5 Common CRM Selection Mistakes and How to Avoid Them

5 Common CRM Selection Mistakes and How to Avoid Them

There are a few common CRM mistakes to avoid before you pick a solution.

If you’ve had a failed CRM experience in the past, you should examine this list carefully to identify any underlying reasons it may have gone wrong.

The most common CRM selection mistakes across varying industries and businesses include:


1. Refusing to examine the real issues driving the need for CRM and thinking CRM will “magically” solve all of your business process problems on its own without any support from the CRM users or admin.

CRM is not a one-and-done, magic, cure-all. Yes, it has a TON of benefits, but if you fail as a team to address the concerns you have, it’s unlikely they’ll be solved with the right technology!

Talk to your CRM partner to address your pain points. They are available to help you navigate, close gaps, and improve outcomes.


2. Not considering the end-user from the beginning and how it will make their days easier (or harder, if not considered).

If your system won’t benefit your end-user, it won’t do your organization much good as a whole.

Know each user’s daily funcationality to ensure the system you select will help them flow better in their daily processes.


3. Putting the selection priority on the technology and not your team members’ needs or your business processes.

Working with your CRM partner to identify your business processes, strategies, and values will help ensure that your technology properly reflects what your business looks like in its day to day and is properly representing all user functionality.

Communication is key to avoid this common selection mistake!


4. Being overly ambitious and creating an overwhelming experience for your users as a result. This often leads to overly-complex system design and no to low user adoption!

Many organizations run into issues over-designing and over-complicating their CRM systems when first selecting, designing, and implementing it. The system does not need to be overly-complex to thrive.

The technology will evolve and change over time, but it’s important to celebrate small wins along the way. When first starting out during the selection period, be rational and mindful when it comes to considering all elements and users that will be affected by this business choice.


5. Not clearly defining the goals of a CRM project from the beginning and failing to help your team understand its purpose and value as a result.

Communication is key – we can’t stress that enough!

It is crucial you properly articulate your goals and purpose with CRM among your users/team and partner so that you choose a system that will be able to help you meet those goals in the short and long term.


During the CRM selection and buying process, you will want to take a closer look at your current business processes to identify real pain points that your team and businesses are currently experiencing.

Conduct an internal analysis of the current state of your business versus the desired future state. Dive deep into this to cover all of your bases and ensure everything you want out of your CRM system and project is accounted for!

But, this is just the start…


Get more tips for CRM project selection success when you read Ledgeview’s latest eBook, “CRM from A to Z.” Explore this sub-topic in Chapter 7.

Download your complimentary copy here.

Contact Us Today

To learn more about Ledgeview’s Expertise

Related Articles

ADDITIONAL POSTS