10 CRM Best Practices In 2024 – Forbes Advisor

One CRM best practice is to create smart automations. Tapping into the efficiencies possible through CRM automation helps you harness your CRMs full power. Knowing what to automate can save your team time, reduce sales costs and ensure that important tasks do not fall through the cracks.

Content delivery is a prime function where you might create some automations in your CRM. For example, when a new lead is entered into your CRM, you might direct that lead to an automatic email welcome sequence or product-specific nurture email series.

You can use CRM automations to refine project workflows, reach out to unengaged contacts and keep customers updated on project progress. Lead scoring, sales forecasting, proposal management and process workflows can all be automated.

Automations can also be used to alert you to CRM metrics that matter most to you, such as buying patterns, sales team performance, conversion rates and performance patterns that might otherwise go unnoticed.