First Principles Software Implementation In Your Agency, With Henrik Becker

Jan 22, 2025

Henrik Becker, an expert in agency coaching and CRM systems, shares valuable insights from his journey in improving sales and marketing frameworks at RevHops. He emphasizes the importance of aligning CRM tools with core business operations using a first-principles approach. Common issues like Excel dependency and poor data adoption are discussed, alongside steps for effective CRM implementation. Henrik advocates for starting with simple setups for quick wins while navigating the complexities of agency growth and aligning personal values with business goals.

Ask episode

Chapters

Transcript

Episode notes

Intro

00:00 • 2min

Foundations of Successful CRM Implementation

02:24 • 22min

Navigating Complexity and Redefining Business Goals

24:08 • 2min

Diverging Paths in Business Philosophy

26:01 • 8min

Navigating Agency Growth: Challenges and Opportunities

34:07 • 3min

Evaluating CRM Systems and Improving Processes

36:57 • 3min

Points of Interest

00:51 – 01:29 – Introduction to Henrik Becker: Marcel introduces Henrik Becker, an expert in agency coaching, EOS implementation, and CRM systems, now leading Rev Hops to improve agency sales and marketing systems.
01:30 – 02:13 – Henrik’s Career Journey: Henrik details his evolution from systematic marketing in 2010 to specializing in CRM platforms like Salesforce and HubSpot, emphasizing management systems for success.
03:42 – 04:48 – Aligning CRM with Operations: Marcel and Henrik stress that CRMs and operational tools should address fundamental business issues, adopting a first-principles approach to technology.
04:49 – 07:04 – Common CRM Problems: Henrik identifies signs of ineffective CRM use, such as Excel dependency, poor adoption, and data inaccuracies, which undermine sales and marketing efforts.
09:18 – 11:24 – CRM Implementation is a Process, Not an Event: CRM implementation requires ongoing adjustments as the business evolves, rather than being treated as a one-time project.
11:25 – 13:16 – Steps for a Successful CRM Setup: Henrik outlines a structured CRM setup approach: align on the problem, document processes, define requirements, design solutions, and implement incrementally.
16:06 – 18:24 – Focus on Simplicity and Quick Wins: Starting with a simplified CRM setup to deliver quick wins builds momentum, avoiding over-engineered systems.
18:25 – 20:42 – Avoiding Operational Complexity: Henrik and Marcel advise against overly complex systems, advocating for implementations aligned with team capabilities.
20:43 – 23:08 – Agile vs. Waterfall in CRM Implementation: Henrik critiques improper Agile usage in CRM projects, recommending clear planning and incremental adjustments over chaotic trial-and-error.
23:09 – 25:13 – Adapting to Change: Successful CRM implementations require regular updates to keep systems relevant and aligned with business evolution.
29:24 – 32:08 – Marcel’s Choice to Build at Scale: Marcel shares his decision to scale Parakeeto, balancing cash flow, risk, and long-term enterprise value.
36:06 – 38:54 – Final Words of Advice: Henrik emphasizes prioritizing processes, accountability, and alignment before choosing or changing a CRM system, as software is secondary to clear operations.

Show Notes

Connect with Henrik
- LinkedIn
- RevHops

Love the Podcast

Leave us a review here.