n<li>Create dynamic lists by profile and behaviour.<\/li>\n\n\n\n<li>Use segments in email campaigns, nurturing and reporting.<\/li>\n\n\n\n<li>Measure performance by segment.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">KPIs to measure<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Percentage of the database segmented.<\/li>\n\n\n\n<li>Open rate by segment.<\/li>\n\n\n\n<li>Click rate by segment.<\/li>\n\n\n\n<li>Conversion by segment.<\/li>\n\n\n\n<li>Pipeline by segment.<\/li>\n\n\n\n<li>Revenue by segment.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">Why it proves impact<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Segmentation helps marketing and sales communicate with more precision. It also makes it possible to understand which profiles respond better, which sectors have greater potential and which campaigns generate more value.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Mistake to avoid<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Creating too many segments. Segmentation should help the company make better decisions, not create unnecessary complexity.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">10. Marketing and sales alignment<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Misalignment between marketing and sales is one of the most frequent reasons for low CRM return. Marketing believes it has delivered leads. Sales believes the leads lack quality. Leadership sees volume, but not pipeline.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The solution starts with a shared definition of a qualified lead.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What to do<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Bring marketing and sales together.<\/li>\n\n\n\n<li>Define what a lead, MQL, SQL and opportunity are.<\/li>\n\n\n\n<li>Define minimum qualification criteria.<\/li>\n\n\n\n<li>Document the agreement.<\/li>\n\n\n\n<li>Configure lifecycle stages in the CRM.<\/li>\n\n\n\n<li>Create a handoff and follow up SLA.<\/li>\n\n\n\n<li>Review results quarterly.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">KPIs to measure<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Lead to MQL conversion rate.<\/li>\n\n\n\n<li>MQL to SQL conversion rate.<\/li>\n\n\n\n<li>Rejection rate by sales.<\/li>\n\n\n\n<li>Average follow up time.<\/li>\n\n\n\n<li>Pipeline created by MQLs.<\/li>\n\n\n\n<li>Revenue generated by marketing source.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">Why it proves impact<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">This experiment turns the CRM into a common language between teams. It reduces subjective discussion and creates shared accountability for pipeline.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Mistake to avoid<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Defining MQL and SQL only within marketing. If sales does not agree with the definition, the process fails.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Comparative table: CRM experiments by implementation time<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">How long does it take to see ROI from a CRM implementation?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">There is no universal timeframe. The return from a CRM implementation depends on data quality, commercial maturity, team adoption, integration with other systems and process clarity.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Some improvements can appear within days, such as reduced manual entry, clearer dashboards or automatic follow ups. Others take weeks or months, such as lead scoring, revenue attribution and improved conversion rate.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The Nucleus Research reference to an average return of 8.71 dollars for every dollar invested in CRM is useful for demonstrating potential, but it must be contextualised: that return depends on implementation, adoption and disciplined use. To measure ROI seriously, the company must define a baseline before implementation. Without a baseline, it becomes difficult to prove improvement.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Recommended metrics before and after<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Average response time to leads.<\/li>\n\n\n\n<li>Conversion rate between stages.<\/li>\n\n\n\n<li>Number of deals created.<\/li>\n\n\n\n<li>Value in pipeline.<\/li>\n\n\n\n<li>Average sales cycle.<\/li>\n\n\n\n<li>Win rate.<\/li>\n\n\n\n<li>Administrative time per sales rep.<\/li>\n\n\n\n<li>Revenue by source.<\/li>\n\n\n\n<li>Data quality.<\/li>\n\n\n\n<li>CRM adoption by the team.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">What are the biggest mistakes in CRM implementation?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The biggest mistake is confusing implementation with adoption. Implementation means configuring the platform, migrating data and creating users. Adoption means that the team uses the CRM as its main working system. They are different things.