Episode
Roxanne Dable on Why CRMs Fail When Reps Keep Spreadsheets
- Podcast
- Go To Masters Show
- Published
- May 1, 2026
- Duration seconds
- 1078
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/go-to-masters-show-6426488/episodes/roxanne-dable-on-why-crms-fail-when-reps-keep-spreadsheets/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/go-to-masters-show-6426488/roxanne-dable-on-why-crms-fail-when-reps-keep-spreadsheets.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
Roxanne Dable is the Director of Sales Operations at Zendesk, where she focuses on driving operational excellence and aligning sales processes to deliver customer value at scale. On this episode of the Go To Masters Show, she shares insights from 15 years across banking, fintech, SaaS, and healthcare, including her experience as a fractional COO during the pandemic. Why the biggest CRM mistake is treating it as data storage instead of an enabler that helps teams work smarter How 100 required fields to close a deal forced reps to keep deals in spreadsheets, making pipeline reports unreliable The COO lens: quota decisions don't just affect sales but impact finance, recruiting, and customer success capacity Connect with Roxanne: LinkedIn Follow us: LinkedIn | X