Complete Story
09/27/2025
020. CRM That Works: A Hands-On Audit and Roadmap Workshop
Instructor: Brian Gardner
1:30 pm - 4:00 pm
Every month without a well-aligned CRM means lost opportunities, hidden margin leakage and inefficient sales activity. For many distributors, this is the reality. Adoption is weak, and ROI is low. Sales teams are likely working around CRM instead of with it, creating data silos and blind spots that compound over time. The reason? Too many distributors approach CRM as a technology purchase instead of a sales process improvement initiative. That results in feature-heavy systems that fail to deliver adoption, alignment or ROI. This workshop reframes CRM around business processes and shows participants how to build a practical, phased roadmap that ensures a CRM investment pays off. Drawing on the proven SalesProcess360 CRM Audit, this hands-on session will guide participants step by step through evaluating current sales processes, uncovering process gaps and prioritizing sales initiatives. And now, with the rise of AI in distribution, the stakes are even higher. AI can make it easier to analyze customer data, spot trends and uncover opportunities but it’s only as good as the data and processes behind it. Without a clean, consistent and well-adopted CRM, AI tools can’t deliver real insights. With the right foundation, however, AI becomes a powerful accelerator and can help sales teams work smarter, improve forecasting and maximize margins. This workshop isn’t about software demos or feature wish lists. It’s about linking CRM to ROI by tying it directly to sales processes, uncovering quick wins and creating a realistic adoption path. Participants will also leave with a clear understanding of how CRM maturity positions them to take advantage of AI without the risk of bad data leading to bad decisions.
Bookstore
The Upside of Down Times: Discovering the Power of Gratitude
Lisa Ryan
Harness the Power of Gratitude One of the downsides of life is that we rarely have to deal with an overabundance of gratitude. Most of us tend to focus on the negative. We don't receive nearly as much acknowledgment as we would like, and we don't give as much recognition as others deserve. Now for the upside! When we learn to harness the power of gratefulness, we can make a major positive difference in so many areas of our lives, as well as the lives of those around us-and The Upside of Down Times is your first step toward making that happen. "I highly recommend this book if you want to be happier, healthier, and wealthier. I read this book in one sitting and began implementing some of the ideas the next day. The ideas are easy to implement but powerful in their results." -Jack Canfield, Co-creator of the Chicken Soup for the Soul series and The Success Principles
