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Author Archives: Brian Gardner

7 CRM Lessons from the 2025 State of Distributor Sales Report

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Based on findings from the 2025 State of Distributor Sales Report in partnership with Distribution Strategy Group 

6 Areas to Get Your CRM Ready for AI Tools  

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Few doubt the transformative impact AI will have on industrial sales organizations in the coming years. Already a proven force multiplier, AI tools are rapidly emerging to analyze client behavior and generate actionable insights for your sales team to pounce. 

Tips for Navigating the First 90 Days of CRM for Long-Term Success

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You’ve tested and tweaked your CRM system; your team, stakeholders and executives have signed off. Everything seems ready to go.  

What’s next?  

Your CRM Didn’t Work Out? Considering a Second Try?

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Have a bad taste in your mouth from your last CRM implementation attempt?  

Know that your business could benefit from a single source of truth across the organization but hesitant to give it another shot?  

Podcast: Getting the Most from CRM – A Conversation with DCKAP’s Karthik Chidambaram  

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Brian Gardner, Founder and CEO of SalesProcess360, was recently invited onto Driven by DCKAP, a podcast that discusses the technology challenges faced by modern distributors. DCKAP specializes in ERP integration platforms designed for distributors. 

Statements of Work for CRM Projects That Actually Work

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A company’s CRM journey should be viewed as a marathon, not a sprint. It’s not a one-and-done project with a start and end date. You don’t just set out to buy or implement a CRM. To do it right, there’s a lot of pre- and post-work and many challenges along the way.  

Who Can Drive Your CRM Project – and Who Should? 

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One of the most common reasons customer relationship management (CRM) initiatives fall short of expectations is not having a point person who takes ownership. More specifically, it’s the lack of a dedicated leader who can drive the process from a sales management perspective rather than just a technical one. 

Get ‘Sales Cowboys’ to Buy-In to CRM

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It’s always difficult to get everyone on-board with new technology. CRM is no exception. In fact, distributors, reps and manufacturers often face a challenge in getting “sales cowboys” to embrace CRM. Some worry that Big Brother wants to look over their shoulders. Some just resist a change to their regular routines.

Team Selling. It Can Be Your Competitive Edge.

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When speaking at conferences and I ask what is the definition of “Team Selling” I always get sharing in the responses. The word I rarely get is Leveraging. I believe companies can achieve a competitive edge by sharing and leveraging information. CRM is built for being the repository for information to be shared and leveraged. It is in CRM’s wheelhouse. The question is, who on your team is involved with sharing and leveraging information?

Are Your Hunters, Hunting or Farming?

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How can focused account profiling promote business growth?

Last week during a CRM roundtable webinar I hosted with MCAA, we discussed ways to use CRM data to make better business decisions. One of the hot topics was Account Profiling and how using a 4-dimensional approach can help grow your business volume with focus on where your sales team should spend their time. You may say, “We have a profiling system and we grade our accounts.” In my experience, the information is usually only 1-dimensional; basing it off current or the past years business volume and not growing volume. This is where the 4-dimensional approach becomes invaluable.

SalesProcess360 Videos featuring Brian Gardner

Get insights based on decades of experience in industrial markets, including why you should think beyond outside sales, how to take a proactive approach to sales opportunities and how to let sales process drive your CRM wish list.