How to Avoid CRM Project Pitfalls
Although customer relationship management software is well established as a vital component in a CRM strategy many businesses are still disappointed with the return they see. In many cases failure is caused by inadequate planning and poor implementation.
As independent CRM architects we have around 20 years experience of helping organisations achieve results from CRM. In this guide we summarize the top 7 CRM mistakes to avoid.
Tip #1 - Don't be too ambitious with CRM
Large CRM projects can struggle to get off the ground. All embracing projects that strive to meet 100% of everyone’s needs may take a long time to deploy and will limit the return on investment. CRM projects that aim to achieve a utopian result rarely leave the planning stage.
Often, it is better to start small by prioritising requirements. Sometime this may be an initial pilot within 1-2 departments before a wider rollout.
Businesses that don’t currently have a CRM solution may find an entry level CRM solution like ACT! will prove more cost effective over 1-2 years rather than embarking on a costly deployment of a more advanced system.
Other requirements may dictate an immediate need for a more sophisticated solution like Sage CRM but even so there is usually more to gain by starting small. READ ALL TIPS
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