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Top 3 Mistakes to Avoid when Implementing your CRM Solution

Top 3 Mistakes to Avoid when Implementing your CRM Solution

You’ve worked hard to land your customers. You plan on keeping your customers and offering them additional products or services to generate additional revenues, which means you need to maintain great relationships. You’ve decided you need a Customer Relationship Management (CRM) solution to accomplish this. You’re right!

Now that you’ve identified that implementing a new CRM is the correct thing to do, here are some suggestions on what to avoid when implementing your new CRM solution.

Top 3 Mistakes to Avoid when Implementing your CRM Solution

1)      Avoid focusing too much on core functionality.  All CRM solutions largely offer the same set of basic functions. So, focus instead on selecting a CRM that can be configured and customized to meet your specific business needs and operating processes.

2)      Avoid your CRM implementation until you’ve decided what you want out of it. In other words, make sure you think of what queries you want, the reports you’ll need and how involved you want to be to get this information. Consider reports on sales pipelines, new opportunities, lost opportunities, marketing activities and customer service cases. If you know your desired reports you can then work backward to align the steps to get yourself there.

3)      Avoid assuming that your new CRM will magically resolve your needs by simply being installed. The true value of a new CRM is only realized if your employees know how to use it and adhere to established standards for keeping the information accurate and current. This is commonly known as user adoption. Without adoption your new CRM implementation is doomed to fail.

Discover how leading organizations are utilizing Microsoft Dynamics CRM for account management, new business sales, more effective marketing and exceptional customer service. Contact us to request a conversation with one of our experts.

Dynamics 365, CRM Best Practices, CRM strategy, CRM Training, Customer Relationship Management