About the speaker

Roshan Cariappa has done the zero to one journey multiple times as an operator and founder over the last 13 years. He heads Marketing at Vymo – a Sequoia & Emergence-funded SaaS startup that is disrupting Sales & Distribution for Financial Services. Roshan curates wisdom from founders, operators, and investors on his podcast – The Startup Operator (https://open.spotify.com/show/1kRdGSs…) and you can connect with him on Twitter @RoshanCariappa.

Summary

In this frank conversation, Roshan holds up a mirror to the current state of CRM adoption across most organizations and why they are almost universally disliked by salespeople. 

He explains why he believes that CRM systems need to be designed for the ‘sales person’ for them to be adopted and how that has been the single most important reason for multiple CRM implementation failures. 

He shares some key factors an organization should consider before embarking on their CRM journey. He touches upon key prerequisites that an organization should fulfill to be able to successfully adopt a CRM system and help create a sustainable sales engine. 

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