Transitioning from Spreadsheets to New Software Solutions in Finance

CRM software is one of the most vital business tools today, and most companies nowadays use it to conduct sales, track finances, and manage customer relationships. However, CRMs can be complicated and difficult to set up and use. 

But your CRM should work for you instead of the other way around.

In this episode of The Role Forward podcast, our host Joe Michalowski welcomes Jason Peretz, the Chief Business Officer (CBO) of Galley. They talk about the importance of getting your CRM in shape, how to build your CRM effectively from the beginning, and why RevOps can help bridge the gap between sales and finances.

Guest-at-a-Glance

💡 Name: Jason Peretz

💡 What he does: He's the Chief Business Officer (CBO) of Galley.

💡 Company: Galley

💡 Noteworthy: Before joining Galley, Jason was in corporate finance. He worked in real estate finance and corporate food cost budgeting.

💡 Where to find Jason: LinkedIn