5 Common Mistakes When Choosing CRM Software

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</nav> </div> <div id="cat-show" class="categories-menu__show-all">SHOW <span class="all">ALL</span><span class="popular">POPULAR</span> CATEGORIES</div> </div> <div class="single-page" data-id="91494"> <div class="single-page__bc"> <div class="main-container main-container--post"> <ul><li><a href="https://financesonline.com" title="FinancesOnline">Home</a></li><li><a href="/c/crm-software/" title="CRM Software">CRM Software</a></li><li><a href="/5-common-mistakes-choosing-crm-software/" title="5 Common Mistakes When Choosing CRM Software">5 Common Mistakes When Choosing CRM Software</a></li></ul> <div class="why-fo-free"> <a data-modal="#why-fo-free" title="Why FO is free" href="#"> Why is FinancesOnline free <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://financesonline.com/media/themes/fot/dist/img/why.png" data-srcset="https://financesonline.com/media/themes/fot/dist/img/why.png 1x, https://financesonline.com/media/themes/fot/dist/img/why@2x.png 2x" alt="Why FO is free" class="lazyload"> </a> </div> <div class="clearfix"></div> </div> </div> <div class="main-container main-container--post"> <div class="single-page__content"> <div class="row flex-fixer flex-wrap"> <div class="single-page__title col col--75 col--sm"> <h1>5 Common Mistakes When Choosing CRM Software</h1> </div> <div class="clearfix"></div> </div> <div class="row"> <div id="content" class="single-page__entry single-page__entry--post col col--75 col--sm"> <div id="rec-post" class="recommended-product recommended-product--placeholder full-width" data-post-id="91494" > <div class="placeholder flex"> <div class="col col--20 col--mb img"> <div class="sk full-width"></div> </div> <div class="col col--60 col--mb desc"> <div class="sk full-width"></div> <div class="flex score"> <div class="col col--33 sk"></div> <div class="col col--33"></div> <div class="col col--33 sk"></div> </div> </div> <div class="col col--20 col--mb buttons"> <div class="sk full-width"></div> <div class="sk full-width"></div> </div> </div> </div> <p><span style="font-weight: 400;">What are the common mistakes you can make when choosing CRM software? It’s important to know what the pitfalls are, because if you end up with a wrong CRM or one that frustrates you or your team, you probably are guilty of one or more of the following common missteps committed by overeager CRM buyers:</span><span id="more-91494"></span></p><ol> <li style="font-weight: 400;"><span style="font-weight: 400;">No sales strategy</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Didn’t prioritize features</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Didn’t involve end-users</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Under-utilized the features</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Didn’t think of future needs</span></li> </ol><p><img class="aligncenter wp-image-92258 size-large lazyload" alt="5 Common Mistakes When Choosing CRM Software" width="1024" height="576" sizes="(max-width: 1024px) 100vw, 1024px" data-src="https://financesonline.com/uploads/2018/03/crm1-1024x576.jpg" src="data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAQAAAADCAQAAAAe/WZNAAAADklEQVR42mNkgAJGDAYAAFEABCaLYqoAAAAASUVORK5CYII=" data-srcset="https://s.financesonline.com/uploads/2018/03/crm1-1024x576.jpg 1024w, https://s.financesonline.com/uploads/2018/03/crm1-300x169.jpg 300w, https://s.financesonline.com/uploads/2018/03/crm1-768x432.jpg 768w, https://s.financesonline.com/uploads/2018/03/crm1-85x48.jpg 85w, https://s.financesonline.com/uploads/2018/03/crm1-258x145.jpg 258w, https://s.financesonline.com/uploads/2018/03/crm1.jpg 1200w"></p><p><span style="font-weight: 400;">Are you thinking of getting a CRM soon? Congratulations, you’re on the right track. Implementing a CRM means your sales and marketing will have more efficiency and won deals. You’ll also have better analytics to understand your customers and market as well as automation to handle the everyday mundane stuff.</span></p><p><span style="font-weight: 400;">Exciting as these benefits are, before you head to our database to </span><a href="/c/crm-software/">compare popular CRM solutions</a><span style="font-weight: 400;">, stop. </span><b>Getting the right CRM software and <a href="/how-does-crm-software-work/">knowing how CRM works</a> are major steps your company will take; </b>hence <span style="font-weight: 400;">you better make sure you get it right.