Episode 112: The Goldilocks Approach to CRM Lockdown - Balancing Usability and Security

What do Goldilocks and CRM implementations have in common? The balance of their implementation needs to be just right.

How much freedom should organizations grant their users to mess with the CRM? Doug and Jess explore the complexities of user access within the CRM and the nuances of balancing access and control to ensure both effective utilization and data integrity.

Audio:

Video:

Additional Resources:

• [Blog] 4 Questions to Gauge If Tech Debt is a Hidden Cost
• [RevOps Show] Episode 69: Tackling Tech Debt: How to Manage and Mitigate Its Effects
• [RevOps Show] Episode 111: The Art of Dashboard Design - Simplifying for Success
• [Blog] Mastering CRM: Moving From Adoption to Utilization
• [Blog] 9 Ways to Ensure Your Training Boosts CRM Utilization

Show Notes:

Pre-Show Banter: 

• Doug’s New Year’s is coming up (aka opening day in baseball), and he’s beyond excited!
• The RevOps Show has surpassed 10,000 total downloads!! Thank you to everyone who listens and/or watches the show! We couldn’t do this without you.
• Doug and Jess have been busy the past few months. They’re both hoping to get a break to relax soon.

Main Discussion Points: 

• Lockdown vs. Freedom: A clear understanding of lockdown within a CRM leads to accuracy, security, and compliance, while too much freedom can create chaos and data integrity issues. 
• Restriction can negatively impact users’ perception and their confidence in the organization, leading to resistance and decreased usage. 
• Striking the right balance is crucial. Overly restrictive environments hinder utilization, while loose restrictions can lead to data corruption.
• Goldilocks Principle: Just as Goldilocks found her balance, organizations must find the “just right” level of restriction for their processes. 
• Monitoring and updating user roles and permissions is essential as businesses grow and change in this realm.

Jess’s Takeaways: 

• Make sure you’re balancing data of record versus data of use. Too much restriction has the danger of removing agency, which means you’re not going to get utilization from your users. Just like Goldilocks, it needs to be just right.
• Work in levels of complete.
• Make sure that you have a regular review cycle for your CRM lockdown.

Next Steps: 

• Follow Jess, Doug & Lift on socials for updates on the show or other insights: 

  • Doug Davidoff LinkedIn

  • Jess Cardenas LinkedIn

  • Lift Enablement LinkedIn

• Follow the show on Spotify & Apple Podcasts

• Subscribe to The RevOps Show YouTube channel

• Listen to Episode 113: Mastering the Middle - Turning Project Management Complexity into Success