# CRM and the Mistakes to Avoid

An episode of [2Bobs—with David C. Baker and Blair Enns](https://invisiblenetwork.ai/podcast/1219490591), 10 May 2023, 28 min.

Audio: https://traffic.libsyn.com/secure/2bobs/2Bobs163-CRM-and-the-Mistakes-to-Avoid.mp3?dest-id=492492

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.

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