6 playbooks in CRM.
Context loss happens when interactions live in inboxes and Slack threads instead of CRM records. Centralize one timeline per account, auto-log email and meetings, and enforce weekly account reviews with defined ownership.
Inbound leakage is a speed-to-lead and attribution problem: leads sit in spreadsheets while reps work email. Unify capture tags, enforce a five-minute SLA on demo requests, and route by score to the right owner automatically.
B2B follow-up failure after day three stems from manual task ownership without SLA-bound triggers on the CRM activity timeline. HubSpot Sequences enforces multi-touch cadences tied to deal stage and last-activity timestamps, surfacing the next touch when silence exceeds 72 hours.
SMB sales stacks fail when teams buy enterprise CRM breadth before repeatability exists. Start with CRM plus email sync, add sequences only after pitch stabilization, and cap total tool spend until pipeline volume forces automation.
Wrong CRM selection matches feature checklists to demos, not org center of gravity. Classify as sales-, marketing-, or service-led, pilot one seat for 14 days on real deals, and model 4× price ramp before contract.
Churn is a lagging signal of weak health scoring and undifferentiated save plays. Segment exit reasons, score leading usage indicators instead of NPS alone, and run three save plays with triggers, owners, and 14-day outcomes.