</span></p><p><span style="font-weight: 400;">In this article, you’ll </span><b>know the common mistakes when choosing CRM software</b><span style="font-weight: 400;"> so you can avoid them. You’ll also understand that CRM isn’t a one-time buy, but an organization-wide strategy and work in progress that involves, not just John from sales, but the whole C-level suite of executives upstairs.</span></p><p><span style="font-weight: 400;">It’s easy to get swayed by all the excitement on CRM especially when you hear how one </span><a href="https://www.hubspot.com/customers/huify">business grew its revenue 6x in 12 months using HubSpot CRM</a><span style="font-weight: 400;">. That’s impressive and the case was well captured. True, the </span><a href="https://www.ibm.com/developerworks/community/blogs/d27b1c65-986e-4a4f-a491-5e8eb23980be/entry/2017_CRM_Statistics_Show_Why_it_s_a_Powerful_Marketing_Weapon?lang=en">benefits of CRM to enterprise</a><span style="font-weight: 400;"> are well documented overall, including in one Forrester study that noted:</span></p><ul> <li style="font-weight: 400;"><span style="font-weight: 400;">Improved productivity in 50% of CRM users</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">5% increase in sales productivity</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Consultation time was reduced by 10%</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">2% increase in revenue</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">40% reduction in customer service cost</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">$75,000 savings in marketing budgets</span></li> </ul><p><span style="font-weight: 400;">Why should it be any different for you? Well, </span><b>CRM isn’t a magic pill for more revenues</b><span style="font-weight: 400;">. For one, you have an overwhelming number of options and it’s easy to choose the wrong CRM. And more choices are in the pipeline as the market for CRM continues to grow and go vertical:</span></p><h4 style="text-align: center;"><strong>Global Growth of CRM – Market Share by Industry 2014-2025</strong></h4><p><img class="aligncenter size-full wp-image-91496 lazyload" alt="" width="627" height="314" sizes="(max-width: 627px) 100vw, 627px" data-src="https://financesonline.com/uploads/2018/03/crm-graph-2025.png" src="data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAQAAAADCAQAAAAe/WZNAAAADklEQVR42mNkgAJGDAYAAFEABCaLYqoAAAAASUVORK5CYII=" data-srcset="https://s.financesonline.com/uploads/2018/03/crm-graph-2025.png 627w, https://s.financesonline.com/uploads/2018/03/crm-graph-2025-300x150.png 300w, https://s.financesonline.com/uploads/2018/03/crm-graph-2025-93x48.png 93w, https://s.financesonline.com/uploads/2018/03/crm-graph-2025-290x145.png 290w"></p><p><span style="font-weight: 400;">So, even as we commend you for deciding to get a CRM, we caution you of these landmines so that can tiptoe around them on your way to getting the right CRM for your company. Let’s take a look at the most common CRM software mistakes now.</span></p><h3 class="bg-title">Mistake 1: Lack of Sales Strategy</h3><p><span style="font-weight: 400;">It’s easy to get excited about the </span><a href="/purpose-crm-software-business/">benefits of CRM</a><span style="font-weight: 400;">. The problem is when you look at the CRM software as a strategy, not a tool. No matter how great it is, </span><b>the software can only go so far as where your sales strategy takes it.</b><span style="font-weight: 400;"> Without that strategy, this tool won’t go far.</span></p><p><span style="font-weight: 400;">In fact, before getting a CRM, ask yourself — </span><b>do you have a clear sales strategy?</b><span style="font-weight: 400;"> A sales strategy puts your marketing and sales on a single path to acquiring leads, converting them into deals and striking profits out of these. A </span><a href="http://smallbusiness.chron.com/sales-strategy-629.html">sales strategy</a><span style="font-weight: 400;"> has many parts, but this is best exemplified by having a sales pipeline with clearly outlined stages and processes that move leads to deals to sales.</span></p><p><span style="font-weight: 400;">In fact, at the core of it, all CRM does is optimizes your sales pipeline by automating or streamlining its process and consolidating customer-related data for opportunities and insights. </span><b>Without a sales strategy, the CRM has nothing to hatch on.</b></p><p><span style="font-weight: 400;">So, before you even set out to </span>find the <a href="/top-20-online-crm-tools-company-can-benefit-2017/">best CRM software solutions</a><span style="font-weight: 400;">, look at your sales processes first and make sure it’s ready for a tech upgrade that is CRM.