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RevOps Lab
#23 7 CRM mistakes you should avoid, Philipp Stelzer, Co-founder at Weflow
Apr 2, 2024
Philipp, an expert in RevOps, discusses the seven deadly sins of RevOps. He covers topics such as the pitfalls of using external developers, issues with customization, tracking incorrect KPIs, and the limitations of free tools.
22:05
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Quick takeaways
- Avoid using external developers without internal documentation to prevent unnecessary complications.
- Focus on tracking essential KPIs and avoiding over-customization to streamline CRM setup and improve data governance.
Deep dives
Common Mistakes with External Developers and Customization
Using external developers without having internal documentation can lead to unnecessary work and complications. Over-customization with additional custom objects and fields can often create more complexity and data entry work without adding significant value. Avoiding too many custom fields and focusing on key metrics like stage conversion rates based on the organization's sales methodology is crucial for a streamlined CRM setup.
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