BAASS Insights Technology Blog

As your organization implements a new CRM solution, it’s important to be aware of common CRM mistakes that may arise to help you avoid them. It’s important to note that these mistakes may be useful even if your organization already has a CRM solution in place! Here is our list of common CRM mistakes

The customer relationship management process in its simplest form involves pushing your potential customers through the sales pipeline; the idea is to ultimately convert them into customers. The key to this is understanding the customer lifecycle. Although there may be many versions of this cycle floating around the internet, there are some basic steps that they all follow: awareness, interest, education, purchase, post-purchase engagement, and loyalty. What you want is for customers who will advocate for and be loyal to your organization. Check out these tips for an effective CRM process!

When it comes to managing your customers, you have one of two ways to go about it: you can engage in conversation when your customers reach out to you for a service or new product, or you can pursue an active relationship with your customers and prospects so you are always in front of them. It does not take much to see that one way is far superior to the other. If you are leaving your customer relationships to chance and only interacting with prospects when they contact you, the chances of meeting your sales goals are not very high.

You’ve planned for months to purchase and implement your new customer relationship management (CRM) system. Now that the system is in place and your customer records have been imported, it’s time to get the most benefit from it.

Your CRM system can be a valuable part of a strong customer retention strategy. Marketing experts speak of the marketing cycle as acquisition, retention, and loyalty. Acquisition is the first step; it means to attract new customers to your business. Retention and loyalty are closely linked, with retention meaning customers returning to your company and loyalty meaning they return and wouldn’t dream of going anywhere else.  

CRM or customer relationship management is a comprehensive approach to managing customer communications and relationships. Some people treat CRM as a software only, a method by which they manage customer contacts, but it’s so much more than that.

Launching a new CRM system is an exciting time in a company. At last, you’ve got the tools you need to reach customers, communicate effectively, prepare engaging marketing programs, and synchronize it all with the rest of the company’s data. But don’t breathe a sigh of relief just yet. There are still a few more tasks to tackle before you can say that your CRM project is complete.

Determining the priorities among the many competing interests and ideas for your new CRM system can be challenging. Choosing standard or custom reports, determining which actions move to the front dashboard and which remain as dropdowns, it’s a never-ending list of choices that, in the end, will make your CRM system uniquely yours.