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#23 7 CRM mistakes you should avoid, Philipp Stelzer, Co-founder at Weflow
After seeing hundreds of CRM set-ups from our customers, we collected 7 common CRM mistakes. In the first solo episode, Philipp (Co-founder at Weflow and co-host of RevOps Lab) walks you through and shows you how to avoid them.
RevOps Letter: https://www.getweflow.com/revopsletter Janis on LinkedIn: https://www.linkedin.com/in/philippstelzer/ Philipp on LinkedIn: https://www.linkedin.com/in/janiszech/ Weflow: https://www.getweflow.com/
Marker:
(00:00:00) Intro
(00:02:43) External CRM developers
(00:05:42) Over-customization
(00:07:31) Too many custom fields
(00:09:07) Bad data governance
(00:11:25) Not tracking the right KPIs
(00:13:20) Activity tracking
(00:15:57) Lead object
(00:19:15) Bonus
View all episodes
By WeflowAfter seeing hundreds of CRM set-ups from our customers, we collected 7 common CRM mistakes. In the first solo episode, Philipp (Co-founder at Weflow and co-host of RevOps Lab) walks you through and shows you how to avoid them.
RevOps Letter: https://www.getweflow.com/revopsletter Janis on LinkedIn: https://www.linkedin.com/in/philippstelzer/ Philipp on LinkedIn: https://www.linkedin.com/in/janiszech/ Weflow: https://www.getweflow.com/
Marker:
(00:00:00) Intro
(00:02:43) External CRM developers
(00:05:42) Over-customization
(00:07:31) Too many custom fields
(00:09:07) Bad data governance
(00:11:25) Not tracking the right KPIs
(00:13:20) Activity tracking
(00:15:57) Lead object
(00:19:15) Bonus
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