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Podcast: Maximum Lawyer
Episode: Mistakes Lawyers Make When Building Out Their CRM with Rob Petrie
Description: Watch the YouTube version of this episode HEREAre you a law firm owner who is looking to make business operations more efficient? In this episode of the Maximum Lawyer Podcast, Jim and Tyson speak with guest Rob Petrie, an expert in Salesforce and business operations.Rob shares the reasons why Salesforce is a great tool and when businesses, especially small and medium sized businesses should use it for operations. What makes Salesforce so unique is that it has a user centric approach, where you tell the tool what you need from it. If...