You have to use their preconfigured sales process, their terminology, and their data format. What happens when a more efficient tool, like CRM, disrupts the established workflow?
Either that data is stranded in a separate system or missing altogether.
At the same time, these departments also have their own priorities, considerations, and ideas about how to tackle any given problem. No Executive Buy-in Having executive leadership establishes commitment and encourages collaboration between departments.
You will also find that other departments can benefit greatly from integrated customer data or cool apps that integrate with your core solution such as those found on Salesforce. First, users need to be convinced that their old data will still be available, that the new product is easy to use, and that training will be provided.
Both can be avoided during the planning phase by creating a scope statement and having all stakeholders sign off on it.
Not putting the customer at the center While CRM technology provides a wealth of tools for boosting the efficiency of your business, improving your processes, and providing insights into your sales cycle, its true purpose is to enhance your relationships with your customers.