</span></p><h3 class="bg-title">Mistake 2: Not Prioritizing Features</h3><p><span style="font-weight: 400;">Another one of the biggest mistakes when choosing a CRM is to want all the features at once. You should be looking at what you just need for now, so you </span><b>don’t pay for features you won’t use</b><span style="font-weight: 400;">.</span></p><p><span style="font-weight: 400;">Do you need all those different reporting tools when you haven’t achieved data traction yet? What of API integration when you lack for an in-house IT?</span></p><p><b>Map your buying plan by prioritizing features and scale them as the need arises</b><span style="font-weight: 400;">. Many small business can start with the baseline features:</span></p><ul> <li style="font-weight: 400;"><span style="font-weight: 400;">Contact management</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Sales pipeline</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Deal and task management</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Automation</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Notifications</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Basic integration</span></li> </ul><p><span style="font-weight: 400;">For enterprise features you can have the same feature set but higher data cap and number of users, plus more advanced tools for reporting, analytics and integration, such as the unique features in these </span><a href="/top-15-crm-software-enterprises-analysis-leading-systems/">CRM software for enterprises</a><span style="font-weight: 400;">.</span></p><div id="attachment_88551" style="width: 1034px" class="wp-caption aligncenter"><img aria-describedby="caption-attachment-88551" class="size-full wp-image-88551 lazyload" alt="" width="1024" height="520" sizes="(max-width: 1024px) 100vw, 1024px" data-src="https://financesonline.com/uploads/2018/03/hubspot-deals.jpg" src="data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAQAAAADCAQAAAAe/WZNAAAADklEQVR42mNkgAJGDAYAAFEABCaLYqoAAAAASUVORK5CYII=" data-srcset="https://s.financesonline.com/uploads/2018/03/hubspot-deals.jpg 1024w, https://s.financesonline.com/uploads/2018/03/hubspot-deals-300x152.jpg 300w, https://s.financesonline.com/uploads/2018/03/hubspot-deals-768x390.jpg 768w, https://s.financesonline.com/uploads/2018/03/hubspot-deals-93x48.jpg 93w, https://s.financesonline.com/uploads/2018/03/hubspot-deals-286x145.jpg 286w"><p id="caption-attachment-88551" class="wp-caption-text">Visualizing your sales pipeline and tracking the deals in it are two of the most useful features in a CRM, as seen in a HubSpot CRM dashboard.</p></div><h3 class="bg-title">Mistake 3: Failure to Involve the End-User</h3><p><span style="font-weight: 400;">Getting a CRM is a strategic decision, but it should </span><b>involve the end-users</b><span style="font-weight: 400;">: sales reps, marketing staff and admin. It’s not enough to think of their needs, but they should be engaged and empowered during the evaluation stage. The CRM will significantly alter these people’s workflows, so it’s important they look at it as a solution, not a problem, and embrace it willingly.</span></p><p><b>If not properly onboarded, your employees may end up wasting a lot of time.</b><span style="font-weight: 400;"> Six hours a day, in fact, as pointed out in this </span><i><span style="font-weight: 400;">Washington Post</span></i><span style="font-weight: 400;"> article on </span><a href="https://www.washingtonpost.com/news/inspired-life/wp/2015/06/01/interruptions-at-work-can-cost-you-up-to-6-hours-a-day-heres-how-to-avoid-them/?utm_term=.ceef910ad361">work interruptions</a><span style="font-weight: 400;">.</span></p><p><span style="font-weight: 400;">Getting end-users involved means you understand their workflows, identify their pain points and have an idea of their learning curve. Also </span><b>consider smooth onboarding and <a href="https://clipchamp.com/en/video-editor/">creating intuitive video tutorials</a></b><span style="font-weight: 400;"> that will get your people up to speed with the features quickly.</span></p><h3 class="bg-title">Mistake 4: Underutilizing the Features</h3><p><span style="font-weight: 400;">When you use CRM just to store contacts and records you’re overlooking its major potential. </span><b>CRM is more than an address book</b><span style="font-weight: 400;">; it’s true strength lies in its ability to group and consolidate customer-related information. By doing so, CRM can surface opportunities like cross-selling and upselling, help sales reps attract prospects with contextualized message and align your marketing and sales strategies.