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A CRM may be technically implemented and operationally abandoned. This happens when the team continues to use parallel spreadsheets, when sales reps only update opportunities before meetings, when dashboards are not used to make decisions and when leadership does not reinforce the process.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Common mistakes<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Choosing technology before defining processes.<\/li>\n\n\n\n<li>Migrating data without prior cleaning.<\/li>\n\n\n\n<li>Not defining owners and responsibilities.<\/li>\n\n\n\n<li>Creating too many fields.<\/li>\n\n\n\n<li>Not configuring useful dashboards for management.<\/li>\n\n\n\n<li>Failing to provide practical team training.<\/li>\n\n\n\n<li>Not measuring adoption.<\/li>\n\n\n\n<li>Automating too early.<\/li>\n\n\n\n<li>Not aligning marketing and sales.<\/li>\n\n\n\n<li>Treating CRM as an IT project, not a business project.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Why a Marketing Ops consultancy accelerates CRM impact<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A Marketing Ops consultancy helps turn CRM into results because it works at the intersection of commercial strategy, technology, data, automation and adoption. The technical team can configure the platform. The sales team knows the process. Leadership defines the objectives. But many companies fail because these dimensions are not connected into a coherent operational system.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This is where Liminal adds value. As a HubSpot Gold Partner and Zoho Authorized Partner, Liminal has the skills to support companies in the digital transformation of their marketing and sales departments. More than configuring software, Liminal helps design processes, clean data, define metrics, create dashboards, automate tasks, integrate systems and train teams. The focus is on adoption and measurable impact.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Documented cases show this approach. CCB achieved a 22 percent increase in CCB Card memberships with marketing automation and HubSpot. Moviter achieved, on average, 20 percent more sales per month after implementing a CRM adapted to its reality and integrated with ERP. These results should not be read as a universal promise. They should be read as evidence that CRM creates impact when it is connected to process, data, automation and management.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">180 day plan to prove CRM impact<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">To turn these quick wins into a coherent plan, the company should organise execution in phases.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Days 1 to 30: foundation<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Data hygiene.<\/li>\n\n\n\n<li>Form integration.<\/li>\n\n\n\n<li>Definition of owners.<\/li>\n\n\n\n<li>Initial pipeline dashboard.<\/li>\n\n\n\n<li>Basic follow up SLA.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">The goal of this phase is to ensure minimally reliable data and initial visibility.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Days 31 to 60: operational automation<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Automatic follow ups.<\/li>\n\n\n\n<li>Automatic tasks.<\/li>\n\n\n\n<li>Internal notifications.<\/li>\n\n\n\n<li>Lead assignment rules.<\/li>\n\n\n\n<li>Simple dynamic lists.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">The goal of this phase is to reduce manual work and accelerate response.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Days 61 to 90: qualification and segmentation<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Initial lead scoring.<\/li>\n\n\n\n<li>Priority segments.<\/li>\n\n\n\n<li>Definition of MQL and SQL.<\/li>\n\n\n\n<li>Marketing and sales alignment meeting.<\/li>\n\n\n\n<li>First conversion analyses.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">The goal of this phase is to improve commercial focus.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Days 91 to 180: optimisation and proof of impact<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Nurturing sequences.<\/li>\n\n\n\n<li>Attribution reports.<\/li>\n\n\n\n<li>Dashboard review.<\/li>\n\n\n\n<li>Pipeline analysis by source.<\/li>\n\n\n\n<li>KPI review with leadership.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">The goal of this phase is to prove impact and prepare for scale.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Conclusion<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A CRM does not prove value by being implemented. It proves value when it improves processes, accelerates response, increases visibility, reduces manual work, improves qualification and helps the team generate pipeline with greater predictability.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The 10 experiments presented in this article are practical, measurable and executable in the first 6 months. None of them requires a full transformation of the company. But all of them require discipline.