The Role Forward: A Strategic Finance Podcast

CRM Hygiene: Galley Chief Business Officer, Jason Peretz

Jun 15, 2022

Jason Peretz, CBO of Galley, talks about the importance of CRM hygiene, building a CRM effectively, and utilizing RevOps. They discuss the challenges of cleaning up the CRM system, managing contracts and spreadsheets, improving product packaging, and transitioning between finance and sales.

39:33

Episode guests

Jason Peretz

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Quick takeaways

Cleaning up and maintaining CRM data is crucial for accurate data reporting and analysis.

Starting early and dedicating a team to manage CRM data integrity and continuously improving the CRM setup and processes are crucial for success.

Deep dives

Importance of CRM Hygiene

Cleaning up and maintaining CRM data is crucial for accurate data reporting and analysis.

Managing Revenue Recognition with Stripe Data Export and a Built System

00:39

The Importance of Revenue Operations in HubSpot

00:30

Introduction

3min

A Conversation about Work Experience and CRM Management

2min

Cleaning Up the CRM: Process and Challenges

11min

Managing Contracts and Spreadsheets

2min

Improving Product Packaging and Gaining Insights at Galley

3min

Transitioning between Finance and Sales

16min

Transitioning from Spreadsheets to New Software Solutions in Finance

2min

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

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The Role Forward: A Strategic Finance Podcast

CRM Hygiene: Galley Chief Business Officer, Jason Peretz

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Importance of CRM Hygiene

The Process of Cleaning up the CRM

Benefits of Clean CRM Data

Lessons Learned and Advice

Managing Revenue Recognition with Stripe Data Export and a Built System

The Importance of Revenue Operations in HubSpot

Remember Everything You Learn from Podcasts