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    CRM and the Mistakes to Avoid

    enMay 10, 2023

    About this Episode

    A lot has changed since Blair wrote his article about seven mistakes he sees creative firms make with CRM years ago, and David wants to know why Excel isn’t a good tool for managing sales leads.

    Recent Episodes from 2Bobs - with David C. Baker and Blair Enns

    Constrained by Artificial Boundaries

    Constrained by Artificial Boundaries

    Blair’s latest obsession is bounded rationality, in which he sees too many creative firms failing to make “rational” decisions because they choose to bind their businesses with outdated and overly-constraining ideals like the 80/20 principle.

     

    Links

    “The Great Convergence is Upon Us” by Blair Enns for Win Without Pitching

    Award-winning “Unapologetically Human” ad campaign by Kruger and BHLA

    Productize: The Ultimate Guide to Turning Professional Services to Scalable Products by Eisha Tierney Armstrong