#23 7 CRM mistakes you should avoid, Philipp Stelzer, Co-founder at Weflow
RevOps Lab2 Huhti 2024

#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

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Jaksot(119)

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#36 Customer Success Ops - Marcus Bening, RevOps at Bening Consulting

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