Rant: Our sales team kept blaming the CRM for lost deals, but the real issue was our data setup.

We were losing about 15% of qualified leads because the sales guys said the system was too slow to pull up account history during calls. I finally sat down with one rep for a full day and realized we had over 200 custom fields syncing in real-time from our billing platform, which was killing page load speed. Has anyone else fixed a similar bottleneck by just cutting down on live syncs and moving to nightly updates?

3 comments

3 Comments

the_anthony6d ago

I read a case study where a company had the same problem with Salesforce slowing down. They moved all their product usage data to a nightly batch update instead of live sync, and page load times dropped by 70%. The sales team stopped complaining instantly.

blairc906d ago

That's a smart fix from the case study @the_anthony. Batch updates can really save a system that's getting crushed by live data. Makes total sense why the sales team chilled out after that.

dixon.james6d ago

Yeah the sales team chilling out is the REAL win. I had to do this with a client's CRM last year, same exact thing. The trick is finding which data CAN be batched without hurting daily work. Start with internal logging data or backend metrics, stuff people don't need the second it happens. That first batch job is like turning off a fire hose.