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Jim Bertler, Logan Consulting

3 Mistakes You Don’t Want to Make in a CRM Implementation Project

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Deciding to implement a new CRM system like Microsoft Dynamics CRM in your Organization requires a significant investment of both time and money. These projects can be costly, and with so much on the line, it should come as quite the surprise that so many CRM projects fail right off the bat. Ensuring that your CRM implementation project is successful takes a significant investment of time and energy but luckily, your Chicago based Microsoft Dynamics CRM partners at Logan Consulting decided to take a look at a few of the most common pitfalls that can lead to project failure so that you don't have to.

Mistake 1: No Defined Objectives

While it's true that half of the implementation battle is finding the right partner, completely relying on their expertise to guide your project towards success may not be your best plan of action. Your partner can only get you so far, but you have to lead them across the finish line. They can get close, but they aren't psychic and don't know exactly what your company's vision or project goals are. Prior experience can only take you so far and more times than not if you do not properly think through just what it is you are hoping to improve and what metrics are most important to your business, than your implementation will only get you halfway there. Don't be theoretical, subjective or uncertain. Know your goals and make sure that they are time bound and measurable and your partner will have a much better grasp at what this project is all about.

Mistake 2: Too Much Too Soon

While having defined objectives is one of the most straightforward ways to ensure the success of your new CRM implementation project, it's also important to discuss the metrics involved in a successful implementation and how much your business can do with the resources you have. Taking on too much or too big of a project without fully seeing it through is risky. There's nothing worse than having to stop a project early because of poor budgeting or planning. Logan Consulting recognizes the financial commitment  that a new CRM can cost a business, which is why we often suggest that our clients implement their project in phases. That way, each phase can get all of your attention, funding and training - increasing your success rate and ensuring that you and your employees are confident in your new software. Don't overwhelm your implementation team with too much too soon.

Mistake 3: Wrong Vendor at the Right Price

Who doesn't love a good bargain? I know I do, but unfortunately bargain shopping for a new CRM system can cause some trouble down the road if not done correctly. CRM software is not a one size fits all solution, take the time to do your research before you settle on a vendor. Ask questions, reach out to previous clients, read case studies, ask more questions until you are certain that this software is your business's best fit. Even if you determine that a more expensive model is the best business solution for your organization, the money that you will be saving in the long run over customizations, upgrades and additional support to make a subpar software work will be quite significant.

Thinking of upgrading your CRM system but don't know whether or not you are making these common mistakes? Stay tuned for part two of this series and continue to dig deep to find your best CRM solution. Think Dynamics CRM may be your best fit? Click here for pricing, product details, videos, helpful articles and more. Feel free to reach out to Logan Consulting, your Chicago based Microsoft partners to schedule a consultation.

by Logan Consulting

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