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5 pitfalls to avoid with CRM automation today

Updated on
Mar 22, 20234 min read
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    Table of content

  • So, let's get started with some common mistakes that should be avoided.
  • arrow
  • FAQs
  • Conclusion

Around 91% of businesses with ten or more workers utilize CRM automation solutions, and cloud-based CRM solutions are used by 87% of enterprises. 82% of businesses utilize CRM systems for process automation and sales reporting. Numerous devices are used by 81% of CRM users.

However, CRM deployment and administration are frequently simpler than they appear. These procedures might lead to several undetected detrimental impacts on the productivity and expansion of your company. This post will discuss the top 5 CRM system usage pitfalls that businesses frequently make.

So, let's get started with some common mistakes that should be avoided.

1. It is believed that everything can be automated with CRM automation solutions.

CRM automation solution is excellent for repetitive, routine, and resource-intensive jobs. It excels at providing administrative and data management assistance for your team. Even more complicated procedures may be simplified by breaking them into manageable workflows.

However, automation can't and shouldn't perform all tasks. Trying to automate everything might be expensive and introduce extraneous complexities. Unnecessary processes consume resources, and you risk alienating your customers. Generally, if a task requires human interaction, leave it to humans. Leave robotic tasks to computer programs.

The first automation danger is attempting to automate everything.

2. Ignoring the situation

CRM automation of business processes occurs in the background. It implies that it's effortless to overlook the fact that there is an active automation application running part of your operations (and trust us, it's been done). The second of our automation dangers is forgetting your CRM automation solution, which might lead to problems.

Unless you instruct automation to stop or your system malfunctions, it will continue to operate indefinitely. But procedures might alter due to new regulations, innovative technology, or a client increase. It indicates that automating obsolete processes occurs when your automation software is neglected.

3. Being very ambitious with your CRM automation solution

Buying a new CRM may be thrilling. You immediately have access to brand-new features and tools to support your business. Even though you might be tempted to start working on a new marketing or sales strategy right away that uses all your upgraded tools, you should give your staff some time to adjust to their unique working conditions. Create a progressive approach so your employees can provide goods and reach goals over more time.

4. Failing to define success

Establish measurements for every aspect of your company that the new CRM deployment will impact. Setting reasonable goals and tracking how the new technology is helping you is a good idea. If your brand-new solution isn't working for you as intended, it's best to find out sooner rather than later.

5. Insufficient staff training in CRM automation solutions leads to failure.

Setting aside time and holding training sessions when introducing a new CRM is essential so your staff members are familiar with the program. Encourage your staff to invest time in training, even if they don't want outside corporate sessions.

These common pitfalls usually occur, which must be avoided with CRM automation today.


Which CRM mistake is the most typical?

When utilizing CRM software, there are five frequent pitfalls to avoid.

  1. Using duplicate, obsolete, or insufficient data.
  2. Too many unused and pointless entities, relationships, and fields are being created.
  3. Need to take full advantage of CRM data.
  4. Avoiding the use of CRM automation solutions.
  5. Lacking a qualified employee

Which is the biggest threat to the success of a CRM?

1 Poor data leads to poor CRM. Within a year, 30% of the data in CRM systems will become obsolete, according to Gartner. The research from Gartner also suggests that the main reason CRM initiatives fail is data.


Buying and installing a new CRM automation solution may be thrilling and challenging. Employees want additional features or tools to help them with their jobs, and your company is eager to optimize its process. Due to the potential cross-enterprise effects of CRM deployment and implementation, it's critical to be proactive and consider the typical CRM errors you could make while utilizing your new solution.

We've put up this guide describing these hazards to help you avoid one of the most typical CRM automation solution blunders. This guide will be helpful to you as you set up and implement your upcoming sales or marketing project. And if you want to set up a chatbot for your company, you must contact BotPenguin. We offer 24*7 customer service through our chatbot, and the best part is that it is free of charge.

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