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What can we help you with?
Audience: Customer
Module: CRM
Time to read: 5 minutes
Applies to: All plans
Quick answer
Mistake 1: CRM is optional
Fix: Make CRM usage mandatory.
Mistake 2: Poor data quality
Fix: Keep CRM simple and current.
Mistake 3: No ownership
Fix: Assign responsibility for every lead and deal.
Mistake 4: CRM not linked to delivery or finance
Fix: Integrate CRM into the full business workflow.
Best practice
CRM discipline equals revenue predictability.
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