</span></p><p><span style="font-weight: 400;">Take note, </span><b>under-utilization can be a symptom of lack of management commitment or participation</b><span style="font-weight: 400;">. This is the opposite of our case on involving end-users. For example, the sales team may be gung-ho to try CRM, but without the cooperation of marketing, leads may fall into cracks. Conversely, a lot of marketing-qualified leads from the CRM may not be taken seriously by sales reps.</span></p><p><span style="font-weight: 400;">That’s why choosing a CRM takes a management direction — often from the CEO, CIO or CMO — to </span><b>ensure all teams cooperate and that the CRM is optimized across business operations</b><span style="font-weight: 400;">. This way, you get to <a href="/11-best-practices-to-make-the-most-of-your-crm-software/">make the most out of your CRM system</a>.</span></p><div id="attachment_91738" style="width: 1210px" class="wp-caption aligncenter"><img aria-describedby="caption-attachment-91738" class="size-full wp-image-91738 lazyload" alt="" width="1200" height="698" sizes="(max-width: 1200px) 100vw, 1200px" data-src="https://financesonline.com/uploads/2018/03/01hubspot.png" src="data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAQAAAADCAQAAAAe/WZNAAAADklEQVR42mNkgAJGDAYAAFEABCaLYqoAAAAASUVORK5CYII=" data-srcset="https://s.financesonline.com/uploads/2018/03/01hubspot.png 1200w, https://s.financesonline.com/uploads/2018/03/01hubspot-300x175.png 300w, https://s.financesonline.com/uploads/2018/03/01hubspot-768x447.png 768w, https://s.financesonline.com/uploads/2018/03/01hubspot-1024x596.png 1024w, https://s.financesonline.com/uploads/2018/03/01hubspot-83x48.png 83w, https://s.financesonline.com/uploads/2018/03/01hubspot-249x145.png 249w"><p id="caption-attachment-91738" class="wp-caption-text">CRM isn’t just about capturing contacts; in this case, HubSpot captures engaged web visitors that can convert to deals.</p></div><h3 class="bg-title">Mistake 5: Not Looking into the Far Future</h3><p><span style="font-weight: 400;">CRM is designed to grow your business; thus, it should take into account your growing needs. These include more marketing and sales tools and deeper customization and integration with third-party systems as your customer data become complex. That’s why you should </span><b>look at your CRM infrastructure as a work in progress</b><span style="font-weight: 400;">, capable of expanding to meet your newest requirements.</span></p><p><span style="font-weight: 400;">In fact, </span><b>scalability is one of the major factors</b><span style="font-weight: 400;"> we tell readers to consider in our analysis of the top CRM software solutions. What are the factors to consider to make sure your CRM is future-proof?</span></p><ol> <li style="font-weight: 400;"><b>Integration</b><span style="font-weight: 400;"> – it should integrate with popular and standard business and productivity apps</span></li> <li style="font-weight: 400;"><b>Open API</b><span style="font-weight: 400;"> – it allows for deeper customization and integration once you are able to maintain an in-house I.T. team</span></li> <li style="font-weight: 400;"><b>Native infrastructure</b><span style="font-weight: 400;"> – the vendor has sales, marketing and support systems in place, which smoothly integrate with the CRM app</span></li> <li style="font-weight: 400;"><b>Enterprise tools</b><span style="font-weight: 400;"> – advanced tools like custom analytics and reporting and capabilities for more users and records</span></li> <li style="font-weight: 400;"><b>Vendor reliability</b><span style="font-weight: 400;"> – does the vendor have a healthy customer base? If not, its business may be shaky in the next few years.</span></li> <li style="font-weight: 400;"><b>Community </b><span style="font-weight: 400;">– if the software has an active community of users you’ll find more support and assurance of long-term viability</span></li> </ol><h3 class="bg-title">CRM as a Growth Stack: Why HubSpot CRM is Ideal for Growing Businesses</h3><p><span style="font-weight: 400;">Reviewing dozens of top CRMs in the market today, we realized that the most reliable CRMs share common traits: they’re easy to use, the interface is intuitive, pricing is affordable and the features are comparable. However, we noted that </span><a href="https://reviews.financesonline.com/p/hubspot-crm/">HubSpot CRM</a><span style="font-weight: 400;"> is the most flexible for growing businesses. Given these strengths, one may not help ask the question–<a href="/are-there-any-limitations-to-hubspot-free-crm/">are there any limitations to Hubspot CRM</a>?