Top Mistakes to Avoid in Any CRM Implementation – Part 1

Posted on: August 24, 2016 | By: Craig Thompson | Microsoft Dynamics CRM

Implementing a new CRM system like Microsoft Dynamics CRM in your organization requires a significant investment of both time and money. With so much on the line, success is generally expected; but why then do so many CRM implementations fail right off the bat? Your Chicago based Microsoft Dynamics CRM partners decided to take a look at a few of the more common pitfalls that seem to plague businesses looking to make the switch to a newer CRM system and just how you can avoid them in your own implementation.

Mistake 1: No Defined Objectives

While it's true that half of the CRM implementation battle is finding the right partner, completely relying on their expertise to guide you to project success may not be the best plan of action. Your partner can only do so much depending on what you are giving them. They aren't psychic, they don't know exactly what your company's vision or goals are for the project. They can get close, based off of their previous experience in your industry, however more times than not if you do not properly think through just what it is that you are hoping to improve and what metrics are most important to your business, than your implementation will only get you halfway there. Don't be theoretical, subjective or uncertain. Know your goals and make sure that they are time bound and measurable. That way, you can track your successes.

Mistake 2: Too Much Too Soon

While having defined objectives is the surest way to get the most out of your new CRM project implementation, it's also important to realistically consider the metrics involved in a successful implementation. Taking on too much or too big of a project without fully seeing through the significant investment of time and money that it needs is risky. There's nothing worse than having to go through with 50% effort because you can't afford to go 100%. Or even worse having to stop the project early because of poor budgeting and planning. Logan Consulting recognizes the financial and timely investment that a new CRM system can cost, which is why we often suggest that our clients implement their project in phases. That way, each phase can get 150% attention, funding and training – increasing your success rate and ensuring that you and your employees are confident in your new project. Don't overwhelm your implementation team with too much too soon.

Mistake 3: Wrong Vendor at the Right Price

Who doesn't love a good bargain? Unfortunately, bargain shopping for your new CRM system can cause trouble down the line if not done correctly. CRM software is not a one size fits all solution, take the time to do your research before you settle on a vendor. Ask questions, reach out to previous clients, read case studies, ask more questions, etc. You can never really be certain enough that you are making the right choice. Even if you decide that a more expensive model is the best business solution for your organization, the money that you will be saving in the long run over customizations, upgrades and the support you will need to get this project up and running to a sufficient level will be quite significant.


Thinking of upgrading your CRM System but don't know if you're making one of these common mistakes? Stay tuned for part two of this series and continue digging deep to find your best CRM Solution. Think Dynamics CRM may be your best fit? Click here for pricing, product details, videos, helpful articles and more. Feel free to reach out to Logan Consulting, your Chicago based Microsoft Dynamics CRM partners to schedule a consultation.


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