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

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(119)

#86 Towards a buyer-centric RevOps - with Lauren Silvers Director GTM at Ironclad

#86 Towards a buyer-centric RevOps - with Lauren Silvers Director GTM at Ironclad

Lauren Silvers, GTM Programs Lead at Ironclad, joins the show to share a bold, future-focused vision for revenue operations: one that’s deeply buyer-centric, AI-assisted, and system-aware. Drawing fro...

14 Jul 202542min

#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...

1 Jul 202540min

#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...

23 Jun 202535min

#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...

9 Jun 202537min

#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

Rhys Williams, Founder of RevOps agency Domestique, joins the show to talk about one of the most frustrating (and familiar) realities in GTM: executives don’t trust the data. But the real issue? It’s ...

2 Jun 202534min

#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...

26 Mai 202543min

#79 How RevOps Can Drive Enterprise Value - with Cliff Simon, GTM & RevOps Leader at Carabiner Group

#79 How RevOps Can Drive Enterprise Value - with Cliff Simon, GTM & RevOps Leader at Carabiner Group

Cliff Simon, GTM & RevOps Leader at Carabiner Group, joins the show to break down how RevOps leaders can influence the single metric that matters most: enterprise value. Drawing from 20+ years in go-t...

19 Mai 202534min

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