If you have a
Why is it then that so many
Assure CRM success
Here are some areas you can address before, during, and after your
1. Don’t skip the CRM assessment phase
A rushed or omitted assessment phase is at the root of many CRM project failures. Some businesses might be tempted to skip an impact assessment because they believe it will be too difficult or time consuming. But as with any strategic planning process, the upfront investment will pay off in the end.
2. Don’t fall for all the bells and whistles
One size fits all CRM will come with a hefty price tag and a lot of room for confusion and error. There is no point paying for features that will never be used. The needs of a
3. Check with IT
You have decided which CRM features you need, but unless you have the technical expertise to know how it will integrate with your other office systems, it’s good to check with the experts. They will consider existing systems and infrastructure. There will be operational considerations, and your IT professionals will know what questions to ask. Don’t just rely on a product demo; the glitches rarely show up there. Working with technical professionals guarantees a better experience for end users who are not tech-savvy.
4. Work with clean data
Poor data quality can sabotage your CRM project right from the start and can lead to inferior customer service, inaccurate revenue forecasting, and misinformed strategic decisions. Working with dirty data is like playing with a faulty deck of cards; you’ll never know when to trust it. If your users can’t trust the data in the CRM, they are not going to use it. Be sure to allow ample time to migrate only accurate, up to date data into your new CRM. Provide data entry training and hold users accountable for maintaining high data standards.
When your employees see the value of your CRM, it will become a tool they use every day, and there will be no doubt that your CRM project is a success. Choose a solution your business can grow with, select software features that align with your business needs, involve IT experts, clean up your data. CRM success is sure to follow.
If you’d like to know more about CRM implementation best practices,