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

CRM and the Mistakes to Avoid

2Bobs—with David C. Baker and Blair Enns

00:00

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.

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