#23 7 CRM mistakes you should avoid, Philipp Stelzer, Co-founder at Weflow

from RevOps Lab · host 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

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#23 7 CRM mistakes you should avoid, Philipp Stelzer, Co-founder at Weflow

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