According to a Harvard Business Review article, when executives are asked if a CRM is helping the growth of their business, close to 90% responded that it did not.

Although this may be a high level view with bias – estimates have the success rate of over a CRM project below 66%.  This stays true for other system implementations as well, how can you ensure the proper implementation?

-Have a plan: Create a project plan

-Involve stakeholders from all affected areas: 

-Create the right structure to collect and share data:

-Ensure that the system is created to increase productivity:  many are tasked with being a reporting tool.

If you’re looking to discuss technology optimization contact us today or visit our homepage.

If you’re looking to discuss technology optimization contact us today or visit our homepage.

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