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topic: crm-systems
Topic:
crm-systems
6 entries tagged
crm-systems
.
Rules (2)
rule
RULE: Don't bend the client's business model to a generic CRM. Either find vertical SaaS that fits, or add a custom data layer on top.
rule
RULE: Own a single customer_id primary key that joins across your vertical SaaS + QuickBooks + email + ads.
Reference entries (4)
reference
Illustration: what "modeling the actual business" means for Boucher & Jones fuel distribution (in-development, NOT delivered)
reference
Reference: operational data map by industry — what gets generated, stranded, and unlockable for 5 service verticals
reference
CRM project failure rate: 47% (Forrester) to 50% (Gartner) to 55% (Johnny Grow 2025) to 70% (industry aggregators)
reference
Research brief: The Dataset is the Product — when a service business should own its data (piece 12 of 15)
