The Top 10 Reasons Why CRM Implementations Fail Why CRM Implementations Fail Why CRM Implementations Fail 1 Not Defining Clear Objectives for the Project A successful project is one that meets its objectives ID: 796457
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Slide1
Faye Business Systems Group presents:
The Top 10 Reasons
Why CRM Implementations Fail
Slide2Why
CRM Implementations
Fail
Slide3Why
CRM Implementations
Fail
1. Not Defining Clear Objectives for the Project
A successful project is one that meets its objectives.
Do a proper assessment of objectives before the implementation to help keep the project on track.
Think of the 3 MOST important goals for the CRM implementation to accomplish.
And remember, get input from different departments!
Defining goals will create an outline for success and will help
while
you are getting
used to
using the CRM on a daily basis.
Slide4Why
CRM Implementations Fail
2. Poor Planning or Project Management
Do not let the implementation become
overly disruptive
to the
organization’s
daily business practices.
First, answer these questions:
Who at your company will be the
internal project manager?
Does this person have managements full support? Do they have time? Are they clear on their goals?
Is there a project plan?
Slide5Why
CRM Implementations
Fail
3. Believing that software will solve your problems when software is just a tool or enabler
Understand that CRM will help you to be
effective in organizing your daily schedule, measuring results and knowing your
customers!
No software will solve all of an organizations problems!
Slide6Why
CRM Implementations
Fail
4. Trying to Use or Add Every Feature in the New Software Right Away
A phased approach works best!
Introduce the staff to new processes
gradually
Limit yourself to only the customizations that support your Top 3
goals
Slide7Why
CRM Implementations
Fail
5. Insufficient Training and Support
Plan in to the budget for training and support!
Enable the CRM users to get properly trained AND make sure there is support for them in place.
Don’t assume your team
has the time or energy to
“learn it on their own.”
Slide8Why
CRM Implementations
Fail
6. Not Getting Buy-In from Employees Ahead of Time
All employees must believe in the CRM strategy!
They must understand how it helps them.
Upper management MUST support and mandate the software implementation.
Significant and positive communication from management is critical.
Slide9Why
CRM Implementations
Fail
7. Incomplete, Erroneous, or Bogus Data in New Software
Make sure data is converted accurately and completely before turning on the switch.
This will help prevent frustrated employees who don’t trust the data in the CRM.
If information cannot be converted accurately or completely, make sure there is plenty of communication about what is happening.
Slide10Why
CRM Implementations
Fail
8. Not Planning for Change or Handling Out of Scope Issues
What will happen if you go over budget?
What will happen if the project takes longer than expected?
Answer the hard questions before you begin the implementation.
It’s always best to be prepared.
Slide11Why
CRM Implementations
Fail
9. Unstable hardware or network platform to support the new software
Make sure you have a fast, reliable internet connection before implementing hosted software.
Don’t worry about unstable hardware or network platform!
Slide12Why
CRM Implementations
Fail
10. Choosing the Wrong Software and/or the Wrong Provider
Make
sure you’re doing your own research and choosing a CRM software that fits best with your company and
its
goals.
Verify that the software can easily handle changes in your business and changes in number of users.
Slide13Faye Business Systems Group
Questions? Comments? Please contact:
Kimberly Douglass, Account Executive
Kimberly.douglass@fayebsg.com
www.fayebsg.com