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Data hygiene creates trust. Follow up automation reduces lost leads. Lead scoring improves prioritisation. The pipeline dashboard creates visibility. Nurturing maintains the relationship. Form integration eliminates manual work. Attribution shows which channels work. Task automation frees up time. Segmentation increases relevance. Marketing and sales alignment turns CRM into a common language. Technology matters. But adoption, process and measurement matter more.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For B2B SMEs, the right question is not only \u201cwhen will CRM deliver return?\u201d. The right question is: which experiments will we execute in the next 180 days to prove impact?<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><a href=\"https:\/\/liminal.pt\/livro-hiperpersonalizacao-martech\/\" target=\"_blank\" rel=\" noreferrer noopener\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"840\" height=\"441\" src=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2024\/09\/share-livro.jpg?resize=840%2C441&#038;ssl=1\" alt=\"Livro: Do Zero \u00e0 Hiperpersonaliza\u00e7\u00e3o: Estrat\u00e9gias de Marketing, CRM e Automa\u00e7\u00e3o com Intelig\u00eancia Artificial na Era das MarTech\" class=\"wp-image-5764\" srcset=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2024\/09\/share-livro.jpg?resize=1024%2C538&amp;ssl=1 1024w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2024\/09\/share-livro.jpg?resize=300%2C158&amp;ssl=1 300w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2024\/09\/share-livro.jpg?resize=768%2C404&amp;ssl=1 768w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2024\/09\/share-livro.jpg?w=1200&amp;ssl=1 1200w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/a><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\">Count on Liminal\u2019s CRM specialists<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The world of Marketing and Technology is constantly evolving. It is increasingly important to rely on specialists who ensure that innovations are integrated into companies. In addition, for technology to contribute to business success, it is essential to have a strategy that guides the implementation, adoption and evolution of systems.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">As MarTech specialists, <a href=\"https:\/\/liminal.pt\/\">Liminal<\/a> offers an integrated vision that combines Technology, Marketing and Strategy. We ensure the successful adoption and implementation of marketing technologies, whether through the impartial choice of the right systems to address the challenges of the company, the adaptation of processes and flows in existing systems, or the development of a <a href=\"https:\/\/liminal.pt\/produtos\/crm.html\">CRM<\/a> &amp; <a href=\"https:\/\/liminal.pt\/produtos\/automacao-de-marketing.html\">Automation<\/a> strategy that contributes to business growth.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">FAQs about CRM Quick Wins in 6 months<\/h2>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary><strong>Which CRM experiment is the fastest to show results?<\/strong><\/summary>\n<p class=\"wp-block-paragraph\">Follow up automation and the pipeline dashboard are usually the fastest experiments. They can be configured in a few days and show immediate impact on response time, visibility and commercial control.<\/p>\n<\/details>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary><strong>How much does it cost to implement these CRM experiments?<\/strong><\/summary>\n<p class=\"wp-block-paragraph\">It depends on the platform, the complexity of the processes and the quality of the existing data. Many of these experiments can be configured with native features in CRMs such as HubSpot, Zoho or Salesforce. The biggest cost is usually in designing the process correctly, cleaning data and driving team adoption.<\/p>\n<\/details>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary><strong>Do I need developers?<\/strong><\/summary>\n<p class=\"wp-block-paragraph\">In most cases, no. The experiments described can be implemented with native features, workflows, lists, properties, dashboards and simple integrations. Technical development may be required for more complex integrations with ERP, proprietary systems or external databases.<\/p>\n<\/details>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary><strong>How do I know if the CRM is generating ROI?<\/strong><\/summary>\n<p class=\"wp-block-paragraph\">It is necessary to compare metrics before and after implementation. The main ones are response time to leads, conversion rate by stage, value in pipeline, sales cycle, win rate, sales productivity, revenue by source and data quality.<\/p>\n<\/details>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary><strong>How long does it take to implement lead scoring?<\/strong><\/summary>\n<p class=\"wp-block-paragraph\">An initial model can be configured in a few days, but it needs several weeks to be validated with real data. The first model should be simple and adjusted progressively based on conversion to SQL, opportunities and customers.