With the first month of 2017 down we're wondering how productive the new year seems to be for your SMB.

Have you been utilizing your organizations CRM to the best of its ability?

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An effective customer relationship management (CRM) software is essential for every budding enterprise.  Not only does it allow you to manage and analyze customer interactions but it also improve those relationships with your customers, creating a higher customer retention rate.
So, how might you improve the use of your CRM?  Here are 3 mistakes to stop making in order to produce a more productive 2017:

1. Lack of Social Media Integration

While the occasional customer will still interact with companies through email and phone, the use of social media to communicate with businesses is growing.

That's where a CRM comes in handy!  This software will allow you to keep track of what's being said on your companies social media sites, allowing for quicker response times and a stronger customer relationship.


2. Not Picking a Scalable Solution

You'd be surprised at how many organizations purchase a CRM solution that won't scale up with their company.  This is one the biggest errors made with CRM!

More often than not a CRM solution is purchased with the present in mind, rather than the future. This means there is a high likelihood that software may not be able to handle whatever information and tasks are necessary in the future, resulting in another software purchase.


3. Importing Bad Data

It's important to import data with any software implementation.  But do you know which data is most important to your organization?  Be sure to filter out the incomplete or incorrect information before importing into your new system.

After all, the whole point of CRM is to improve your customer experience and not having accurate information will greatly influence your ability to do just that.

Utilizing your CRM to its fullest potential will certainly allow your SMB to excel in the coming year. Focus on avoiding these 3 mistakes and you're sure to have a very productive 2017!

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Ashley Lemus

Written by Ashley Lemus