#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

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(119)

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#85 How to Align RevOps & FP&A – with Seth London Senior Director of RevOps at Meltwater

#85 How to Align RevOps & FP&A – with Seth London Senior Director of RevOps at Meltwater

Seth London, VP of Revenue Operations at Meltwater, joins the podcast to unpack one of the most strategic (and misunderstood) relationships in GTM: the connection between RevOps and FP&A. With firstha...

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#84 How to Get Perfect Deal & Pipeline Visibility - with Janis and Philipp

#84 How to Get Perfect Deal & Pipeline Visibility - with Janis and Philipp

Janis and Philipp dive into one of the most requested topics in RevOps: pipeline visibility. What does it actually mean? Why is it so hard to get right? And what does good look like?Using the Pipeline...

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#83 Becoming strategic in RevOps with our cheat sheet - with Janis and Philipp

#83 Becoming strategic in RevOps with our cheat sheet - with Janis and Philipp

Janis and Philipp are back for another guest-free deep dive—this time breaking down the most downloaded cheat sheet they’ve ever released: The Strategic RevOps Cheat Sheet. In this candid Friday-after...

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#82 The 5A Framework for Strategic RevOps – with Joe Ort, RevOps Inflection

#82 The 5A Framework for Strategic RevOps – with Joe Ort, RevOps Inflection

Joe Ort, Founder of RevOps Inflection and 15-year RevOps veteran, joins the show to share his 5A Framework—a repeatable, strategic approach for diagnosing, prioritizing, and scaling RevOps impact. Fro...

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#81 Why Executives Don’t Trust the Data – with Rhys Williams, Founder & Managing Partner at Domestique

#81 Why Executives Don’t Trust the Data – with Rhys Williams, Founder & Managing Partner at Domestique

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#80 The RevOps Pendulum: Insights from 180+ RevOps pros - with Haris Odobasic, Co-Founder at Revenue Wizards

#80 The RevOps Pendulum: Insights from 180+ RevOps pros - with Haris Odobasic, Co-Founder at Revenue Wizards

Haris Odobasic, Co-Founder of Revenue Visions and longtime RevOps leader, returns to the podcast to share the story behind his new book, The RevOps Pendulum. From writing habits and research methods t...

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