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

The 7 Mistakes of Using Excel as a CRM

Using it out of the box without customizing it for your particular use, using it as a giant address book only and not as a CRM. Not entering data as you go, but instead saving it up and then cramming it in at certain intervals. And finally just ignoring the powerful integrations that can make all of this data so useful to you.

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