Sonoma Partners Microsoft CRM and Salesforce Blog

eBook: The Trail to CRM Triage

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So your first attempt at implementing a CRM system didn't go as planned. Did you know that an astounding 63% of CRM initiatives fail? And they fail for lots of different reasons:

  • Lack of ownership
  • Lack of system management
  • Lack of priority on project's success
  • Inadequate planning and road-mapping
  • Specific partner shortcomings

Maybe your previous partner over-promised and under-delivered. Perhaps there was a lack of planning and poor communication that led your system to its inevitable downfall. Maybe the final product could be described as lackluster at best; it looked great but it didn't really do anything. Or maybe, the project went swimmingly and you're elated with the final product but no one is using it.

Regardless of the reason, we've seen and rescued our fair share of poor CRM deployments. If it makes you feel any better, you're not alone. 

If your previous attempt at CRM left you with a plundering system and an overall sense of frustration, don't give up just yet. A well implemented CRM can do much more than manage prospects, contacts, and sales pipelines. A successful CRM system can help you meet your company's business objectives and ensure that you compete successfully over time.

Download our new eBook, The Trail to CRM Triage, and follow these five steps to guarantee CRM success the second time around. 

Topics: CRM Best Practices CRM Upgrade