Discover if your planned CRM rollout is destined to fail because of common implementation issues.

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:

12. Three commandments of
employee CRM buy-in.

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