A CRM system helps companies synchronize and keep track of all deals and what salespeople are doing. You have all communications in one place, important information about each customer, and can set up automations to save time and make sure nothing falls through the cracks.

But while these systems can be a huge help, it is important that they are used correctly to actually get something out of them. In this blog post, we will look at 3 mistakes salespeople make when using CRM systems and how to avoid them.

You do not enter all the information.

For a CRM system to be useful, it is important that it is up to date. Add what has been decided, information from meetings, all contacts and next steps for a customer. This way, you and others can keep track and if a salesperson leaves, another can easily take over because all the information is collected.

You do not set up automatic flows

CRM can be a great time saver and help keep track of everything that needs to be done. But for that, you need to make use of its features. Setting up automatic flows of repetitive tasks, follow-ups and reminders is, next to keeping contacts updated, one of the most important things you can do to really get something out of the system. Let it work for you so you can spend time on other things.

Not all sellers are on board

For a CRM to work for an organization, it is important that everyone is on board and using it. It is easy to get confused if some people enter information into the system while others are still in Excel. Agree in advance that you are going to switch and make sure that all salespeople are trained and understand what to do. 

Conclusion

With a few simple routines, an initial set of functions and communication with all salespeople, you can make your CRM system work for you. It will save you time, headaches, and most importantly, you will win more business.