Purchasing and implementing a new CRM solution for your organization can be an exciting yet challenging endeavor. That’s why, while choosing and implementing a CRM solution, you must make sure neither you nor the chosen solution is guilty of any of these 6 common mistakes.
1. Don’t “Micromanage”
The term “micromanage” means having someone constantly watching and controlling you however small the task. Salespeople and other CRM users hate it. Users won’t like using it and are more likely to skimp on entering data. On the other hand, if users are empowered and actually enjoy using a CRM application, data will tend to be more accurate – for sales, for management, and for forecasts.
2. Keep things simple
A CRM system (such as CloudApper CRM) can be easily customized to suit the needs of every unique use case or piece of data. At the same time, when the system is not organized or implemented correctly, it can be overloaded with mandatory fields and thus require twice the data than is really needed. All customization should be targeted directly to helping users so that they can complete their tasks with minimum effort.
3. Offline access
Don’t rely solely on the cloud when it comes to CRM applications. Anyone using CRM, especially your salespeople, must have access to the customer data with or without internet access. That’s why a CRM should have 24/7 data access options to get the job done online or off and sync later.
4. Make the CRM easy to adopt
By staying away from the number one and two points above, you can make CRM something users desire to use, find useful, and eventually adopt. On the other hand, a complex, control-oriented application that does not mesh with your organization’s workflow will be difficult to understand, which will result in a low adoption rate – and your CRM project will fail even before it begins.
5. Maximize your CRM’s utilization
Although it should certainly be central, a CRM should also not be the only tool that a company or even a sales force depends on. It should be integrated with other relevant solutions used by the organization. When you don’t integrate CRM with your other main systems, it becomes a silo – and the full potential of the CRM data is never realized.
6. Look for a CRM that’s fast to implement
Don’t pick a CRM that is overly complex and will take ages simply to implement. Not only will this delay your ability to use it, but it will also very likely take longer to train your employees to use it. When a CRM implementation process is complex and hard to learn, users start to lose motivation to use it. This relates right back to point number four.
CloudApper CRM has steered clear of these mistakes from the very beginning. It is the easiest to use the app for relationship management with existing and potential customers of any enterprise. It accelerates the process of customer relationship management by streamlining interactions between the company and existing or potential customers.