Muhammad Umar warns that standard CRMs come loaded with someone else's sales process: predefined contacts, follow-up sequences, and workflows that steer your team toward a prescribed playbook. He argues you should tailor your CRM to match your strategy, not the other way around.
If you are deploying the same CRM that everyone else has deployed, one thing you have for sure is like think about sales CRM. There are contacts, there are D words, there are these follow ups, there are these agents, they are ABM agents. That's someone has designed it for you and then of course have given you this idea of some local platform built in within the CRM so you can customize some of your own workflows. But eventually someone is telling you how to do sales and then you start focusing on other things because someone has done it for you. I think that.
FDE Epi : 16 | AI Agents, Billion-Dollar Infrastructure & the Future of Intelligence
