Stop Sabotaging Your System: Fix These Common CRM Mistakes

Discover the most common CRM mistakes small businesses make —and how to avoid them. Free guide included!

As a 17hats Systems Expert, I’ve helped countless clients streamline their CRM systems—whether it’s a fresh setup, a cleanup of an existing system, or something in between. And I frequently come across a few common CRM mistakes that hinder businesses from getting the full benefit of their systems.

I’m going to highlight these recurring issues and offer you my FREE CRM Guide with even more tips to help you take control of your client management system, whether you’re a 17hats user or not. These tips will make your system more efficient, your business more productive, and put you on the path to better profits.

Here are some of the common CRM mistakes I regularly see:

• Inconsistent Nomenclature: Having a consistent naming convention might seem small, but it makes a huge difference in keeping your CRM organized and easy to navigate.
• Not Using Tags: Tags are crucial for organizing contacts and leads efficiently, yet many accounts I see don’t leverage them properly (or at all!).
• Lack of Workflow Automation: Workflows can streamline tasks and help you stay on top of follow-ups and client communication. Too often, they’re not set up or under-utilized.
• Lead Capture Forms Missing Workflow Integration: Lead capture forms should be linked to workflows that nurture leads and provide value-building automation. Don’t leave your leads hanging.
• Under-utilized Templates: Templates save time and create consistency in client communication, but many businesses aren’t taking full advantage of them.

These issues lead to frustration, wasted time, and missed opportunities. Whether you’re using 17hats, another CRM, or none at all, my free CRM guide will help you clean up your systems, boost productivity, and position your business for growth.

Starting your CRM setup right from the beginning is always best, but it’s never too late to make improvements! Organizing the back end of your business will reduce your daily overwhelm and allow you to focus on what truly matters: growing your business and serving your clients.

Ready to transform your CRM and business operations? Download my FREE CRM Guide now and take the first step toward a more organized, efficient, and profitable business.

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If you want to see what 17hats is all about, click the image to link to a FREE 7 Day Trial, or if you’re ready to purchase, follow the link for 50% off your first year or use the code debmitzel at checkout!

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Deb Mitzel is a Small Business Operations Consultant & Coach, as well as a 17hats Implementation Specialist. Deb is passionate about helping her clients get time back so they have the bandwidth to bring their personal and professional dreams to life. She believes that an Integrated Life – one where your life and business are designed to serve you best – is not only possible, but achievable. If you need help with your business and would like to chat with Deb, she offers a Free Discovery Call to learn more. Click below to schedule your call!

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Disclaimer: Some of the links are affiliate links, which means that if you choose to make a purchase, I will earn a commission. This commission comes at no additional cost to you. Please understand that I have experience with all of these companies, and I recommend them because they are helpful and useful, not because of the small commissions I make if you decide to buy something.  Please do not spend any money on these products unless you feel you need them or that they will help you achieve your goals.