@olusolautomates First Frame - You built
Second Frame - AI
In this era of speed, depth matters more than ever
One needs to most importantly get an in-depth knowledge, after then one can build on what AI produces because at the end of the day, every workflow still needs to be verified
Most CRM automations break because they skip one step:
Find Record
No check = duplicates
Duplicates = messy data
Before creating anything, ask:
“Does this already exist?”
If yes → Update it
If no → Create it
Before you create a record, you know what to do
😇
At a tech summit I hosted, a speaker said something I’ll never forget:
“Don’t just learn the skill. Learn how to sell the skill.”
Learning a skill without learning the business part of the skill is likened to you just learning as a hobby (No income)
@buildinpublic I Built a Zapier workflow that can Creates or updates contacts, Prevents duplicates, Syncs Google Sheets → Contacts → Airtable and Updates status automatically
@comfortfajugbag I agree 😇
But at the same time, not rushing doesn’t mean staying silent.
You can move at your own pace and still let people see the journey.
Many automations fail because of duplicates.
This one doesn’t
Google Sheets → Google Contacts → Airtable
• Find if contact exists
• Update if yes
• Create if no
• Sync status back
Built this today. 👇
A CRM is not a complex tool
A CRM is simply a place where your business remembers people
Who contacted you
When to follow up
What stage they’re in
If your business depends on your memory, things will fall through the cracks
#CRM#Automation#NoCode#TechTwitter#StartupGrowth
One thing I’ve noticed working with CRMs and automations:
Most people aren’t overwhelmed because they have too much work.
They’re overwhelmed because their work has no structure.
Leads are tracked manually.
Follow-ups are remembered mentally.
Data lives everywhere.
👇🏻👇🏻👇🏻
You’re a B2B SaaS team onboarding new customers,
but you’re manually:
•collecting customer details
•tracking onboarding stages
•assigning team members
•following up on next steps
•reminding the team what’s due
All spread across messages, docs, and memory.
Duplicate data across tables is one of the biggest silent CRM problems
Imagine you have a Customer Intake table and a Coaching table, you already have key fields like email in the intake table, but you also need this same fields in the coaching table maybe to automate followups
Data is the backbone of every CRM.
A CRM can only be as good as the data inside it.
Clean data in → better results out.
How you import your data plays a big role in how effective your CRM and automation will be
#CRM#DataManagement#SalesSystems#Automation#LeadManagement
I once reviewed a CRM that wasn’t working.
Sales were slow, Leads were coming in, but nothing was closing.
The problem wasn’t the CRM.
It was this 👇
• No clear pipeline stages
• Zero automation
• No follow-up workflow
• Everything entered manually
• No lead scoring