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CAN YOU AVOID THESE
5 COMMON CRM
IMPLEMENTATION
MISTAKES?
Implementation mistake 1:
Taking an ‘organic’
approach to CRM
implementation.
Well, you could – but without
clearly defined goals foryour CRM
and an expectation ofwhat you
want it to do, you’ll have no way
to measure its ROI, success or
progress once implemented.
Clearly define why you
are using CRM in the
first place, what metrics
must be measured and
which KPIs and CSFs
should be put in place
before you proceed.
The key to
implementation
success?
This need for clarity is reflected by the CRM implementation issues
that plague existing users. According to Forrester, these include:
Inadequate deployment
methodologies impacting
Poorly defined business
requirements, impacting
Lack of alignment on
objectives, impacting
40% 25% 18%of organisations. of organisations. of organisations.
Implementation mistake 2:
Belief that CRM will
take care of all your
data needs.
It’s true up to a point – but if it’s
working with bad data in the first place
then expect CRM implementation
issues to occur. Remember:
of your high quality data
degrades over a year.
40%
Keep your data vetted,
checked and updated – and
ensure you have strict data
entry protocols in place
(especially for the sales
department).
Implementation mistake 3:
Assuming that
employees will
automatically
love CRM.
This is a minefield for CRM implementation issues because
employees are essential to the platform’s success. But if they aren’t
involved from the very beginning, your CRM will suffer:
49% 36% 15%of CRM projects are
affected by slow
user adoption.
are affected by poor
change management
and training.
are affected by difficulties
in aligning culture with
new ways of working.
Avoid potential
disaster and CRM
implementation
issues with:
Three commandments of
employee CRM buy-in.
Employees must be allowed to give feedback
on what they want from CRM so it is tailored
to their needs.
Employees must understand the benefits of CRM.
Members of the board and other key influencers in
the company should act as advocates, highlighting
the platform’s benefits.
Employees must be trained fully to be able to
exploit the benefits of CRM – and not left to
‘figure it out for themselves’.
Implementation mistake 4:
Introducing CRM
as a plug-and-
play solution.
It is essential that legacy systems are considered at the
implementation stage to ensure they will communicate with the
new CRM system, guaranteeing a single version of the truth.
More plug-and-pray actually if you take the
wrong approach.
Ensure you do your research
now or else risk the integrity
of your IT infrastructure in
the future, causing multiple
implementation
issues further
down the line.
Implementation mistake 5:
Thinking you can
do everything
yourself.
If your IT department has a proven track record in CRM
implementation, then yes, it’s worth considering a ‘DIY’
approach. Most likely though, they won’t.
So consider taking on an in-house CRM project manager or
hiring a third party consultant.
A partnerwho will ensure your
enterprise doesn’t fall foul of common
CRM implementation issues.
The net result?
Takeaways
Define what your CRM platform’s role is within your business before
proceeding with its implementation.
Ensure you are feeding your CRM platform with up-to-date data.
Engage employees with your CRM plans through training, advocacy and
practical demonstrations.
Ensure your selected CRM will integrate with your legacy systems – or
you’ll put your entire IT infrastructure at risk.
Bring on board CRM experts to give your platform the best possible
chance of success.
Common errors in CRM
implementation have
traditionally crippled rollouts
but Redspire’s 2016 benchmark
report reveals that enterprises
are now successfully overcoming
them and reaping the rewards.
2016
Benchmark
Report:
Measuring
CRM Success
Choosing a partner is an important part
of assessing and choosing the right
CRM foryour business - find out more by
downloading:
Benchmark Report:
Measuring CRM Success
Download Now

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Can You Avoid These 5 Common CRM Implementation Mistakes?

  • 1. CAN YOU AVOID THESE 5 COMMON CRM IMPLEMENTATION MISTAKES?
  • 2. Implementation mistake 1: Taking an ‘organic’ approach to CRM implementation.
  • 3. Well, you could – but without clearly defined goals foryour CRM and an expectation ofwhat you want it to do, you’ll have no way to measure its ROI, success or progress once implemented.
  • 4. Clearly define why you are using CRM in the first place, what metrics must be measured and which KPIs and CSFs should be put in place before you proceed. The key to implementation success?
  • 5. This need for clarity is reflected by the CRM implementation issues that plague existing users. According to Forrester, these include: Inadequate deployment methodologies impacting Poorly defined business requirements, impacting Lack of alignment on objectives, impacting 40% 25% 18%of organisations. of organisations. of organisations.
  • 6. Implementation mistake 2: Belief that CRM will take care of all your data needs.
  • 7. It’s true up to a point – but if it’s working with bad data in the first place then expect CRM implementation issues to occur. Remember: of your high quality data degrades over a year. 40%
  • 8. Keep your data vetted, checked and updated – and ensure you have strict data entry protocols in place (especially for the sales department).
  • 9. Implementation mistake 3: Assuming that employees will automatically love CRM.
  • 10. This is a minefield for CRM implementation issues because employees are essential to the platform’s success. But if they aren’t involved from the very beginning, your CRM will suffer: 49% 36% 15%of CRM projects are affected by slow user adoption. are affected by poor change management and training. are affected by difficulties in aligning culture with new ways of working.
  • 11. Avoid potential disaster and CRM implementation issues with:
  • 13. Employees must be allowed to give feedback on what they want from CRM so it is tailored to their needs.
  • 14. Employees must understand the benefits of CRM. Members of the board and other key influencers in the company should act as advocates, highlighting the platform’s benefits.
  • 15. Employees must be trained fully to be able to exploit the benefits of CRM – and not left to ‘figure it out for themselves’.
  • 16. Implementation mistake 4: Introducing CRM as a plug-and- play solution.
  • 17. It is essential that legacy systems are considered at the implementation stage to ensure they will communicate with the new CRM system, guaranteeing a single version of the truth. More plug-and-pray actually if you take the wrong approach.
  • 18. Ensure you do your research now or else risk the integrity of your IT infrastructure in the future, causing multiple implementation issues further down the line.
  • 19. Implementation mistake 5: Thinking you can do everything yourself.
  • 20. If your IT department has a proven track record in CRM implementation, then yes, it’s worth considering a ‘DIY’ approach. Most likely though, they won’t. So consider taking on an in-house CRM project manager or hiring a third party consultant.
  • 21. A partnerwho will ensure your enterprise doesn’t fall foul of common CRM implementation issues. The net result?
  • 22. Takeaways Define what your CRM platform’s role is within your business before proceeding with its implementation. Ensure you are feeding your CRM platform with up-to-date data. Engage employees with your CRM plans through training, advocacy and practical demonstrations. Ensure your selected CRM will integrate with your legacy systems – or you’ll put your entire IT infrastructure at risk. Bring on board CRM experts to give your platform the best possible chance of success.
  • 23. Common errors in CRM implementation have traditionally crippled rollouts but Redspire’s 2016 benchmark report reveals that enterprises are now successfully overcoming them and reaping the rewards. 2016 Benchmark Report: Measuring CRM Success Choosing a partner is an important part of assessing and choosing the right CRM foryour business - find out more by downloading: Benchmark Report: Measuring CRM Success Download Now