CRM software Implementation – Top 5 mistakes to avoid

//CRM software Implementation – Top 5 mistakes to avoid

CRM software Implementation – Top 5 mistakes to avoid

Organizations across the globe are now are moving to new generation CRM applications. This is primarily due to reduced total cost of ownership with new CRM solutions like Salesforce.com, SugarCRM, VTiger, Zoho etc. CRM Customization to various extents makes it suitable to use and support the business processes of an organization.

[newline]

Typical Problems with crm

The following are the usual problems that organizations often run into. They not only occupy the short term concern of the CTO but also become a cause of concern in the long term strategy of the organization.

[newline] [fusion_toggles type=”2″]
Businesses change with time and the CRM software solution must adapt quickly to the same. Also CRM is designed to become business critical application. Any downtime or non-availability may lead adversely affect the information availability at a critical point of time and may lead to business loss.
The CRM software solution is designed to be used for years together. The volume of transaction grows as the user adopt the solution and also as the sales increase.
Improper implementation methodology proves to become too costly later on, as future upgrades become increasingly difficult to attain.
[/toggles] [newline][newline]

Having understood the problems that come up, it becomes important to understand and work towards solving the root cause. This of course means taking into account some additional effort at the time of implementing the solution.

Mistakes to avoid

Following are the top 5 mistakes to avoid while implementing a CRM software solution.

[newline] [accordion title=”Expensive CRMs from big brand names are the best for my organization” first=”first”] Expensive CRM'sOrganizations must list what they want to achieve with their CRM implementation (KPIs) and analyze whether the CRM solution meets their requirements. One may be surprised to see that popular open-source solutions like SugarCRM and VTiger may fit in about 70-80% of the times. Of course they need to be customized to cover all aspects of the business needs.[newline]

The money you save on application can be used for crm customization and driving user adoption.

[/accordion] [accordion title=”Quick Implementation is the key to success”] Quick ImplementationCRM solutions are designed to be implemented in shorter time frames. However organizations must drill down further on the KPIs and ensure that all business requirements arising out of the same are properly captured and CRM design is in place. Thus there must balance between pace of implementation versus quality.[/accordion] [accordion title=”Engage decision maker for requirement gathering”] Decision MakerMore often than not, majority of CRM users are ground level sales and after sales team members. They need to be involved early on and feel the ownership of the solution. There are no shortcuts and driving user adoption later.[/accordion] [accordion title=”Automation and Workflows can come later”] Automation WorkflowsOne key benefits of CRM implementation is that it can exchange information with other applications (ERP/E-Commerce etc) and also send notifications based on certain events or schedule.[/accordion] [accordion title=”Documentation can wait” last=”last”] DocumentationOrganizations must insist CRM implementation partner to maintain and submit design documents, specifications and source code changes if any. These will help you later when you want to upgrade the solution or change your implementation partner later on.[/accordion]
Summary

Customer Relationship management software is only a part of your CRM initiative. Instead of spending on an expensive technology with huge features list, you may want to use simpler solutions and spend on customizing it to meet your end users requirement. Thus you not only drive end users adoption but also take a firm step in making your organization customer centric.

[newline] About Us

Veon Consulting is one of leading SugarCRM Consulting firm serving customers across the globe over the last 7 years. It has experience in evaluation CRM applications, implementing and customizing them to meet the requirement of the end customers.

Spread the Wisdom
By | 2016-10-12T22:39:47+00:00 February 3rd, 2014|CRM|0 Comments

About the Author:

Veon brings best in consulting and integration solutions on Salesforce, SugarCRM, and SAP. It is an innovative company which deals best of the breed solution using SOA based SAP Integration and commercial opensource solutions like SugarCRM, Magento and Wordpress. It helps small and medium enterprise become smarter.