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

The Importance of Customizing Your CRM Platform

The biggest reason why you would drop a SaaS subscription is because you're not using it. You buy this expensive CRM and you're just using it as an address book. So that's the first mistake, using the app out of the box without customizing it. The second is using it as a giant address book. That's even a syndrome. It's a disease. Is this in the manual? Yeah, the most common usage,. I don't know if it would be most common today. "I think pipe drive is a little bit more robust than maybe Tom gives it credit for," he says.

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