Unlocking Success: Four Keys to Flawless CRM Implementation

Expert Strategies and Proven Tactics for Seamless Integration and Sustainable CRM Success.

Unlocking Success: Four Keys to Flawless CRM Implementation
Unlocking Success: Four Keys to Flawless CRM Implementation

Proper planning is pivotal when acquiring a new CRM system, ensuring employee engagement, system selection, and process readiness, oversight in this phase leads to avoidable pitfalls like employee resistance and software functionality gaps.


CRM Pitfalls Unveiled!

Excess of Data

Begin by collecting important customer information in your CRM system, avoiding an overwhelming influx of irrelevant data at the beginning to ensure smooth and efficient utilization.

Discrepancies in Data

Train employees to enter data accurately and consistently in your CRM system. Use automation to prevent mistakes and gain trust in the system for reliable information management.

Success metrics not defined

Measure CRM success by setting pre-go-live metrics, tracking user experience, ensuring realistic goals, and actively seeking user feedback for continual improvement.

Mobile Barriers

When implementing CRM, prioritize mobile access for remote employees. Easily incorporate features like scanning cards, importing photos, making calls, and accessing contacts.

Automation Features in CRM

Lead Nurturing

Customer Engagement

Marketing Productivity

Sales Revenue

Excess of Data

You aim to encompass the entirety of your customer data within a CRM platform. Nevertheless, you desire to refrain from excessive measures in the initial stage.

When sales and marketing staff members start inputting contact details for their prospects and existing clients, it is advisable to request them to include only vital information.

They can include additional notes and details afterwards, but introducing an excessive number of input sections rapidly can lead to an overwhelming abundance of data, much of which may be needless.

Discrepancies in Data

The implementation of the CRM system will entail the management and upkeep of an extensive array of customer information, along with various other forms of data. Ensuring the precision and uniformity of this data is crucial.

Educate your staff on the correct method of inputting this data, and utilize automated software to eliminate the error-prone task of manual entry. It is important for teams to have faith in the new solution, which can only be achieved if the data is accurate.

Discrepancies in Data
No Defined Metrics of Success

No Defined Metrics of Success

After finishing the implementation process of your CRM, how will you determine if the project has been successful? Well in advance of launching, establish measurements for important business aspects that will be impacted by the new system.

Afterwards, monitor the performance of the recent technology in terms of benefiting your team members. Ensure that the objectives you establish are practical and achievable, and promote user opinions at every phase to comprehend the efficacy and shortcomings.

Mobile Barriers

Nowadays, we are highly attached to our devices. Studies reveal that approximately 73% of individuals utilize their own smartphones for work purposes. Ensure employees can access CRM technology remotely/in the field.

Investing in a CRM with mobile capability allows you to integrate it with other native mobile capabilities :

  • Checking business cards
  • Uploading pictures
  • Placing phone calls
  • Reaching contact information
Mobile Barriers

Seeking CRM assistance to upgrade from CSV?

Get a Free CRM consultation to help you transitioning from CSV to CRM.

At Mekanys, we specialize in Salesforce Implementation, Customization, and Integration to drive business growth and streamline sales processes.

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Nicoleta Zavtoni

"If you want to live a life you've never lived, you have to do things you've never done."