How to Plan CRM

There are some statistics for CRM that give it a bad reputation...

  • "70% of CRM initiatives fail to achieve their expected objectives" - source: Cap Gemini Ernst & Young
  • "90% of businesses can’t show a positive return on CRM" - source: Meta Group
  • "75% of CRM initiatives fail to substantially impact the customer experience" - source: Gartner

What these numbers fail to highlight is a very crucial point. They refer to CRM initiatives that lacked an effective implementation strategy. Like most initiatives, when it comes to CRM the strategy is the difference between failure and success.

Without a committed and well developed plan a CRM project is destined to fall short of expectations. But how do you develop that strategy? And, what support will you need?

If you are looking to implement a Customer Relationship Management system our free presentation is packed with insight and useful ideas.

Watch our presentation to hear 11 essential CRM planning steps:

Implementing CRM

Many businesses increase the effectiveness of their CRM technology by utilising consulting services.

Preact will work with you to assess your processes and procedures to design solutions that address your needs effectively and economically.

The result is reduced operational costs, better client retention and CRM driven growth.

Learn more about our CRM approach and download our CRM Planning Infographic.

How to Empower CRM Users

Organisations pour tremendous amounts of time, resources and money into Customer Relationship Management systems with high expectations of increased sales, better customer service and improved operating efficiency.

The right CRM system can deliver on those goals – but only if one key component is accomplished: user adoption.

The greatest single contributor to CRM project success is getting users on board. Users must understand the benefits and work with the system on a daily basis to improve their productivity.

Your organisation must ensure the CRM platform is designed specifically to meet the needs of your users, to communicate the benefits, ensure they understand how to use the system and secure their buy-in.

Lack of user acceptance and internal support is a sure-fire way of seeing CRM initiatives falling short of expectations in the form of wasted project costs and demotivated team members.

With three decades of experience in CRM deployments, we have noticed some trends – common barriers to user acceptance that nearly all businesses face that we've shared in this free report.

Contact Us

Find out about our approach and discuss your requirements with our CRM consultants.

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