Redwood Lane

The Problem With One-Size-Fits-All CRM Advice hero image

The Problem With One-Size-Fits-All CRM Advice

January 24, 2024

You can find endless Salesforce “best practices” online—but that doesn’t mean they’ll work for your org.

At Redwood Lane, we’ve learned that the right solution depends entirely on your team, your process, and your goals.

Here’s what we do instead of relying on one-size-fits-all advice:

  • We ask more questions than we answer—at first.
  • We study your data, usage patterns, and team behavior.
  • We prototype solutions and test them with real users.

Smart consulting isn’t just about knowing the tools—it’s about knowing when not to use them. That’s where we come in.