3min chapter

2Bobs—with David C. Baker and Blair Enns cover image

CRM and the Mistakes to Avoid

2Bobs—with David C. Baker and Blair Enns

CHAPTER

How to Track the Wrong Things

The fourth mistake is tracking the wrong things. This is why you have to anticipate how you're going to use this so that when you set it up at the beginning, you'll have all of the categories that you need. You don't want to go through all of these contacts multiple times correcting how you had flagged them. So this is thinking ahead. Figure this out before you go buy the CRM.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode