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.
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″]
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”] Organizations 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”] CRM 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”] More 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”] One 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”] Organizations 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.