Mistakes to avoid when implementing CRM:

Ignoring overall business strategy

Choosing an inflexible CRM software package

Buying hard to use CRM software

Letting CRM become an IT project

Inadequate training

Restricting who gets access to CRM

Not determining your business requirements

Choose your CRM system wisely. CRM systems, by design, are intended to serve management, not the salesperson or the customer. Before implementing any system within a business, you should be asking yourself three questions:

1. Will this serve our customers (enhance their experience)? If so, demand proof from the software company.
2. Will this enhance our sales efforts (make it genuinely easier to SELL)?
3. Will this genuinely enhance our bottom line (in other words, will this p roduct actually pay for itself, and then some)?

Most of them fail dismally on all three accounts

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