15 Practical Challenges in CRM Implementation

15 Practical Challenges in CRM Implementation

Plan vs Reality small

Challenges in CRM Implementation can be broadly categorized into:

  1. People Challenges
  2. Technology Challenges
  3. Business Process Challenges
  4. Other Challenges

People Related Challenges in CRM Implementation

#1 Lack of senior management sponsorship

challenges in crm implementation - lack of mgmt support


  • CRM initiative solely driven by IT team without management buy-in.
  • Business users unclear or unconvinced on benefits of CRM.
  • Management not willing to commit to enforce CRM adoption.
  • Underestimating Change Management demanded by CRM.

Mitigation – Having an internal CRM champion from executive management.

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CRM for Life Insurance Organizations


SimpleCRM to provide Lead & Case Management Solution to one of the largest Life Insurers in Southeast Asia

SimpleCRM will provide Lead & Case Management solution to one of the largest Life Insurance organizations in Southeast Asia. The solution is expected to expand the Life Insurer’s existing customer base and streamline its support operations. The company zeroed in on SimpleCRM as the most cost effective, enterprise ready CRM for Life Insurance operations with comprehensive Sales Automation and Multi-Channel Customer Support capabilities.

SimpleCRM Lead & Case Management solution will enable the company to:

  • Automate lead management, opportunity management, follow-ups and other sales related tasks.
  • Consolidate information and enable management to have real-time, accurate reports that greatly enhances the sales funnel visibility and forecasting
  • Leverage existing customer data for sending offers, promotions and updates via email, SMSes or outbound tele-calling campaigns.
  • Link social media campaigns to SimpleCRM and directly capture leads in the Lead Management System.
  • Run Multi-Channel Support Centre to eliminate customer aggravation when they are forced to identify themselves repeatedly or CSR not being up-to-date on prior conversations.
  • Streamline and boost service operations and enabling up-sell/cross-sell.

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