Warning: don't trust your sales CRM auto-tracking like I did

Was at a meetup in Austin last month and a founder told me his team lost a $15k deal because their CRM logged an email that never actually sent. I checked my own data and found 30% of my follow-ups were marked sent but never reached the client. Anyone else had their CRM lie to them about activity logs?

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lily977d ago

You're the first person I've seen put actual numbers on this, and 30% is brutal. I used to think CRM auto-tracking was close enough to perfect that I didn't bother double-checking. Then a buddy of mine lost a renewal because his system showed a proposal was opened three times, but the client swore they never saw it. That got me looking closer at my own logs, and sure enough, there were gaps and false positives everywhere. Now I just manually verify anything important before I assume it landed.