Common CRM Mistakes and How to Avoid Them

We live in the age of the customer, where businesses are built on the relationships they have with their shoppers. Customer relationship management (commonly referred to as “CRM”) is foundational to a small business’s customer experience strategy. It serves as the building blocks for winning over, helping and creating repeat customers. Today, small businesses have access to CRM technology that allows them to connect with their customers in a way that wasn’t possible a few years ago.

However, a CRM tool is only as good as its implementation, and for first-time CRM projects, there are potential pitfalls along the way. The following are the mistakes that can sabotage your CRM, and guidance on how to avoid them.

Common CRM Mistakes and How to Avoid Them