Do’s and Don’ts to Success of your CRM project:

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’s

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’ts

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.