Short YouTube monologue (June 11, 2024) in which Ben advises a newcomer to stop sending spreadsheets and instead use Salesforce (a CRM) to manage customer data, arguing it will save time for both sender and receiver and offering further help.
Hey, how's it going? So I know that you're new around here, but why are you sending me all these spreadsheets with customer data? Maybe your old place didn't use a CRM. So here's a pro tip I learned on my first day here. Just use Salesforce. It'll save you a ton of time. It'll save me a ton of time. And it's super easy to use. By the way, my name's Ben, so let me know if you need any other pointers, okay? Good luck.
