Most common CRM mistakes and how to avoid them?

cloud crm

Have you already decided what CRM system you are going to introduce to your company?

Or maybe you already have a CRM system that seems to make even more mess instead of helping you? A lot of business owners face this problem when implementing a CRM system, and here are the most common reasons why.

Bypassing Discovery Phase

The first step to the success and efficient implementation of CRM is a diligent pre-implementation analysis or Discovery phase. The tool must be adapted to the needs of the company and the target group, not vice versa. Therefore, do not omit a thorough analysis of the current situation of the company and its development prospects.

Chaotic business processes

Imagine getting a fancy haircut on tangled hair—it will make even more mess and be much harder to comb your hair afterwards. The same happens when you try to implement a CRM system in the chaotic business processes of your business. “Comb” and streamline your processes with BPMN, the Terms of Reference, the Gantt chart, and other instruments. If you want to streamline your business processes, you can learm more about 9 business process modeling programs for business.

No goal

Skipping the implementation goal is a common mistake when introducing a CRM system. Be sure to ask yourself:

  • For what purpose do I want to implement a CRM system?
  • What do I want to improve?
  • What are the needs of my target group?
  • Do I want to strive to improve the financial situation of my company?

The answers to these questions will help you direct the system’s activities and solve real problems that you and your employees are struggling with.

Failure to meet the schedule

The key element of introducing the CRM system is the development of a plan and schedule for its implementation. Specify all steps carefully, and you will get effective and timely adoption of the program.

Ignoring the after-implementation service

A lot of entrepreneurs think that once their business implements the CRM system, it can exist on its own and doesn’t need support. That may be true if your company is not growing and changing over time, but to be honest, it is impossible.You and your business evolve over time, and your CRM system should also evolve to cover the new needs of your company. The best option to support your CRM is to find a vendor who will take care of it either as a monthly subscription to support or by just buying support hours according to your needs.

No backups

Your CRM system contains all of the important information about your company, clients, and deals. And now imagine losing all of the data in one second—horrific, isn’t it? Well, that’s why you should always make sure to backup all of the data, and our recommendation is also to use cloud-based CRM systems, which make the process of backing up easier and more reliable.

No team training

It is difficult to succeed without proper training for the team. The functions of the software should be learned by everyone who will later use its capabilities. Establish and present to employees a precise schedule for adapting the system. Thanks to this, the rules of use will be understandable for them, their involvement in using the new tool will increase, they will use all the program’s functions, and this will make their work easier.

Implementing a CRM system is often a challenge. It’s easy to make mistakes that will cause the program to not work as expected. Use the above tips and enjoy a high level of customer service and efficient implementation of sales goals.