Answer to Your Tool Question: It Depends.

Someone once asked me what CRM they should use.

Before I could even respond, they added:

“We’re thinking Salesforce. That’s the standard, right?”

I paused. Then, I gave my usual answer:

“It depends. Tell me more.”

They want a name, a link, and a monthly price.

But a fool with a tool is still a fool. They just cause more damage. (That line came from Lawrence at ENKI, and I think about it all the time.)

I get tool questions all the time from clients, prospects, and friends alike:

• “What should I be using for email?”
• “What social media platform should I be on?”
• “What CRM is the easiest to use?”

None of the tools matter if you don’t understand what problem you’re solving.

I’ve seen companies with decent sales budgets jump straight into Salesforce.

Twelve months later, they’re still using Excel sheets to track leads.

On the flip side, I’ve seen small companies hesitate over Pipedrive’s $15 a month but make the leap because they knew viable leads were getting lost in a crowded document.

Once they took the leap, they used the Kanban board feature to build a killer visual pipeline that now supports every step of their sales process.

So, when someone asks, “What should I use for X?”

I say, “Let’s chat.”

Only after some digging and gaining an understanding of your company and its people can I give a recommendation.

Let's chat about what you really need for your business, not just tools.