Benefits of Starting Fresh with a New CRM After M&A

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