CRM technology ensures that your business can improve itself and grow because of data-based analyses. A CRM-system increases efficiency, streamlines projects, reduces overhead, saves time and enhances competitive advantage. So, even though a CRM-system promises efficiency, why are so many companies struggling to see the ROI of investing in such a platform? Because it’s not implemented efficiently. Here are 5 Reasons Why Your CRM Implementation Will Fail.
It seems obvious, but it’s one of the most overlooked parts of your implementation. You shouldn’t jump into one if you haven’t made up the goals and targets you want to reach with it. Take into consideration how CRM can benefit every aspect of your company. One strength of Salesforce CRM for example, is its ability to adapt to every business. However, this strength can also be a weakness if you don’t guide it enough. Therefore, make sure to have a clear vision of what you want before implementing. The key here, is to:
A CRM-system shouldn’t be decided on by one person. Instead, engage your entire team. Why? Because these are the people who will be using the platform. And more importantly, if everyone gets a say in the implementation, you can hold them accountable for the follow-up of the software and maintenance of data.
Therefore, select people who are passioned about it and have the correct skill level to become your CRM champion. Make sure that this person can translate the deliverables to the other members of the team. He will act as an ambassador towards your employees in convincing them to take CRM seriously.
Is it possible that your CRM failed because the vendor or software isn’t the right match for your company? Absolutely and undoubtedly yes! And unfortunately, this misfit comes with a high price tag. Hence, you should closely brief and meet with enough possible vendors, and you shouldn’t decide overnight. Even if one platform or vendor seems rather expensive, meet with them to get some best practices. And who knows, they might turn out to be the best bang for your buck in the end. Because keep in mind: there’s a fine line between choosing the cheapest option, and wasting your money.
One best practice to choose the right CRM-platform, is to make sure they meet all the goals you have set up for your company. Be careful with too many extra options, expensive software with features you won’t use, is an investment that doesn’t pay itself back. Therefore, the software you buy should be a customized solution to the specific needs of your business.
We mentioned before that deciding on the right CRM is a team matter. Not having everyone on board for this implementation, can cause problems that aren’t easy to fix. Make sure to involve even the team members who aren’t feeling it, and explain why CRM is the next big step for your company and why it offers advantages for them, too.
CRM only works if it is used correctly by the entire team. Remember your CRM champion? They are your interdepartmental glue. When you decide on the goals and targets you want to reach, involve every department in it. Don’t ever make it a management decision. Talk about how the software will make work easier and more efficient.
Is it possible that your CRM failed because the vendor or software isn’t the right match for your company? Absolutely and undoubtedly yes! And unfortunately, this misfit comes with a high price tag. Hence, you should closely brief and meet with enough possible vendors, and you shouldn’t decide overnight. Even if one platform or vendor seems rather expensive, meet with them to get some best practices. And who knows, they might turn out to be the best bang for your buck in the end. Because keep in mind: there’s a fine line between choosing the cheapest option, and wasting your money.
One best practice to choose the right CRM-platform, is to make sure they meet all the goals you have set up for your company. Be careful with too many extra options, expensive software with features you won’t use, is an investment that doesn’t pay itself back. Therefore, the software you buy should be a customized solution to the specific needs of your business.
We mentioned before that deciding on the right CRM is a team matter. Not having everyone on board for this implementation, can cause problems that aren’t easy to fix. Make sure to involve even the team members who aren’t feeling it, and explain why CRM is the next big step for your company and why it offers advantages for them, too.
CRM only works if it is used correctly by the entire team. Remember your CRM champion? They are your interdepartmental glue. When you decide on the goals and targets you want to reach, involve every department in it. Don’t ever make it a management decision. Talk about how the software will make work easier and more efficient.
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Update 5 users with new configuration of access rights (permission sets, profile or public group) and update “City” on a user record
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Add 5 new fields to a report and modify 2 filtering criteria
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Develop automation to update the case whenever a certain condition is met and trigger notification
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“My automation is breaking – I don’t know what is happening”, support agent work: Investigation or issue, correction of a SF flow, documentation of changes, presentation to a user
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