In this episode, Kelly Schricker (LAUNCH) walks us through the importance of a CRM and how you can use it to drive business functions, like sales, marketing, operations, and more. Follow along to build your own CRM!

More from Kelly: https://twitter.com/KSchricks

  • 1:18 Choosing a CRM
  • 5:29 Understanding how to set up a CRM
  • 11:30 Demo of a CRM in Notion
  • 15:55 CRM management
  • 17:25 Top 4 failures when implementing a CRM