The Dos and Donts For CRM

The DOs and DON'TS For CRM When CRM systems are properly implemented, the results can be outstanding. But, for a variety of reasons, CRM projects sometimes fail. So, here are the TSG Top Ten 'Do's and Don'ts to ensure the success of your CRM project: Don'ts Dos DON'T see CRM as just software. Even for small implementations a CRM project is a strategic shift İnvolving staff, processes and procedures DO allocate internal resources and schedule staff time specifically dedicated to your ČRM project (your business partner will be able to advise you on the amount required DON'T choose a CRM software solution until you have carefully jotted down what you want it to do for for DO adopt and work to a CRM project management methodology you. DON'T forget to update your documentation, processes and procedures to reflect changes when you alter, update or change your CRM system DO get buy-in from your staff - make sure they clearly see the advantages, have provided input, understand the system and are trained to use it properly %24 DO review the system on a regular basis. As your business changes, so will your CRM system. Regularly review its functionality from a process, user and technical perspective Don't expect to get the ROI instantly after deploying it. Learn that its a gradual process. DON'T stop communicating! Arguably, the most common cause of failure of CRM projects is poor communication. DO choose a business partner that provides a full range of services, has more than one CRM software option, and can demonstrate their ability to implement your CRM system quickly