6 Deadly Sins of CRM

In an ironic twist, the number of solutions to various problems has actually become problematic. The sheer volume of potential solutions to common issues that come up in the sales world has become overwhelming, and it can be difficult to choose the right one. Companies attempt to hunt for the best possible solution, but often times the financial outlay is considerable. When a company eventually does decide to make a purchase, it becomes even more expensive because these solutions require regular, yet costly updates.

Wouldn’t it be beneficial and hassle reducing to have the solution? Like, a CRM that does everything you need? Yes! In order to understand that you’re making the most of your single solution, there are 6 deadly sins to avoid when choosing and implementing a CRM.

Nikolaus Kimla’s ebook, CRM Coming Back from the Dead: CRM in the Digital Revolution explores these deadly CRM sins.

Here are the 6 deadly sins of CRM:

1. Don’t be a “big brother”: If a CRM software is enjoyable, and the sales manager empowers their sales staff to utilize it, there is less need for monitoring.
2. Don’t make an easy system complex and difficult: A CRM should be customizable so that it is easy to use. Customization should be targeted to helping users do their jobs better by making things simpler.
3. “Always access” to CRM: A good CRM should allow for use online or offline.
4. Don’t kill your adoption rate before you’ve even started: If your CRM is complex and difficult to use, the sales team will be less inclined to utilize it. Keep it simple, and get a better adoption rate.
5. Don’t make CRM an island: CRM should be integrated into other tools, systems, and protocols that are used by the company. Integrating it ensure that it fits seamlessly into the day to day operations that are already in place.
6. Don’t choose a CRM that is slow to set up: When a CRM is difficult to use and requires an extensive training period, the motivation to use it declines.

To read more about CRM solutions, check out 4 Reasons Financial Services Needs a Leading-Edge CRM Tool. If you’re ready to integrate an efficient solution with a CRM that avoids the 6 deadly sins, visit Pipeliner CRM for your free trial.