CRM Implementation: 5 Mistakes to Avoid

Most failed CRM projects start with buying licenses instead of describing processes.

Mistake 1. No measurable goal

«We want order in sales» is not a goal. Reducing the deal cycle by 15% is.

Mistake 2. Copying someone else's pipeline

Stages must reflect your reality, otherwise managers will work around the system.

Mistake 3. Too many fields

Every required field is a reason to fill the CRM at the end of the day «somehow».

Mistake 4. Ignoring integrations

Email, telephony and the accounting system must exchange data automatically.

Mistake 5. No training or support

People adopt a tool when they understand the benefit for themselves.