CRM Platform Myths: Dispel Misconceptions with Real Facts

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CRM Platform Myths: Dispel Misconceptions with Real Facts

Customer relationship management software appeared a few decades ago along with numerous CRM platform myths created by its users. Obviously, the focal point of any technology is to simplify processes, but CRM puts the building customer-company relationships on the main stage.

We come to grips with the fact that choosing, implementing and making CRM ready-to-use are quite challenging and time-consuming procedure. It is also surrounded by various first-hand gruesome stories. So, here is the list of the most spread CRM myths and facts that will overturn these misconceptions.

Myth 1: CRM is a mere technology that may have positive effects and impacts on your business.

Real Fact: CRM is a software that includes business strategy building, optimizes the cumbersome sales, marketing and data managing processes, facilitates communication and interaction within and outside the company.

CRM helps to monitor and control business performance and directs company’s focus on customer needs and requirements. So, this software improves your business and maximizes the effectiveness of available resources.

Myth 2: CRM enhances only email campaigns and sales process.

Real Fact: CRM automates sales, marketing, management and data administration processes. Besides, it offers practical tools for improving the quality of customer service. The workflow and analytics show the real-time stage of every process or deal, as well as eases ROI calculation and setting up future budgets.

Myth 3: CRM platform may be integrated with existing systems.

Real Fact: Buying and implementing of CRM are a costly and time-consuming procedure. If you want to integrate CRM solution to your existing systems, it will end in a shutdown of all your software.

CRM offers you application programs that eliminate the usage of back office systems. However, you may synchronize your software with mailboxes and certain add-ons. So, CRM myth about integration is partly faithful.

Myth 4: SMBs take more advantages of CRM software for enterprises.

Real Fact: That goes without saying, small and mid-size companies require the same capabilities of CRM as large organizations and multi-level enterprises. Still, they lack such costs for buying the expensive package of numerous feature and tool sets.

Even if such a company affords this CRM software, the implementation process can last few month and fail in the long run. Apart from lost money, the company will suffer from deal and sales level dropping, poor customer service and raise of hosting expenses.

Myth 5: The CRM package includes the costs of successful implementation.

Real Fact: CRM vendors sell their software and licenses, but they don’t provide you with implementation services. However, they may recommend you a CRM consultant or agency they cooperate with. When you plan your budget on buying CRM package, make sure that you can afford third-party specialist for successful integration of your new software.

Myth 6: You don’t need to waste money on the CRM consultant, your IT staff can easily implement CRM system.

Real Fact: Some business owners try to reduce expenses and believe that their IT workers may implement CRM software successfully. This approach can be effective once in a blue moon, yet the IT guru isn’t equal to the CRM guru.

So, it is better to hire an experienced CRM professional who will implement and tailor the CRM software to your company’s needs and demands.

Myth 7: You’d better buy CRM licenses in advance, as long as your company keeps growing.

Real Fact: CRM licenses is a tricky issue. It is easier to buy additional users that utilize the unnecessary. So, it is better to package with the few licenses and add new users when the CRM software will be ready-to-use.

Myth 8: CRM data migration is an easy and effortless procedure that lasts up to few hours.

Real Fact: This CRM myth is too good to be true. The CRM data migration process is quite long and complicated. It greatly depends on the amount of the records as long as some companies gather their contacts, notes, histories, etc. for years.

Nevertheless, there are three approaches to data migration to a new CRM.

  •  The approach is heavy manual and quite time intensive. The plus is you can choose the records for migration. The drawback is that some data may be lost.
  • You can hire a web-developer who will write a migration script for your source and targeted CRM systems. The advantage is you are sure that your data will be securely transferred. The minus is the costs for services of the web-developer and time spent on script writing and the migration process itself.
  • Automated CRM data migration using online service Trujay. The merit of this method is fast, secure and hand-off switch across various CRM platforms. The disadvantage is that you may transfer only accounts, contacts, leads, tasks and opportunities due to API key restrictions and various customization of the CRM systems.

So, the CRM myth of swift and smooth data migration isn’t a fairy-tale anymore, yet the process isn’t perfect and requires some improving.

Drawing a Conclusion

As you can see, there are a lot of CRM myths - some of them false and others are partly right. However, if you come up with a decision to change your current CRM platform and implement new software, we advise you to hire a CRM professional for a successful reorganization of your company.


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