The benefits of implementing a Customer Relationship Management software are tremendous. It helps you increases sales, turn contact into regular clientes, generate more leads and so on and on.

However, these benefits only become real when companies are aware of how to use a CRM software to their advantage. Yes, adopting a CRM software will be one of the best decisions you’ll ever made, but only if you know how to make the most out of it.

As you continue to read this blog, please pay special attention to the typical mistakes companies made when trying to implement this specific type of software, and learn to avoid them.


Keeping up with old habits

The very first mistakes most companies make is resisting to throw away their old methods and starting using a Customer Relationship Management. And you know why they do this? Because they aren’t aware of just how easy it is to implement one.

Most companies (both small and big ones) are still sticking to the outdated method of saving and tracking their client’s information by using excel because they are unaware of the fact they can easily migrate that data to a CRM almost instantly.

Being resilient to make the jump and adopt new technology that has been developed precisely to help business grow and make business-customers relationships better, is a horrible mistake that will ultimately affect your company in a negative way.


Not having a clear strategy

A Customer Relationship Management is an useful tool companies use to increase sales by turning leads into customers and then turning those customers into regular, potencial sales all year long.

However, they do this by sticking to a business strategy they have previously planned out. Yes, a CRM will help you achieve your goals related to sell and money, however, it won’t don it on its own.

You have to have integrate this useful tool to your sales and marketing strategy in order for it to work, otherwise, the software will just be another common directory.


Not knowing why you need one

Getting excited about switching up from old excel sheets to an CRM that saves your contact’s useful information, allows you to track it and analyzes is great, but not enough.

You need to know why you, as a company, need an CRM, and what you’ll use for. Think about it like this: If you know why you need an CRM (let it be tracking, storage, sales, whatever...) you’ll look for a software that meets these expectations.

This will ultimately save you the troubles of ending up buying a Customer relationship management software that either doesn’t have the features you need or has so many that is overly complicated to use.


Getting all the features at once

This goes along with the previous mistake. If you have your strategy planned out, you should already know how you’re planning to use the CRM to your advantage.

Once you know this, make sure to choose the features that work along well with the plan you already have in mind. You don’t need to buy every single feature an CRM software is offering you, just the ones you really need.


Not considering end-users

Once you get a CRM, the end users such as the Marketing or sales representative will be the ones to move along the software and use it the most, which is why you need to have them, and their necessities in mind when adopting this new method.

A CRM will directly affect the way they used to work, and in order to make the transition as smooth as possible, you need to involved them in the process and make sure the CRM you’re getting actually suits their jobs and what they need.


As you might have been able to tell, a Customer Relationship Software is a powerful tool that can improve your business in more ways than one, but only if you take the time to fully understand how it works and use it accordingly to meet your expectations. Otherwise, it’s just a computer program.