If your team can’t answer “what is a lead?” the same way, your CRM doesn’t stand a chance.

Summary:
We kick things off with real shop talk from the field, then get straight to the hidden issue wrecking most CRMs: unclear definitions. Dominic Carubba from SalesAndTechnology.com breaks down a simple, powerful framework—leads are raw inputs, opportunities are real revenue conversations, and cases are what happens after the sale.

We dive into why vague language creates expensive chaos, why training alone won’t fix broken systems, and how switching CRMs can actually make things worse. Dominic shares how tightening stage criteria improves forecasting, accountability, and focus—so your pipeline finally works like a system instead of a guessing game.

If you’re tired of reacting instead of scaling, this episode delivers clarity you can implement fast.

🎥 Watch the full episode on YouTube: https://www.youtube.com/@TheSmallBusinessSafari

💡 GOLD NUGGETS
• Why most CRM problems are actually definition problems
• Leads vs. opportunities vs. cases—clear and simple
• How vague language creates chaos in your pipeline
• Why training doesn’t fix broken systems
• The real risk of switching CRMs
• How stage clarity improves forecasting and focus

🔗 Guest Links
• Website: https://salesandtechnology.com

https://www.linkedin.com/in/dominiccarubba/

🌍 Follow The Small Business Safari
• Instagram | @smallbusinesssafaripodcast
• LinkedIn | https://www.linkedin.com/in/chrislalomia/
• Website | https://chrislalomia.com

Sponsor:
Thanks to our sponsor Smart Hire Solutions LLC!

Thanks to our sponsor Smart Hire Solutions LLC!