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CRM software (customer relationship management) makes your business objectives easier to achieve. They provide the best outcome for your customers through your sales, marketing, and customer service departments. However, it’s good to be aware that there are risks involved when it comes to implementing a CRM in your business, and there are steps on how to overcome these challenges.

There are several reasons why your CRM feels disconnected from the rest of your company.

So Much Data, So Little Control

When a file is opened to start integrating data, vital parts of information are missing which can include names, history, or even an email address. This is problematic because then customers cannot be contacted to rectify the issue.

Sales or marketing representatives can prevent this from happening by asking all the right questions to ensure that the correct information is there. Using an ERP could work alongside your CRM so orders and invoices can complete the customer data you need.

2. Using the Wrong Vendor

It is easy to choose the wrong vendor to implement your CRM because of different marketing and sales strategies. Consumers get caught up with the wrong information to make an informed decision that suits their company best. But, to avoid this here are a few questions to ask yourself:

  • Does your company have the right CRM tools to use to implement?
  • What reviews does that vendor have?
  • How long has the vendor been in practice for?
  • How does the pricing work for the vendor and what is included?
  • Is the vendor flexible enough to customize what the customer needs?
  • Will your company outgrow the vendor?

3. Complicated CRM

Some CRMs can be more difficult to implement than others, especially if you choose a vendor that does not provide support during your implementation phases. Keep it simple, and implement a CRM that has a powerful and user-friendly interface.

4. Users are Suspicious

When we talk about users, we mean employees, whether it is in your marketing, sales, or customer service teams. Once your CRM has been implemented, you will expect instant results, right? Not always, because your employees need to get used to using new software which is why your CRM implementation can feel disconnected from the rest of your company. If you want to get your team on board, you have to demonstrate value. Mention how using a CRM causes fewer mistakes and saves them on time by spending less time with manual entry.

5. Lack of Training

In order to use a CRM well, training has to be provided on how to use it otherwise employees will avoid it. With the right amount of training, employees will engage at a higher usage rate. But, without the correct training, it will lead to lower user adoption rates.

6. CRM Champion

When implementing a CRM, they are sometimes assigned to the wrong coordinators such as a CTO or COO. Your company can feel disconnected when not enough time is spent on the implementation to make it work. Therefore, it is advised to choose a CRM champion that has passion, the ability, and the time to work with the implementation.

7. Thinking CRM is Just a Technology Solution

Implementing a CRM is not just about technology but it is also used to improve customer relationships. So, users have to use it the right way. By thinking the CRM does not need to be utilized correctly, it can lead to your CRM feeling disconnected from your company. This means having trained staff, the correct workflows, and the right management to use the CRM to its fullest potential.

Conclusion

Commercient and Aptitude 8 have partnered to help businesses use their CRM to its fullest potential, and to avoid time-consuming and costly errors saving time and money. By choosing Commercient SYNC, we guide your ERP and CRM data integration with 24/7 support to ensure a successful integration, enabling you to carry on using correct data to achieve daily tasks.

Commercient can integrate your data in an affordable and seamless way while making use of their data integration experts. By Commercient integrating over 85+ ERPs and 5-star reviews, this shows Commercient has the experience and knowledge to implement your CRM the right way. Contact us today!

Christian Young
Christian Young
Demand Generation at Aptitude 8

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