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Every day we encounter problems at work. And subconsciously, we just want a tool to fix the problem, so we don’t have to address it again (and again).
What do you do? Invest in finding a solution? Asking around? Find a referral?
Maybe you saw the latest technology, or something online that can help address this ongoing problem, so you don’t have to constantly keep dealing with it.
In business development, we know that our Customer Relationship Management (CRM) tools get brought up regularly as the problem that we need to consistently address.
Your CRM isn’t the problem.
The real problem? The lack of consistent, disciplined behavior behind the keyboard.
Everyone wants a magic tool to fix pipeline leaks, where there are gaps in current accounts, etc.
But you don’t have a technology gap. You have an accountability gap.
Was this newsletter forwarded to you?
This is a sharp callout on over-tech reliance and under-leadership in sales processes. Just because you spend money on a new CRM, you think that it will solve all your issues. And then comes the next bright idea:
“Let’s upgrade our CRM.”
Here’s the truth: upgrading your CRM without enforcing behavior is like buying a treadmill and never using it.
Consistent discipline matters.
And if you’re serious about growth, stop chasing new platforms and start building the culture that makes them work. Again and again.
Let’s dance.
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Let’s Break This Down - Discipline is Critical
Let’s cut through the noise: tools don’t close deals. People do. Companies spend a significant amount of money on tools, training every year for their teams, yet the tool can be completely underutilized.
Why? Because discipline isn’t a feature you can toggle on. It’s a muscle you build.
I’ve written on CRMs over the past year, you can check them out here:
You’re not struggling with your CRM’s capabilities. You’re struggling with accountability.
Not every CRM is set up the same. Some take time to get used to.
Discipline isn’t glamorous. It doesn’t come in any type of software update or a viral LinkedIn post. It is fueled by an individual (aka…you), and you need to show it.
But here’s what it does: It turns potential into performance.
Life Gets in the Way
CRM updates need to happen, other priorities in your work jump in, life gets in the way, the list goes on. Holding time on the calendar, whether it’s first thing in the week, when you wrap up at the end of the week, or whatever works best for you. Effective time management is critical to have consistent discipline around your CRM.
It’s not fun. But it’s part of your job (and you get paid for it), part of growing your business, part of being held accountable for what you do.
Do an Audit
Stop throwing money at the problem.
Start throwing effort.
Start emphasizing effort.
There are ways you can currently look at your CRM and look at how effective are mine (and my team’s) current effortsare on what data is in the tool?
Think about the current CRM usage. How many reps log activities in real-time? How many deals slip through because of incomplete data? How many “urgent” CRM upgrades were just Band-Aids for poor habits? The answer isn’t another platform—it’s a daily practice of showing up. Were the CRM updates a result of a conversation you had with a sales manager?
Train your team to treat your CRM like a non-negotiable. Not a suggestion. Not a “when I have time” task. Make it as routine as morning coffee. Hold weekly check-ins where you review CRM hygiene:
Here’s a quick and easy on areas to look at (for yourself and your team):
Audit your current CRM behavior.
Who’s using it? Who’s not? And why?Rebuild your pipeline discipline playbook.
Define what “clean” data looks like. Set weekly standards, not optional suggestions.Train for consistency, not just compliance.
Behavior change doesn’t happen through a feature demo — it happens through repetition, reinforcement, and reward.Make visibility a team sport.
Run standups using CRM dashboards. Share wins. Show progress. Make it a habit.
If the answer is “no,” you don’t need a new tool. You need to enforce the basics.
Ask this of your team as well. A newer tool isn’t going to change anything unless the discipline changes.
AI can add additional context to many areas throughout your CRM. But it won’t do everything for you, you still need to do the work and build your pipeline, but your relationships with your accounts.
Get Disciplined
Your executive team doesn’t care about your CRM’s AI features. They care if you deliver. Teams that execute flawlessly with basic tools outshine those with shiny toys every time.
I don’t need to have the latest and greatest toys. I’ll be ruthlessly disciplined and execute on what I need to do.
Discipline isn’t just about compliance. It’s about clarity.
When your team uses your CRM religiously, three things happen:
Forecasts stop being fiction. You’ll see deals for what they are, not what you hope they’ll be.
Coaching becomes targeted. Managers can spot gaps in real-time, not six months later.
Scaling gets simpler. Clean data means better decisions, faster onboarding, and predictable growth.
What the Internet Taught Me This Week
From new tools, recent trends, and market updates, here is what has been on my mind.
For those in the government contracting sector, CMMC is making waves to become a reality. Check it out here
At a secret meeting, some of the world’s top mathematicians struggle to outsmart AI. Check it out here
How your electric bill may be paying for big data centers’ energy use. Check it out here
You don’t need another upgrade. You need a team that treats your CRM like scripture.
Tools come and go. Discipline compounds. It’s the difference between hoping for growth and engineering it. Between chaotic pipelines and predictable revenue. Between being a vendor and being a partner.
The next time someone says, “Our CRM is holding us back,” ask: Are we holding ourselves accountable?
Maybe you can’t do it at scale, but it sure is quality over quantity.
See you next week.
Whenever you're ready, here are 4 ways I can help you:
Unlocking Hidden Potential - Reconnecting with Past Clients for Explosive Growth - Check out my free eBook on how you can find hidden gems in your past clients and help you crush your sales goals.
Build your Sales CRM - Download our free Sales eBook on How Your Sales Team Can Maximize Your CRM Tool. Whether it’s Hubspot, Salesforce, or another CRM tool, make sure you leverage it to your advantage.
Awesome Sales Resources - Transform your sales engagement and capabilities across Social Selling, CRM, Lead Generation, Enablement, and more.
Cribworks Advisor Program - Want more than just resources? Reach out to me and see if our Advisor Program can help you grow your business.