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The seven frustrations of DIY CRM – a story

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Imagine – in a recent sales meeting it was decided that your organisation really did need a CRM.  All of your competitors, colleagues and friends now seem to use CRM.  Some of them rave about how much easier it makes work, and a few grizzle about all the data entry.  But there will always be some people who complain.  You volunteered to take this project on – it cannot be that hard – after all it is only CRM – customers, addresses and some property  viewing appointments.

Your boss – the Sales Manager – was really pleased as he really felt that it was something that he did not want to do.  This was your chance to shine.  Promotion beckoned.

Read more: The seven frustrations of DIY CRM – a story

Why CRM projects go south - Gill Walker's interview with Rashid Kotwal

Gill Walker says "I am too often distressed when I hear from people how they have taken been 'to hell and back again' by a CRM project". This is almost always because they missed one of the three key parts of the project:

  • Scoping
  • Solution Design
  • Training

In this interview with Rashid Kotwal, Gill Walker discusses those reasons, and how you can avoid the project failure caused by them. 

 

Every organisation with a CRM needs some kind of CRM support.

You may have a complex system with hundreds of users who need ongoing training.  You may need frequent custom reports.  You may be facing an upgrade, or an integration. Or migrating data from a different system after a business acquisition. You may be rolling out new functionality. You may just find that something isn’t working as expected and you need to fix it. Whatever the case, you need CRM support.

So what’s the best way to provide for it?  Can your in-house IT team support your CRM, or do you need outside help? And if you are calling in an expert, should you have a contract or just pay on an ad-hoc basis.

The decision is different for each organisation, but here are some pointers to help you work out what’s right for you.

Read more: CRM Support: Handle In-House Or Outsource?

Are you losing sales because you haven’t implemented CRM yet?

People do not buy until they are ready

Losing sales is every salesperson’s dread.  But a fundamental sales truth is “People buy when they’re ready”.

Your job, as a salesperson is to be in front of them when this happens.

If you’ve been in sales for any length of time you’ll know that it can take 5 to 9+ touches before someone becomes a client.  But how do you know who is getting close to becomeing a client?  How do you spend your effort where you will reap rewards, rather than just spin your wheels?

Read more: Are you losing sales because you haven’t implemented CRM yet?

Why CRM Projects Fail

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According to Gartner, 63% of CRM implementation projects fail to deliver on their investment.

Many people report that CRM solutions need to be re-implemented three times or more just to get it right!

And…

14% of Managing Directors want to junk their CRM platform and start over!

Given our experience rescuing CRM implementations, we’re surprised it’s not higher…

Read more: Why CRM Projects Fail

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Getting in touch with us is easy - we'd love to hear from you

Phone: +61(2) 8212 3480

Email: opsisinfo(at)opsis.com.au

Skype: opsiscrm

Postal address: GPO Box 2479, Sydney, NSW 2001

Office Address: Suite 1a,
993 Pacific Highway,
Pymble, NSW 2073

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Microsoft Dynamics 365 CE v9 training in Sydney

Opsis' training materials now cover Microsoft Dynamics 365 CE v9 so you learn the new features - as well as the existing material.

Sales & Marketing in Dynamics 365 - 7th February

Configuration of Dynamics 365 - 12th February

Automation of Dynamics 365 - 16th February

Troubleshooting Dynamics 365 - 19th February

Opsis Dynamics 365 Training schedule

Opsis also offer training on your site and other Microsoft Dynamics 365 and Microsoft Dynamics CRM training solutions.


Opsis is an expert Microsoft Dynamics 365 consulting company. Our focus is your Microsoft Dynamics 365 success - not licence sales or billable hours. As Principal Consultant, Gill oversees all business operations and strategic planning and execution, yet she still believes in offering personal attention to each and every client, so as to understand their needs and offer tailored solutions.  We are based in Sydney, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia.  We offer Microsoft Dynamics 365 strategy, Microsoft Dynamics 365 scoping, Microsoft Dynamics 365 implementation, Microsoft Dynamics 365 technical support, Microsoft Dynamics 365 advice and guidance, Microsoft Dynamics 365 training and mentoring.