2Bobs—with David C. Baker and Blair Enns

CRM and the Mistakes to Avoid

9 snips
May 10, 2023
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Episode notes
1
Introduction
00:00 • 3min
2
The Relationship Between CRM and Financial Performance
02:33 • 3min
3
Salesforce: The Best CRM for Small Businesses
05:47 • 2min
4
How to Use a CRM for Salespeople
07:30 • 3min
5
The Importance of Customizing Your CRM Platform
10:16 • 2min
6
How to Distinguish Between Leads, Contacts, and Opportunities
12:03 • 4min
7
How to Track the Wrong Things
15:50 • 3min
8
The 5 Mistakes to Avoid When Tracking Sales Success
18:59 • 2min
9
How to Enter Data as You Go in a CRM Platform
21:01 • 2min
10
The Importance of Integration in CRM
22:35 • 2min
11
The 7 Mistakes of Using Excel as a CRM
24:54 • 3min