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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Configure Price Quote (CPQ)

 

What is Configure Price Quote (CPQ) solution? Do I need it?

You might if you:

  1. Have someone who manually reviews quotes before sending to customers.
  2. Have plans to increase sales revenue and need a solid system in place to help you scale your business.
  3. Are using Word or Excel to manage leads, opportunities and produce quotes.
  4. Are frequently on the move and need easy access to latest products, product bundles, pricing, current offers, etc.
  5. Have hard time determining quickly which discounts the client is eligible

Sounds familiar?

 

Yes, but tell me more.

You may also be able relate to the following problems:

  1. Sales team is frequently sending incorrect quotes for your approval, or worse still, sending incorrect quotes to the customers.
  1. Discount approvals are not being consistently applied resulting in incorrect pricing, offering expired discounts or applying discounts to wrong products or services.

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