</span></p><p class="p1"> </p><div class="product-award-box" xmlns="http://www.w3.org/1999/html"> <h3 id="hubspot" class="bg-title">HubSpot Smart CRM</h3> <div class="product-award-box__inner"> <div class="product-award-box__left"> <a href="/certificates/" title="An award given to products our B2B experts find especially valuable for companies"><img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://sip.financesonline.com/uploads/2023/02/crm2023.png?width=235&token=iiubFbq3Y3d-1D7vL3lAtw" data-srcset="https://sip.financesonline.com/uploads/2023/02/crm2023.png?width=235&token=iiubFbq3Y3d-1D7vL3lAtw 1x, https://sip.financesonline.com/uploads/2023/02/crm2023.png?width=470&token=gV4TB8xHR2HXV2JcmgFp5g 2x" alt="An award given to products our B2B experts find especially valuable for companies" class="lazyload"></a> </div> <div class="product-award-box__right"> <p>Try out HubSpot CRM for free</p> <div class="product-award-box__buttons"> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL2h1YnNwb3Qv" class="btn">VISIT WEBSITE</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL2h1YnNwb3QtdHJpYWwv" class="btn btn--orange" target="_blank">FREE</button> </div> </div> </div> </div><p><span style="font-weight: 400;">It is a true growth stack; you </span><b>start with a free CRM</b><span style="font-weight: 400;"> and </span><a class="orange" href="/see/hubspot-trial/" rel="nofollow">sign up for HubSpot CRM free app here</a><span style="font-weight: 400;">. This will give you a 100% free sales pipeline and contact management forever, features that can already help you organize sales processes more efficiently and track deals to their conversion. Many companies that use the free HubSpot CRM are able to gain mastery over their sales processes at no cost. You can get a full </span><a href="/breakdown-hubspot-crm-free-features-limitations/">breakdown of HubSpot free features and limitations</a><span style="font-weight: 400;"> in our comprehensive guide to this tool.</span></p><div id="attachment_86158" style="width: 1034px" class="wp-caption aligncenter"><img aria-describedby="caption-attachment-86158" class="size-full wp-image-86158 lazyload" alt="" width="1024" height="640" sizes="(max-width: 1024px) 100vw, 1024px" data-src="https://financesonline.com/uploads/2018/02/hubspot-contact-management.png" src="data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAQAAAADCAQAAAAe/WZNAAAADklEQVR42mNkgAJGDAYAAFEABCaLYqoAAAAASUVORK5CYII=" data-srcset="https://s.financesonline.com/uploads/2018/02/hubspot-contact-management.png 1024w, https://s.financesonline.com/uploads/2018/02/hubspot-contact-management-300x188.png 300w, https://s.financesonline.com/uploads/2018/02/hubspot-contact-management-768x480.png 768w, https://s.financesonline.com/uploads/2018/02/hubspot-contact-management-77x48.png 77w, https://s.financesonline.com/uploads/2018/02/hubspot-contact-management-232x145.png 232w"><p id="caption-attachment-86158" class="wp-caption-text">The free HubSpot CRM gives you a robust contact management module that allows you to associate records to your prospect’s profile page including emails, calls and logged activities.</p></div><p><span style="font-weight: 400;">As your sales pipeline matures you can then integrate the </span><a href="https://www.hubspot.com/products/crm">free CRM</a><span style="font-weight: 400;"> with </span><a href="https://reviews.financesonline.com/p/hubspot-sales/">HubSpot Sales</a><span style="font-weight: 400;"> and </span><a href="https://reviews.financesonline.com/p/hubspot-marketing/">HubSpot Marketing</a><span style="font-weight: 400;"> features for more advanced tools. For instance, the following features:</span></p><ol> <li style="font-weight: 400;"><span style="font-weight: 400;">SEO and content strategy for inbound marketing</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Goal-based nurturing that directs leads into different conversion paths for different personas</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">A/B testing with complex predictive lead scoring</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">User roles that accommodate more end-users including, possibly, agency-partners and clients</span></li> </ol><p><span style="font-weight: 400;">There are other great CRM apps out there for sure. If you’re a small business you can try and compare the features of products to be able to <a