LET'S TALK CRM FIRST PRINCIPLES
Imagine you could restart your CRM, and recreate permissions, fields, and everything else from scratch. Do you know what your top priorities are - and what they should be? Are you sure you can avoid the biggest problems that plague almost every revenue organization?
Most of us have a good idea - but we're not experts, and we don't actually get to start from scratch. Luckily for us, we sat down with actual expert Tyler Holmes to talk through CRM first principles, covering best practices, data governance, tools, and automation.