Main Problems of Implementing a CRM System

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Setting up reports and templates — an internal expert, programmer or other IT specialist who understands the topic will have to work (long and hard) on this advanced stage. Ready-made reports and templates of documents, mailings, etc. will be a great help in the work of managers and will allow speeding up some business processes. Another advantage is that unified documents are easier to analyze.

Assigning access rights - this task should be performed by the implementation project manager or system administrator. Each employee should be delegated powers in the system that correspond to their position and level of trust in them. This setting should not be ignored if you are concerned about information security.

Setting up backups — backups of databases, settings, configurations are mandatory, although many continue to ignore them. And in vain: backups are a guarantee of productivity, security and protection in non-standard situations (from force majeure to the actions of an overly active employee).

The start of operation and training does not interfere with the process of business logic refinement. If you are absolutely sure that you will need additional specific things, you can order the refinement right away. The second option is to work for some time in the CRM system, set up business processes and department interactions, and then think about what is missing in the work and contact the vendor.

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Sometimes clients entrust the revision to a freelancer, considering this option cheaper. But, as is well known, a miser pays twice: no freelancer has yet managed to comprehend the logic of pastors in the us email list the system in a short time and harmoniously fit a revised report or component into it. Therefore, it is better to immediately contact the developer of the CRM system - this will save time and money, having received a successful result.


The first and probably the main problem when implementing a CRM system is the unwillingness of the company's personnel to work in it. This is quite understandable: employees simply do not want innovations that overload their heads with information, many are sure that automation does not simplify, but complicates the work. Almost all businessmen have to face this.

Moreover, few employees are happy with the fact that now all their actions will be clearly visible to management - therefore, no one will be able to cut corners.

6 Main Problems of Implementing a CRM System

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It happens that the staff puts up a strong resistance to innovations, simply ignoring the demands of the management. The best thing to advise in such a situation is to get rid of such ballast: there is no sense in it anyway, it only complicates the life of the company.

And for those employees who are simply wary of innovations, it is advisable to explain what such changes give to the business and everyone who is related to it. The first positive results of the new CRM system will convince those who doubt its advantages and conveniences. This means that over time, a full understanding of all the advantages of the service will come.

It would be good to develop a system of rewards for specialists who will show maximum diligence in mastering the new CRM system, and punishments for saboteurs.

The second, no less pressing problem, associated, for example, with the implementation of CRM in sales, lies in the incorrect work with the company's management service.

If the manager himself is not completely clear about the purpose of installing a CRM system, its functional and management capabilities, then what can we say about the perception of the innovation by subordinates.

The third problem, which will be followed by other unpleasant surprises at the stage of CRM system implementation, is the lack of instructions and rules for working with it. Even if this is the simplest version of the product, at the initial stage of its use, each employee may have questions.

If a company has a couple of specialists, the problem can be resolved with the help of technical support, but when there are ten or more managers, the presence of any kind of ambiguity is fraught with sabotage: without finding answers, the staff simply will not use the program, arguing that it is difficult to work with.

Naturally, this is unacceptable. Therefore, it is necessary to create regulations and clear instructions for working with the CRM system.

Collect typical problems in one document or file and provide an algorithm for solving them, provide instructions on how to fill in certain fields of documents, maintain a client base, etc.