When many companies start implementing customer relationship management (CRM), they dive right into the deep end. But when you’re implementing a CRM system, you must take a lot of steps to get the most from your system. So you should start by testing the waters and making sure you can swim.
When it comes to CRM, you shouldn’t be slacking. Instead, think about these 5 things you may be lacking:
Lack of Planning
When it’s time to implement CRM, it’s common for companies to only plan for the near future. They know they have an immediate need, and they want to get things rolling. So they figure they’ll deal with the rest later. But if you don’t plan for the future, it can cause headaches before you get very far down the road.