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10min chapter
#23 7 CRM mistakes you should avoid, Philipp Stelzer, Co-founder at Weflow
RevOps Lab
Optimizing Salesforce Setups for Efficient Revenue Teams
This chapter delves into the importance of visibility in deal progression and the effectiveness of bottom-up forecasting processes within revenue teams. The discussion focuses on common Salesforce mistakes, such as relying on external developers without internal oversight or documentation. Emphasis is placed on understanding Salesforce functionalities to avoid unnecessary customizations and the risks associated with over-customization in CRM systems.
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