Your Reps Have the Tools. So Why Is CRM Data Still a Mess?

Learn how sales and RevOps teams improve CRM adoption and data quality by embedding the right behaviors into everyday workflows. This session shows how to reduce manual follow-ups, improve pipeline visibility, and drive consistent rep execution across your sales stack.

Who This Is For:

  • RevOps & Sales Ops leaders responsible for pipeline accuracy and forecasting
  • Sales & BDR Managers accountable for rep productivity and ramp time
  • RevOps & Sales Ops leaders accountable for pipeline accuracy
  • Salesforce Admins driving adoption and data integrity
  • Sales Enablement leaders scaling onboarding and tool usage

The Problem:

  • Reps have 10+ tools, but adoption is inconsistent and hard to enforce
  • CRM hygiene depends on chasing people instead of built-in process
  • Forecast calls rely on incomplete or outdated data
  • Onboarding happens once, but behavior doesn’t stick in day-to-day work

What You'll Gain:

  • Improve CRM data quality without constant follow-ups
  • Build processes that drive the right rep behavior automatically
  • Run forecast calls with pipeline data you can actually trust
  • Reduce ramp time without increasing enablement overhead

CalendarVirtual Session

TimeMultiple Slots Available

Why You Should Join This Session

This session breaks down why CRM data quality and tool adoption continue to break even after investing in the right stack.

You’ll see how sales and RevOps teams are shifting from one-time training to embedding the right behaviors directly into day-to-day workflows. In this session, you’ll learn:

  • Why reps don’t follow CRM processes consistently (and how to fix it)
  • Where traditional enablement fails to impact real pipeline data
  • How leading teams drive adoption without constant follow-ups

If you’re responsible for pipeline visibility, forecasting, or sales process enforcement, this session will give you practical ways to improve data quality and rep productivity without adding more tools or manual effort.

Topics covered in the webinar

The Sales Tech Stack Reality Check

How many tools are your reps actually using and how well? A frank look at the gap between software investment and real-world adoption across Salesforce, outreach platforms, and beyond.

Why Traditional Enablement Falls Short

Classroom sessions, PDFs, and recorded walkthroughs have their place, but they don't stick. Here's what happens to learning retention when training happens outside the flow of work.

Learning in the Flow of Work

What it means to guide reps inside the tools they use every day for completing tasks and building proficiency at the same time, without ever leaving the application.

CRM Adoption & Data Quality

Why "if it's not in the CRM, it doesn't exist" matters more than ever and how nudging the right behaviors at the right moment leads to better pipeline data, cleaner forecasts, and less manual clean-up for sales ops.

Speakers

Speaker One

Nick Roetter

Director - Strategic Account, Whatfix

Speaker Two

Akhil AR

Head - Business Development, Whatfix

Whatfix has enabled Sophos to communicate process changes across a large and dispersed Sales team easily and effectively. The best bit is that users get the training when they need it in the system they work on day to day. Whatfix has saved us time and more importantly reduced errors.

Gina Smith

Phil Walley

Senior Sales Operations Manager

Want to talk to the Whatfix team directly instead?

Book a conversation!

Frequently Asked Questions

Yes. Most enablement programs work well during onboarding, but adoption drops once reps are back in their tools. This session focuses on how to reinforce learning in real workflows.

Yes. While Salesforce is a core example, the insights apply across your entire sales tech stack from Outreach to enrichment tools, content platforms, and more.

Absolutely. The focus is on driving consistent usage, improving data quality, and getting real ROI from your existing tools.