While the importance of Customer Relationship Management in a business cannot be underestimated, the implementation of a CRM solution can be really challenging at times. For some it can seem to be so cumbersome a task that inefficient customer management is preferred instead of implementing a CRM solution. However intimidating it may be, a CRM solution does wonders for your business with minimal efforts. This is especially true for cost effective CRM solutions like SugarCRM. Implementation is a key ingredient of a standard SugarCRM development solution package. If a CRM is not implemented well, it will fall apart.
To guide you through the process, we have listed down 5 key challenges of CRM implementation along with our recommendations on how you can overcome them to derive optimum results from your CRM system.
Challenge 1: Complicated Process
Prima Facie, implementing a CRM might look like eating up the working time of your sales representatives. You might be under the impression that your employees have to keep on jumping between apps to get and feed information or to track their process. But in the real picture, a CRM is designed so as to integrate all the tools that you already use, for example, OneNote, Outlook, Word, Excel, etc. CRM lets your employees work on excel and CRM at the same time. By integrating your spreadsheets to CRM, your salespersons won’t require to go into every CRM record and update the sheets.
Challenge 2: Very few Users
Another challenge that businesses face is that not all their interlinked businesses are using CRM so how it can benefit them as their sales personnel won’t get it when they need it most? That’s not true. Today, all good CRMs support mobile devices including tablets and mobile phones that make it possible for your representatives to have virtual access to it from anywhere.
Challenge 3: No visible results
Many entrepreneurs are concerned that they have been using a CRM solution for a considerable time and still cannot see tangible results. Mostly, it’s not a CRM issue. A lack of visible results can be a documentation issue. All kind of data and business engagements are tracked through your CRM. When your executives look at the updated dashboard, they can checkout complete snapshots of how your business processes, communications, and overall performance has improved.
Challenge 4: What to do with all the data?
Everyone is aware that your CRM allows you to collect a lot of data with ease. But the challenge arises with the usability of the data. Often businesses aren’t well equipped with data analysis for drawing our conclusions from the data. CRMs often have an integrated analytics solution which helps users in deriving real insights from the CRM data. It further helps businesses to decide on data-driven business decisions precisely and quickly.
Challenge 5: Sales personnel under scrutiny
Sales representatives think of CRM as a medium of keeping a closer eye on them by their executives. But that’s not the goal of a CRM. A CRM solution is responsible for managing customer information and making it available to all stakeholders through a simple interface for quick and data-backed decision making. Neither should sales reps misconstrue the real purpose of a CRM, not should their managers misuse CRM.