3min chapter

Founder University cover image

How to Build a CRM

Founder University

CHAPTER

The Third Failure of Choosing the Wrong CRM

The CRM is only as good as the data you have uploaded. You need to be maniacal about having your team put in accurate information. Choosing the wrong CRM will lead you to endless customizations. It's so important to focus on what is allowed to be included in freeform notes and then what has to be labeled and tracked in fields and tags.

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