Reason No. 1. Expectations for CRM exaggerated

Problem. A lot of companies have a negative perception of CRM. They believe that purchasing it will instantly increase sales and allow departments to collaborate. When it doesn’t the business gets angry and stops using the system.

CRM is a tool for business, just like an instrument used by surgeons or a paintbrush for artists. CRM assists in business processes and analyses the performance of sales. However, there are issues that only a manager is able to fix. The system won’t likely make it possible to keep the demand for Christmas decorations up all year long for instance.

Decision. Connect the company’s requirements to the capabilities of the system. With CRM, you are able to record the tasks you want to delegate, simplify, or automate. Then see if these features are offered in the price section on the developer’s websites, or talk about it with an adviser of the CRM system you like. This way, you’ll know what the best option is for you prior to purchasing it. You run the risk that you will end up paying for a service that is not right for you or does not meet all your requirements. You’ll need to purchase additional services in this instance.

Use CRM as an instrument for solving problems. If the reports reveal that the manager’s conversion rate of requests to deals is two times lower than the other managers’ CRM program, it will assist you in determining the reason. Listen to the recordings of their conversations. The employee may be rude or rude to them, interrupting them, or simply not listening. You can either fire such an employee or teach him/her how to communicate with customers.

Reason # 2. The CRM system can’t be used to identify the actual business processes

Problem. Problem. This happens when companies want to save money and build the system on their own.

An example of this is when the owner of a clothing store for children talked about the work of his company and forgot to note that he appointed a quality inspector earlier in the month. The verification step was not included in the sales funnel. The business processes become distorted. It is difficult to tell whether a garment batch has passed an inspection. It is therefore unclear which time you should take it to the store.

Decision. Consult an analyst in your business. They will evaluate your business and help you to describe the procedures. Drawing on experience, the implementation team will design an effective CRM that can solve the issues currently facing you. The system will automatically start functioning properly, and you don’t have to establish it. This will help you save time.

Reason # 3. The CRM is not compatible with the current software

Problem. Problem. Workers are able to work in several applications simultaneously in a bid to duplicate data from one to another. Sometimes, they send incorrect data or fail to transfer the data.

Let’s say we’re talking about the sales and accounting departments of a furniture maker. So, the sales team implemented CRM and their managers started closing deals. The accounting department uses an alternative method. Managers are responsible for bringing deals to the Payment stage. They manually transmit information regarding the sale to the accounting department. A few days later, the accountant is contacted to confirm that the payment was received so that he/she can transfer to the next step and begin fabricating the couch. And since there is no automatic information exchange between departments, customers have to wait longer for their orders.

Decision. Choosing the best crm software for a moving company, make a list of software that you have already used. To determine if these programs can be integrated with the CRM of your choice and then contact an implementation expert. If not they will inform you what services should be replaced with analogs that are already integrated into the CRM.

You will need to pay additional money to developers to integrate services that you don’t know.

Reason No. 4. Employees don’t use CRM

Problem. It happens frequently that the CRM is introduced, but employees still work in the old method: manage the customer database in Excel and type contracts in Word. The reports don’t show all the information in the system. This happens for several reasons:

  • Subordinates and superiors can make use of the system, however, not their superiors.
  • The employees are afraid that their bosses may be aware of how hard they do their work.
  • Employees aren’t able to be able to master new software since the old one still works in some way;

Subordinates are totally demotivated because of the inability of their superiors to utilize the system.

Here’s an example of this: the commercial director of a marketing firm didn’t use CRM. He worked the old way. He set goals by phone and asked to have Excel reports be delivered to him by e-mail. Subordinates did the same job repeatedly: they duplicated data into different programs, using the old email client and the corporate phone. They quit the job since they weren’t motivated to work in the system.

Decision. Here are some ways to get employees to use CRM.

  • The system must be compulsory for all, even the managers. Formalize an order that describes the new procedure for completing the tasks instead of watching a series on dramacool.
  • Instruct them in the system and use it. The most fundamental motivational factor is the bonus to people who work in CRM.
  • Learn how to utilize the system: conduct a session of training, make videos or write articles that include instructions, give an exam.

Choose a person to be who is responsible for the implementation of CRM and then train them to operate in the system. This should be someone who has a good reputation with the employees – either a department manager or an experienced colleague. They will assist in training people as well as collect feedback and examine it.


Here are some rules to avoid common CRM mistakes:

  • Third-party software and services must be eliminated. An expert in CRM implementation can provide you with the analogs it has. If you’d like to keep your application and not integrate it with CRM, you can contact the developer to establish integration between CRM and it through an API.
  • Don’t cut corners for implementation. Hire an implementation team: an analyst who will study and explain business processes, and an implementation specialist who will set up the system in a way that is reflective of the actual work of the business.
  • Learn your employees how to use the system and make it mandatory for everyone. Select the person who is responsible for the program’s implementation. It will be easier for people to adjust to the new system when they are assisted by someone who has experience working with the program.
  • Do not think that the system to solve all your problems. It’s an instrument.