<\/p>\n<\/details>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary><strong>What should be the first Quick Win?<\/strong><\/summary>\n<p class=\"wp-block-paragraph\">The first should be data hygiene. Without reliable data, all other experiments are compromised. After that, the company should move on to forms, automatic follow ups and a pipeline dashboard.<\/p>\n<\/details>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary><strong>Should CRM be led by marketing, sales or IT?<\/strong><\/summary>\n<p class=\"wp-block-paragraph\">It should be sponsored by leadership and managed cross functionally. Marketing, sales and IT have different roles, but CRM should be treated as a business system, not just a technical tool.<\/p>\n<\/details>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary><strong>How can we prevent the team from abandoning the CRM?<\/strong><\/summary>\n<p class=\"wp-block-paragraph\">Adoption improves when the CRM reduces work, shows value and is used in management meetings. If the team feels the CRM is only for administrative control, adoption falls. If the team feels it helps them sell better, adoption increases.<\/p>\n<\/details>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n<div class=\"rtng-rating-total\" data-id=\"7268\"><span class=\"rtng-text rtng-title\">Feedback<\/span><div class=\"rtng-star-rating rtng-no-js \" data-rating=\"0\"><div class=\"rtng-star\" data-rating=\"1\">\n\t\t\t\t\t<span class=\"dashicons dashicons-star-empty\"><\/span>\n\t\t\t\t<\/div><div class=\"rtng-star\" data-rating=\"2\">\n\t\t\t\t\t<span class=\"dashicons dashicons-star-empty\"><\/span>\n\t\t\t\t<\/div><div class=\"rtng-star\" data-rating=\"3\">\n\t\t\t\t\t<span class=\"dashicons dashicons-star-empty\"><\/span>\n\t\t\t\t<\/div><div class=\"rtng-star\" data-rating=\"4\">\n\t\t\t\t\t<span class=\"dashicons dashicons-star-empty\"><\/span>\n\t\t\t\t<\/div><div class=\"rtng-star\" data-rating=\"5\">\n\t\t\t\t\t<span class=\"dashicons dashicons-star-empty\"><\/span>\n\t\t\t\t<\/div><\/div><span class=\"rtng-text rtng-total\">No rating yet<\/span><\/div><form action=\"\" method=\"post\" class=\"rtng-form\" data-id=\"7268\"><input type=\"hidden\" name=\"rtng_show_title\" value=\"1\"><span class=\"rtng-text rtng-vote-title\">O meu feedback:<\/span><div class=\"rtng-star-rating rtng-no-js rtng-active\" data-rating=\"\"><label class=\"rtng-star\" data-rating=\"1\">\n\t\t\t\t\t<input type=\"radio\"  name=\"rtng_rating[0]\" value=\"1\" \/>\n\t\t\t\t\t<span class=\"dashicons dashicons-star-empty\"><\/span>\n\t\t\t\t<\/label><label class=\"rtng-star\" data-rating=\"2\">\n\t\t\t\t\t<input type=\"radio\"  name=\"rtng_rating[0]\" value=\"2\" \/>\n\t\t\t\t\t<span class=\"dashicons dashicons-star-empty\"><\/span>\n\t\t\t\t<\/label><label class=\"rtng-star\" data-rating=\"3\">\n\t\t\t\t\t<input type=\"radio\"  name=\"rtng_rating[0]\" value=\"3\" \/>\n\t\t\t\t\t<span class=\"dashicons dashicons-star-empty\"><\/span>\n\t\t\t\t<\/label><label class=\"rtng-star\" data-rating=\"4\">\n\t\t\t\t\t<input type=\"radio\"  name=\"rtng_rating[0]\" value=\"4\" \/>\n\t\t\t\t\t<span class=\"dashicons dashicons-star-empty\"><\/span>\n\t\t\t\t<\/label><label class=\"rtng-star\" data-rating=\"5\">\n\t\t\t\t\t<input type=\"radio\"  name=\"rtng_rating[0]\" value=\"5\" \/>\n\t\t\t\t\t<span class=\"dashicons dashicons-star-empty\"><\/span>\n\t\t\t\t<\/label><\/div><noscript><input type=\"submit\" name=\"rtng_add_button\" class=\"rtng-add-button\" value=\"Rate\" \/><\/noscript>\n\t\t\t\t<input type=\"hidden\" name=\"rtng_object_type\" value=\"post\">\n\t\t\t\t<input type=\"hidden\" name=\"rtng_object_id\" value=\"0\">\n\t\t\t\t<input type=\"hidden\" name=\"rtng_post_id\" value=\"7268\"><input type=\"hidden\" id=\"rtng_nonce_button\" name=\"rtng_nonce_button\" value=\"f938a52f77\" \/><input type=\"hidden\" name=\"_wp_http_referer\" value=\"\/martech-magazine\/wp-json\/wp\/v2\/posts\/7268\" \/><\/form>","protected":false},"excerpt":{"rendered":"<p>Implementing a CRM is only the beginning. The real challenge comes afterwards: proving, with data, that the system is generating real business impact. Many companies invest in CRM, complete the &hellip; <\/p>\n","protected":false},"author":14,"featured_media":7266,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_post_was_ever_published":false},"categories":[639],"tags":[],"class_list":["post-7268","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-customer-relationship-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>10 CRM Quick Wins That Prove Impact in 6 Months | Martech Magazine<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/liminal.pt\/martech-magazine\/en\/10-crm-quick-wins-that-prove-impact-in-6-months\/\" \/>\n<meta property=\"og:locale\" content=\"pt_PT\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"10 CRM Quick Wins That Prove Impact in 6 Months | Martech Magazine\" \/>\n<meta property=\"og:description\" content=\"Implementing a CRM is only the beginning. 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