The DOs and DON’Ts for CRM

Posted by: BALA on  10th October 2017

The DOs and DON’Ts for CRM

When CRM systems are properly implemented, the result can be outstanding. But, for a variety of reasons, CRM projects sometimes fail. So, here are the TSG Top Ten Do’s and Don’ts to ensure the success of your CRM project:


  • DO allocate internal resources and schedule staff time specifically dedicated to your CRM project (your business partner will be able to advise you on the amount required
  • DO adopt and work to a CRM project management methodology
  • DO get buy-in from your staff-make sure they clearly see the advantages, have provided input, understand the system and are trained to use it properly
  • DO review the system on a regular basis. As your business changes, so will your CRM system. Regularly review its functionality from a process, user and technical perspective
  • DO choose a business partner that provides a full range of services, has more than one CRM software option, and can demonstrate their ability to implement your CRM system quickly


  • DON’T see CRM as just software. Even for small implementations a CRM project is a strategic shift involving staff, processes and procedures
  • DON’T choose a CRM software solution until you have carefully jotted down what you want it to do for you
  • DON’T forget to update your documentation, processes and procedures to reflect changes when you alter, update or change your CRM system
  • DON’T expect to get the ROI instantly after deploying it. Learn that it’s a gradual process.
  • DON’T stop communicating! Arguably, the most common cause of failure of CRM projects is poor communication.
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