#23 7 CRM mistakes you should avoid, Philipp Stelzer, Co-...

What this episode covers

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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Frequently Asked Questions

How long is this episode of RevOps Lab?

This episode is 22 minutes long.

When was this RevOps Lab episode published?

This episode was published on April 2, 2024.

What is this episode about?

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:...

Can I download this RevOps Lab episode?

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