2min 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

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.

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