Sales & CRM

Test-ify! A “fun” Game to Come Clean About CRM

2 min read


Like it or not, your office is basically your second home. This means that you spend a large percentage of your life with a second family: your work colleagues. With countless hours spent together, you might as well have some fun, right?

Now whether this test is fun or not is debatable. But one thing’s for sure you’ll definitely be surprised by how different the answers are.

The Game:

The first step is to identify five people for your experiment. There must be one of each of these:

  • An IT person.
  • A salesperson.
  • A marketing person.
  • Your point of contact at your marketing or advertising agency.
  • A finance or general admin person.

Once you’ve got their attention, simply ask:

“What is CRM?”

Here’s my educated guess on what their answers will be:

  • IT — it’s a system used by sales and marketing.
  • Sales — it’s where we manage our deals and customers.
  • Marketing — it’s used to send personalised emails.
  • Agency — it’s a loyalty program.
  • Finance — it’s about managing customers.


A wide spectrum of answers to be sure...

And they’re all absolutely right! CRM is a multi-functional tool that serves many purposes for different people in separate departments (hence the confusion).

This is why it's crucial that your CRM has the depth and functionality to cater to all operational needs. A CRM is not just a marketing tool, nor is it just about managing customer information. It’s a valuable piece of technology that brings previously disparate elements of your business together for unified, simplified operations that lead to business growth.

To plug the knowledge gaps and unite the divergent ideas surrounding it, we’ve produced a thorough analysis of the CRM marketplace and the technology that exists therein. Trust me: it gets a whole lot deeper!

Download the guide and put an end to any CRM misunderstanding.

Not using HubSpot yet?

Book a demo with our team today.

Latest Insights

Marketing & Growth

19 min read

Essential HubSpot workflows you should implement today (July 2024)

HubSpot workflows are the perfect way to automate professional processes. We unpack our favourite HubSpot workflows to showcase how useful they are.

Read more

Marketing & Growth

24 min read

Your guide to building multi-language websites in HubSpot

Explore how to create multilingual websites in HubSpot Content Hub, how best to use them, and best practices for maximising their impact.

Read more

Sales & CRM

91 min read

The true cost of HubSpot: Exploring HubSpot's Total Cost of Ownership

This guide takes a look at the total cost of ownership (TCO) of HubSpot as well as the TCO of Marketing Hub, Sales Hub, Service Hub and Content Hub.

Read more

Sales & CRM

20 min read

HubSpot HIPAA compliance: everything you need to know

Explore HubSpot's HIPAA compliance. We cover the basics of HIPAA, challenges HubSpot faced, and HubSpot's new tools to meet compliance requirements.

Read more

Marketing & Growth

21 min read

Enhancing your marketing processes with HubSpot AI

Learn how you can integrate HubSpot’s AI assistants into your marketing processes to optimise your efforts and supercharge efficiency. 

Read more

Sales & CRM

17 min read

How to plan for a successful HubSpot Implementation

Key aspects of planning and managing HubSpot implementation. We'll guide you through every step to ensure a successful HubSpot implementation.

Read more

Marketing & Growth

10 min read

Why it might be time to consolidate marketing agencies

Learn why & when to consolidate your marketing efforts with an agency specialising in strategy, creative solutions & technical expertise.

Read more

Technical & Integrations

5 min read

HubSpot’s cookie consent banner update: What you need to know

HubSpot is updating its cookie consent banner to version 2 on July 5, 2024. Here’s what you need to know about the update & how to prepare for it.

Read more

Sales & CRM

27 min read

HubSpot user adoption: a comprehensive guide to boosting CRM adoption

Explore strategies, best practices, and tools to drive user adoption in HubSpot, ensuring a smooth transition and maximising user engagement.

Read more

Sales & CRM

37 min read

HubSpot security and compliance: best practices and automated tools

Explore how to leverage HubSpot’s security tools and resources to mitigate risks and ensure Security and Compliance in HubSpot.

Read more