Your CRM database should work for you. Not the other way around

Most teams think of the CRM database as the source of truth. But for many ops pros, it feels more like a black box.

Data goes in, but good luck getting clean answers out. CRMs are simply built for inputs, not outputs.

You spend your time chasing updates, fixing records, and exporting data that are already out of date the moment you pull it into your spreadsheet. Your execs want clarity. Your reps want speed. And you’re stuck trying to bridge the gap with tools that aren’t built for day-to-day decisions.

What makes the CRM database so frustrating?

Whether you use Salesforce, HubSpot, Pipedrive, or any other CRM, it’s where everything lives—deals, contacts, notes, activities. But it’s also where:

• Data and reports are constrained by a fancy UI
• Fields get skipped
• History gets lost

You end up with half-truths, delayed forecasts, and meetings full of “we think” instead of “we know.”

And the moment someone asks, “When did this deal shift?” or “Why is this number off?”, you’re on the hook to dig through records and send a follow-up.

You definitely can’t do things like this.

Make your CRM database easier to use (and trust)

You don’t need to rebuild your CRM. You just need a better way to work with the data already there.

Take this opportunity record, for example:

At first glance, it looks clean. You’ve got the account name, close date, amount, and deal stage. But if anything shifts—like the amount or stage—there’s no easy way to know when it happened, how often it’s changed, or what the trend looks like across your pipeline.

Now take a look at this report:

It shows a high-level summary of stage distribution by amount. Helpful? Sure. But does it tell you when these deals moved stages? Or which ones shifted last week and impacted your forecast?

Not quite.

This is the gap Ops teams run into every day: a CRM database full of data, but not full of answers.

That’s where Coefficient comes in. Instead of running static reports and trying to fill in the blanks, you can pull live data from any CRM into your spreadsheet, track changes automatically, and create daily snapshots that show you what changed, when, and why.

Your CRM still holds the source of truth. But now, you’re finally able to surface it.

Let your spreadsheet do the heavy lifting

You already know your CRM holds the answers. But with Coefficient, you can finally access them:

• Pull live data from Salesforce or HubSpot
• Track changes in real time
• Share views that update automatically

And when leadership asks what changed in the pipeline? You already have the answer open.

The pros don’t let UI limitations from their CRM prevent them from doing their job.

Be the person with the answer (not the follow-up)

When you bring your CRM database to life in a spreadsheet, you stop playing catch-up and start getting ahead.

You’re not just managing data, you’re making it actionable. Because your CRM shouldn’t just store your data. It should help you move faster.