CRM selection process is among the most important IT decisions Businesses take. Deciding on a CRM to Migrate from Spread Sheets or internal Be-spoke app doesn’t quite stop with the decision. There are a few myths around the actual CRM Implementation that happens after the selection. Top 7 myths on CRM Implementation follow.
- CRM can be implemented by in-house team –
You can make Pizza at home – nothing wrong; why do you still prefer going to pizza hut? That’s the same with implementing CRM with a manual. Know a few Tech companies which have implemented CRM on their own. They did not face roadblocks until their Business goals evolved and they started scaling quickly. Leave aside implementing CRM, it is suggested to consult with a specialist before procuring a CRM in the first place. Every Business is unique, the requirements are unique; is it important to assess before putting money on the table. - CRM can help migrate your manual data or Excel data in no time –
Agree that it’s easy to migrate, but the purpose of CRM is fulfilled only when the data start making sense. Few million spread sheets can be moved to the cloud in no time using tools like Data Loader, but what about notes, attachments, comments which lie in different columns in every Excel Spreadsheet. Touch of button migration is a Salesy Tactic, have never seen any business cases on these lines. - Employees will Resist to use CRM –
Yes, though this is close to the truth, but employees start seeing the benefits by the end of first month. In corporate America (and beyond), it’s all too easy to become complacent and it shouldn’t come as a surprise as to why. Only because It’s simply easier to do things “the old way” rather than adapt to something new and spend time on it while adapting. - Implementing CRM is really expensive –
This holds true only when a Small and Medium Business tries to approach an Enterprise CRM Implementation company. Most of the Enterprise Partners want to focus on Enterprises. However, there are a handful of company at every major US city which prefers working with Small and Medium Businesses.
Here are the Suggestions –
- Check their Proficiency in understanding your Domain
- See the case Studies to understand their capability
- Ask them the right questions
- Importantly – Negotiate and sign the SoW.
- CRM is Expensive and is only for Enterprises –
CRMs start from $9 per user per month. These CRMs could actually run a Small Sized Company pretty well. Business Processes of small and medium businesses are easily regulated, streamlined and enhanced using an efficient CRM. It is the SMBs who have benefited more after implementing a CRM as compared to an Enterprise. - CRM implementation will take too long –
It depends on how big the business is and what it is trying to achieve using the CRM. If you are a company with piles and piles of data created over the years, then of course the amalgamation would require some time. A Seasoned CRM implementation Vendor will first try to understand your vision and Business models before committing a time frame. And if it’s going to be a fresh install, it shouldn’t take much long. - CRM Won’t Work with My Existing Systems –
Any new Software won’t talk to the existing ones; Not-at-all! CRM only reaches its potential if its integrated with existing Software using Tools like Zapier or MuleSoft or Dell Boomi or Informatica, etc. There are few proven market place Tools which is used for integrations and migration purposes (not limiting the help of Postman). Not just Existing systems but with acquisitions and mergers, a Business ends up having more than one instance of CRM. Again, the cloud has become the great equalizer when it comes to compatibility, and vendors continue to make it easy to integrate systems, including CRM, with other software already in use.
With all these said and done! It is best to consult a Top CRM Implementation Company to help suggest the right CRM that will suit your specific Business requirements.
