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393: You Don’t Need More Features, You Need Perspective with Jacob Bank

The Predictable Revenue Podcast

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Reimagining CRM: Shifting Focus from Features to Perspective

This chapter explores the shift in focus from CRM features to functionality and outcomes as agents become proficient in using multiple systems. It also discusses the natural inclination to delegate tasks to either people or AI, emphasizing the importance of clear communication of needs and success criteria.

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