Let’s take a look at some of the most common mistakes that businesses make when they are moving to a new CRM system. Moving to CRM based customer tracking can be a big shift when everything goes right let alone when you make mistakes right off the bat.

With so many options out there (and more coming!) you need to be careful.

Hopefully, this list will help you make an educated decision about which CRM system to choose.

Mistake #1. No Social Media Integration

Social media is will be one of the main ways you interact with your customer base. You do not want a CRM system or software package that does not take this into account. Social media is a great way to build long-term relationships with customers and you need a CRM system that will keep track of this important communication.

Mistake #2. No Integration with Email or Bookkeeping Software

Automated email tracking and updating of bookkeeping software is also a necessity. You want a CRM system that will work with your other applications seamlessly, especially email and bookkeeping so, at the very least, your employees will not have to enter details twice.

Mistake #3. Not Keeping it Simple

You have done the research and decided to purchase a CRM system. You are really excited about it, and you want everyone else in your company to be just as excited about it. You want to be careful at this stage because you do not want to alienate your employee base. Start slow and keep it simple. Just stick to the core features in the beginning. Roll out new features as they become necessary.

Mistake #4. Putting Too Much of a Load On Your Workers Shoulders

In tandem with mistake #3, putting too much of the load on your workers shoulders can be the death knell for employee morale. Once you purchase a CRM system, you might want to hire a project manager – someone who knows and likes the system. Someone who will make sure your employees are taught how to use the system and what it can do for them. You do not want to make employees fill out every single field for every customer, add in a bunch of unnecessary stuff all over the place, and make them do 100s of things over the course of the day that are completely unnecessary as it will make your organization more inefficient.