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3 CRM Mistakes To Avoid

background overlay of person managing his crm on digital tablet

Many people decide the quality of a business’s products or services based on customer relationships. Companies that maintain good relationships with their customers tend to have loyal customers who give referrals to them. Business owners must possess good customer relations to make their business successful. Companies must avoid typical customer relationship management mistakes or CRM to keep good customer relationships in the industry. 

Mistakes can happen when utilizing customer relationship management. Businesses can avoid CRM blunders by identifying the three most common mistakes. First, be sure you are aware of these errors and how to circumvent them.

Customer relationship management mistakes can cause a business a lot of extra work and lose customers. However, these mistakes are easily avoidable, although they are also easy to make. Moreover, companies avoid these errors, benefiting both business owners and their customers.

1. Going Too Long Without Updating Info in your CRM

One of the primary advantages of customer relationship management is having updated and accurate customer information. There are many types of customer information that are beneficial to record. For exam papers, you keep the customer information on paper; tracking customer contact information, demographics, and purchase history can lead to more sales, but only if this information is kept up to date. Maintaining this information will increase your profits and improve your customer relationships.

Businesses need to ensure their customers’ information remains accurate and current. To confirm this,  you can contact customers when needed and see what products and services may interest them in the future. Be sure to routinely check the customer information you have recorded to ensure you never miss an opportunity. 

2. Not Training Your Team in Using a Customer Relationship Management Tool

Keeping customer information updated is a significant advantage to any business. You should check with every customer you see to ensure their data is correct. And don’t let this job fall only on you. Encourage your team to do this as well!

 The team should ensure customers’ information is up to date. Customers will begin to fall through the cracks. Your team must know the importance of maintaining updated customer information. In addition, letting your team members know they will also benefit from good customer relationships establishes good communication and rapport. 

3. Not Utilizing Mobile CRM Software

As a business owner, you are always looking for ways to grow your customer base. Utilizing a mobile CRM system like StayTouch will help you quickly expand your customer network. StayTouch is an app that allows you to share information with a simple touch of a button seamlessly.

Customers often appreciate efficiency. If recording their information is too time-consuming, it can hinder your ability to grow your customer base and harm your customer relationships. Use mobile CRM systems like StayTouch to ensure you can quickly and smoothly update and grow your customer network.


StayTouch is a free contacts management app to help you grow and maintain your network. Stay touch does not limit interactions with your customers. StayTouch can help you organize and keep all of your contact information. Reach out today to see how StayTouch can make your life easier.