You’ve seen the ads. The CRM software is free, forever or on a trial basis. Installation takes seconds. Learning takes minutes. Enter some contacts, play around with reports, and voilà! Within hours, everyone is tracking leads, analyzing pipelines, and monitoring customer interaction.
And then the CRM fairy leaves the building. Reality sets in as limited functionality and inadequate understanding of the software prevent you from accomplishing more. You began this journey to assess the benefits of a CRM solution but without assistance or the ability to tailor the software to your needs, your opportunities for success are also limited. Faced with disappointing results and a greater time investment than expected, many organizations choose to abandon the effort and regroup.
Set Realistic Expectations
It is commonly reported that between 30 and 60 percent of all CRM installations fail. This has nothing to do with the price you pay or which CRM solution you choose. It has everything to do with having a clear vision of what success looks like, and planning your implementation and rollout with forethought and intention. As with many things, you get what you put into CRM, both before and after you begin using it.
Get it Right from the Beginning
Any growth-oriented organization will benefit from CRM’s process automation, in-depth data warehouse, and flexible reports. Whether you pay for the software or use a consultant to guide you, we highly recommend following these proven steps to implement or optimize CRM.
Download our whitepaper, “16 Steps to CRM Success,” for self-service assistance, and read more about our comprehensive approach for insights into realizing the full benefits of CRM.
Free or otherwise, don’t waste precious time on any CRM system until you’re prepared to invest in the effort needed to ensure its ultimate success.
If you are disappointed with the results from your Microsoft Dynamics CRM system and don’t want to start over, it may be possible to fix your current issues and successfully relaunch CRM. Contact us at info@InfoGrowCorp.com to discuss how we can help. We specialize in optimizing CRM and can get you back on the path to productivity, growth and better business results.