Common CRM Mistakes Small Teams Make

At pjSOS, we work with small teams to help them get the most out of their CRM systems. Over the years, we’ve noticed common recurring challenges that can slow teams down, frustrate sales and marketing teams, and prevent businesses from fully leveraging their CRM.

Here are three common mistakes and solutions to fix them.

1. Letting Data Get Messy

CRMs are only as good as the data inside them. Duplicate contacts, outdated information, and inconsistent naming conventions can make reporting unreliable and frustrate teams. 

Solution: Set up clear data entry standards, regularly audit your CRM, and use built-in automation to clean and merge duplicate records. This keeps your CRM accurate and actionable.

2. Falling to Automate Repetitive Tasks

Small teams usually spend too much time on repetitive work like follow-up reminders, lead assignment, or reporting. This is time that could be spent on higher-value tasks like relationship-building and closing deals.

Solution: Explore your CRM’s automation features. Automating routine tasks saves time and ensures consistency so nothing slips through the cracks.

3. Not Tracking the Right Metrics

It’s easy to track too many metrics or even the wrong metrics, which can overwhelm your team and make it difficult to see what actually drives results.

Solution: Identify the key metrics that align with your goals, like lead response time, or customer engagement, and set up dashboards and reports to keep your team focused.

Why Fixing These Mistakes Matters

Small improvements in your CRM setup can have a huge impact. Cleaner data, smarter automation, and meaningful metrics free your team so that they can focus on what matters most: building relationships, closing deals, and growing your business.

If your CRM feels messy or underutilized, we’d love to help. At pjSOS, we guide small teams in optimizing HubSpot, Salesforce, and other CRM systems so they can work smarter, sell more, and get back time to focus on growth.

Ready to take your CRM to the next level? Contact us today to start the conversation.