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 Relationship Between CRM and Financial Performance

You were joking on Twitter about Excel being the best. And some people thought I was serious. So this is a platform agnostic sort of view of CRM's where these mistakes are the ones you could make if you're using a high level one or Excel. Yeah. You had an interesting conversation with one of them recently about the connection between CRM and some other things. Share what you learned there. Peter wouldn't necessarily make the claim that this is causal. But generally speaking, when a firm uses more sophisticated tools they tend to be more financially successful.

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