9 CRM Tips & Tricks from HubSpot's Experts

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Olivia Deng


You walk into a coffee shop where you’re a regular. When you go up to the counter, a barista greets you and asks if you want your usual order. This personalized touch makes you feel valued and leaves a lasting impression.

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Imagine if every business had this level of customer knowledge and personalization. Wouldn’t you want to make your customers feel valued? That's where Customer Relationship Management (CRM) software comes in. 

A well-implemented CRM empowers you to understand your customers on a deeper level and deliver experiences that make each individual feel like a VIP.

In this blog post, we'll highlight CRM tips to help you elevate your customer relationships and drive business success, including advice from HubSpot experts who've used their CRM to help business thrive. From using social listening to leveraging AI, we'll share strategies that will revolutionize the way you engage with your customers.

Learn more about why HubSpot's CRM platform has all the tools you need to grow  better.

CRM Tips and Tricks

1. Standardize formatting

Standardizing format can save you trouble.

“Avoid open text fields for properties wherever possible. It's really hard to standardize information in those types of properties and can lead to nightmares for reporting,” says HubSpot Senior Inbound Consultant Bradlee McKibben.

2. Explore CRM integrations

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CRM integrations like HubSpot User Permissions can help you with data entry and updating, according to McKibbens.

With HubSpot User Permissions, you’ll be able to gain control over access to various areas of the HubSpot customer platform. Through the platform, you can define and manage permissions for records, content, and tools, enabling a more targeted and streamlined approach to collaboration. 

3. Use social listening

One unique CRM tip is to leverage the power of social listening. Monitor social media platforms, forums, and review sites to gain valuable insights on customer sentiments and opinions about your brand.

By capturing these sentiments in your CRM system, you can track trends, identify potential pain points, and tailor your customer interactions accordingly. This helps you to proactively address concerns and provide personalized experiences, ultimately strengthening your customer relationships.

4. Implement gamification

Gamification is an unconventional, yet effective, way to enhance engagement and motivation within your CRM system. Introduce game-like elements, such as leaderboards, badges, and rewards, to encourage healthy competition and motivate your sales and support teams.

Interactive experiences like gamification foster a sense of excitement and achievement, resulting in increased productivity and a more positive atmosphere. By integrating gamification into your CRM, you can make mundane tasks more enjoyable and drive better results.

5. Leverage artificial intelligence (AI)

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AI-powered CRM tools can provide valuable insights and automation capabilities. Implement AI chatbots to handle routine customer inquiries, freeing up your team for more complex tasks.

Use AI analytics to predict customer behavior, identify cross-selling or upselling opportunities, and deliver personalized recommendations. By harnessing AI within your CRM, you can enhance efficiency, deliver better customer experiences, and make data-driven decisions.

Software like Hubspot’s AI tools can help you with the personalization aspect by writing tailored copy to your customers.

6. Incorporate a customer feedback loop

Encourage customers to provide feedback at various touchpoints that integrate with your CRM, such as after purchase communication, in product usage surveys, or feedback forms. Then, create a closed-loop system within your CRM to capture, analyze, and act upon customer feedback and engagement data.

Use your data, sentiment analysis and sentiment tagging to categorize feedback and prioritize actions like follow ups, customer experience improvements, or product fixes. This ensures that customers feel heard, taken seriously, and see tangible improvements in response to their input.

7. Integrate customer success managers

Go beyond traditional customer support and integrate customer success management into your CRM strategy. Assign dedicated customer success managers to key accounts or segments, who act as advocates and proactively help customers achieve their desired outcomes — and use or engage with your CRM as a reference point or source of truth.

With the help of your customer success managers, you can keep track of customer milestones, key interactions, and success metrics within your CRM system to provide personalized support and nurture long-term loyalty.

8. Harness predictive analytics

Leverage predictive analytics capabilities within your CRM to identify potential upselling opportunities and predict churn risks. By analyzing historical customer data, behavioral patterns, and buying habits logged in your CRM, you can proactively offer relevant recommendations, targeted promotions, or personalized offers to drive additional sales.

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If your CRM offers churn prediction models, you can also better identify customers at risk of leaving and take proactive measures, such as targeted retention campaigns or personalized outreach, to prevent churn.

9. Implement voice-enabled CRM features.

Voice-enabled CRM is an emerging trend that can significantly enhance efficiency and user experience. With this feature emerging in some CRMs, you can enable voice commands and voice recognition capabilities for hands-free access to customer information, call logging, or data entry.

This not only saves time, but also makes CRM usage more accessible and convenient. Voice-enabled CRM can be especially valuable for mobile teams or those in fast-paced environments, where manual data entry may be challenging.

Get Started With CRM Optimization

Implementing effective CRM tips and tricks can transform your customer relationships and drive business growth. By following the strategies above, like leveraging AI, customer feedback loops, and predictive analytics, you can unlock the full potential of your CRM.

As a leading CRM solution, HubSpot CRM offers a wide range of features and capabilities to streamline your customer interactions and improve overall efficiency. With its user-friendly interface, integrations, and reporting tools, HubSpot CRM empowers businesses to build and nurture lasting customer relationships. Get started today.

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