CRM platforms are meant to help improve business operations, but a small percentage of the time, these CRM implementations fail.
Usually, things started off great and everyone at the company is excited to use the new CRM platform. But eventually, things start to go wrong. Some people will say it’s too much work; others will say it’s a different system than what they expected. After some time, they stop using it altogether and that is when things fail.
The success of a CRM platform depends on the entire team working together and being on the same page, so even if just one person stops using it, it can potentially snowball and cause the system implementation to fail.
The following are the top four reasons why CRM platforms fail in organizations, and by knowing about some of these things ahead of time, you can take the steps needed to ensure your new CRM system is a hit.
You should have a go-to person in your company that can administer the new system. Without that individual, you can be setting your new CRM system up for failure. This should be someone who gets the most out of the system and is a power user; this isn’t necessary your IT person. This person should be well-trained and supported, as he or she will spend time training new hires, creating reports and workflows, customizing the system, and so on.
It’s important that a strong executive within the company commits to the CRM platform. After all, CRM platforms take work, and people need to input data for it to be useful. This is how it becomes a useful tool for generating more business and profits. They should demand this from their employees, as no employees should be exempt from inputting this important data. Without this support and demand of compliance from executives, it could lead to the system’s failure.
Not using reports
Without reports, you won’t know how complete and accurate your data is unless you’re working with it on a routine basis, which can easily cause your CRM platform to fail. By using reports, it can be simple to figure out who’s responsible for any incorrect or missing information. It can also ensure that your team members are using your new CRM platform, and you’ll quickly see the effect of that data on your management decisions.
Lack of expert training
If your company just signed up for Zoho CRM, congratulations! You’ve chosen one of the best CRM platforms available to help your business run more efficiently. One of the best ways to prevent your new CRM implementation from failing is to ensure everyone receives the right training from the beginning. If your team fully understands Zoho and is on the same page, it’s much more likely that your new CRM platform will be a success.
At Marks Group Live, we offer the training needed to master Zoho. From live webinars to one-on-one support, our members have access to a wide range of learning options. Sign up for our Zoho training membership today!