You gotta have these four fields on your CRM!

From this post you will have figured there’s so much data to capture to build insights for each team, but you gotta start somewhere. Here are the must have fields your lead object to start with: 1. Lead Data Completeness: Say you have five must fill fields like industry, lead source, etc. this field is a formula field that will throw […]

Don’t Start Building Just Yet

Continuing from our last post where we discuss how building from day one is a bad idea in Sales Operations, let us elaborate that with an example. In one of my previous jobs I had this sales guy – pretty experienced and he had used the existing CRM for years. And yet when I saw him fill the data – he would […]