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Follow on Google News | Avoiding a CRM Selection & Implementation MistakeTrillium Solutions Group, Inc. is a professional services firm headquartered in Chicago. Trillium Solutions Group can partner with you to provide recommendations on how to avoid CRM selection mistakes.
Not considering end users and how they’ll use the system Not choosing a CRM solution that is sales rep friendly (i.e., mobile in today’s environment) Choosing a CRM solution that cannot scale to the organization’ Lack of social media integration-- Not integrating the CRM system with other key systems – particularly email, which statistically results in revenue gains Lack of defined business processes – this is a key to fitting a system to an organization Inconsistent nomenclature, with no guide on how to refer to accounts – for example, having numerous entries for the same company (XYZ Company, XYZ Co, XYZ Co Inc.) This often causes users to abandon the CRM in favor of spreadsheets, which is generally one of the reasons for implementing a CRM in the first place. Too many fields – for example, too many required fields inhibits entry of customer information into the CRM Being overly ambitious – trying to implement too many features at the very beginning of the project makes it difficult for users to effectively navigate and use the system, impacting system acceptance Not establishing metrics to measure success – otherwise, how do you know whether your implementation was successful? Trillium (http://www.trilliumsg.com/ End
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