href="/crm-choose-tips-pick-right-solution-business/">properly choose a CRM</a></span><span style="font-weight: 400;">. Keep in mind, when looking for a CRM, it should be something that’ll grow with your business whether its a <a href="/best-crm-solution-e-commerce-sites/">CRM system for e-commerce</a>, a <a href="/top-15-crm-software-for-real-estate-companies/">CRM solution for real estate</a>, or for any line of business you are in. </span></p> <div id="fot-social" class="fot-social" data-id="91494" data-type="post" data-url="https://financesonline.com/5-common-mistakes-choosing-crm-software/" style="opacity: 0;"> <div class="fot-social__el fot-social__el--network "> <span class="icon icon--network"></span> <span class="count">65<span class="shares"> shares</span></span> </div> <a class="fot-social__el fb fb-button" href="https://www.facebook.com/sharer/sharer.php?u=https://financesonline.com/5-common-mistakes-choosing-crm-software/" target="_blank"> <div> <span class="icon icon--fb"></span> <span class="txt">Share</span> </div> <span class="count">65</span> </a> <a class="fot-social__el tw" href="http://twitter.com/share?url=https://financesonline.com/5-common-mistakes-choosing-crm-software/" target="_blank"> <div> <span class="icon icon--tw"></span> <span class="txt">Tweet</span> </div> </a> <a class="fot-social__el li" href="https://www.linkedin.com/shareArticle?mini=true&url=https://financesonline.com/5-common-mistakes-choosing-crm-software/" target="_blank"> <div> <span class="icon icon--in"></span> <span class="txt">Share</span> </div> </a> </div> <div id="fot-social-inline" class="fot-social fot-social--inline"> <a class="fot-social__el fb fb-button" href="https://www.facebook.com/sharer/sharer.php?u=https://financesonline.com/5-common-mistakes-choosing-crm-software/" target="_blank"> <span> <span class="icon icon--fb"></span> <span class="txt">Share</span> </span> <span class="count">65</span> </a> <a class="fot-social__el tw" href="http://twitter.com/share?url=https://financesonline.com/5-common-mistakes-choosing-crm-software/" target="_blank"> <span> <span class="icon icon--tw"></span> <span class="txt">Tweet</span> </span> </a> <a class="fot-social__el li" href="https://www.linkedin.com/shareArticle?mini=true&url=https://financesonline.com/5-common-mistakes-choosing-crm-software/" target="_blank"> <span> <span class="icon icon--in"></span> <span class="txt">Share</span> </span> </a> <div class="fot-social__el fot-social__el--network "> <span class="icon icon--network"></span> <span class="count">65<span class="shares"> shares</span></span> </div> </div> <div class="single-page__author"> <div class="single-page__avatar"> <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://sip.financesonline.com/uploads/2020/07/adam_goldberg.jpeg?width=100&token=j37e56Vy4jDSXy0Pr_Pn4A" alt="Adam Goldberg" class="lazyload" onerror="this.onerror=null; this.src='https://financesonline.com/media/themes/fot/dist/img/svg/user-avatar.svg'" > </div> <div class="single-page__author__desc"> <h4>By <a href="/author/adam/" title="Adam Goldberg">Adam Goldberg</a></h4> <p>Adam Goldberg is a senior market research analyst and one of the key customer experience technology and CRM pioneers working for the FinancesOnline review team. He has been cooperating with FinancesOnline for over 5 years now. During that time Andrew has analyzed more than 2,000 CRM solutions and he鈥檚 well-known for his honest reviews and his unique perspective on challenges and opportunities posed by customer-centric innovation. He鈥檚 a strong believer in business process automation and the role it plays in customer data management, conversational intelligence, and customer engagement. His work has been mentioned in many major publications and media sites, including MSN, Springer, TheNextWeb, and CIO.</p> </div> <div class="clearfix"></div> </div> </div> <div class="fot-sidebar col col--25 col--sm"> <div id="sidebar-top3" class="fot-sidebar__top3"> <div class="fot-sidebar__top3__close"> <span></span> <span></span> </div> <p> Top CRM Software of 2024 <a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a> </p> <div class="fot-sidebar__rank"> <a href="https://reviews.financesonline.com/p/hubspot-crm/" title="hubspot-crm" class="rank-item"> <span class="rank-item__pos">1.</span> <div class="rank-item__img"> <img width="220" height="90" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="HubSpot Smart CRM" sizes="(max-width: 220px) 100vw, 220px" data-srcset="https://s.financesonline.com/uploads/2017/02/hslogo-220x90.png 220w, 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