Your
CRM is built to work for you and designed to succeed with you. It
processes and stores all your valuable client data while highlighting
key relationships. Your CRM even automates administrative tasks to save
your team time, so don’t compromise its value with avoidable
implementation and maintenance mistakes. Here are six deadly CRM
mistakes and what you can do to prevent them.
Mistake #1: Not cleaning your data prior to implementation
Dirty data leads to major problems. Old, irrelevant, or duplicate
data clogs your systems and skews reports, even hindering your CRM
analysis and forecasts. If you think implementing a new CRM will solve
the problem, you’re mistaken. The same dirty data will transfer into the
new CRM and your whole team will continue to operate with misleading
information. The best solution is to properly clean your data prior to
implementation. You’ll improve CRM efficiency by keeping only what’s
relevant. Additionally, data cleansing is significantly easier to do
before implementation rather than after. You will have less data to
move, quicker transitions, and be more organized, increasing your
chances for a successful result.
Mistake #2: Not understanding your sales & marketing processes prior to implementation
This mistake certainly spells disaster for your CRM implementation.
Not only will you have no idea which CRM is best for your business, but
you’ll have no clue which features are necessary to achieve your
business goals. As a result, you may end up with something ill-suited
for your specific line of work and wasteful of your valuable budget.
The easy solution is to sit down with your sales, marketing, and
service teams to get the gist of their processes. What capabilities do
they want that they don’t have now? How have their processes changed
over time and what kinds of adaptations will the software need to keep
up? You don’t have to be an expert, but understanding these concepts
will give you a good idea of the CRM features you’re looking for. Your
team is in the trenches day-in and day-out, so listen carefully to their
concerns and you’ll realize how those translate to the corresponding
CRM features. Ask them to help you by ranking their desired features
from one to five to give you a baseline for your CRM search. Learn their
processes, base your CRM choice off what you learned, and create an
implementation plan accordingly.
Mistake #3: Not following an implementation process
Another harmful CRM mistake you could be making is not following an
implementation process. According to a Merkel Group study, up to 63% of
CRM implementations fail. With a statistic like this, it crucial to
create — and stick to— a solid implementation plan. Without a plan, CRM
implementation can quickly go awry, taking too long to roll out with too
many changing variables. An implementation plan keeps your CRM project
simple and straightforward. Data will remain clear and organized, and
milestones will mark the progress of the project. If you’re unsure of
what an implementation plan should entail, a CRM consultant (like TAI!)
can guide you.
Mistake #4: Not providing training for new employees
Not only does this costly CRM mistake set employees up for failure,
but it will hinder their ability to collaborate with the rest of your
team. New employees are considered “new” for a reason; they may need
some help learning the ropes. Whether the employee is a professional or a
recent college graduate in his first entry-level position, CRM training
is key. If that individual has never used your system before, he can’t
possibly be expected to perform to the best of his ability. Obviously,
there is a learning curve, but the quicker employees move past that, the
sooner they will start to close deals and turn a profit. Hosting
training seminars and providing your team with the resources necessary
to succeed is a must. Current employees can sit in for a refresher
course or even teach new members the CRM tricks they use most. Once
everyone is on the same page, all departments will function as a true
team.
Mistake #5: Not updating your CRM as business processes change
Your business’ demands evolve over time. Forms require updates to
remain accurate and procedures that worked in the past may be inadequate
today. Keeping your CRM up-to-date helps you maximize its uses for your
changing business. New capabilities enhance the power of your data and
can simplify some of your more recently initiated processes. When a new
release comes out, make sure you investigate the features associated
with the update. Will they help your team streamline their strategies?
In some cases, a CRM update could even inspire a new process. For
example, one of the products TAI advises on recently came out with a
feature that allows sales people to instantly pull lead information from
all over the Web right into the CRM. If your company has a workflow for
lead research, how might that change with the implementation of this
new feature? An up-to-date CRM keeps your data stable as procedures
evolve so you can continually improve your CRM efficiencies for better
business outcomes.
Mistake #6: Not providing ongoing training for new CRM features & processes
This concept goes hand-in-hand with updating your CRM as business
processes change. What good does a new and improved CRM do if your team
doesn’t know how to use its new features? It’s crucial that your team
evolves with your CRM. Providing ongoing training for employees is
essential to maintain productivity levels and keep new CRM functions
from being rendered useless. The simple solution is to conduct
periodical meetings which address all new functions and how to use them.
Thus, all team members will be on the same page, your CRM and data will
continue to be updated, and you can take advantage of your data
potential once again.
Avoid these six key CRM mistakes to ward off the avoidable roadblocks
to CRM success. With the right guidance and strategies, it’s easy to
realize your data potential. Don’t forget, the knowledgeable team at TAI
is here to help every step of the way!