Implementing a CRM can be a difficult task with many hurdles in the way of success. To help you avoid the obstacles we have made a short presentation of 7 reasons why your CRM isn't working.

1. SEVEN
REASONS WHY YOUR
CRM ISN’T WORKING…
www.ebsta.com @ebstahq linkedin.com/company/ebsta
THE

2.
Allocate a leader. Someone who is responsible for
implementation, teaching best practice, auditing quality and
setting the guidelines.
HAVING A DEDICATED ADMIN

3.
How can you you streamline your business processes?
How can you provide better customer service?
How can you make every department more effective? You
won’t without a clear path.
LACK OF OBJECTIVES

4.
CRM must be embedded into daily processes from the top
down if it isn’t in the CRM, it doesn’t exist!
VIEWING CRM AS A PIECE OF TECH
RATHER THAN A METHODOLOGY

5.
INCORRECT RECORDS
Keep your data tidy! Delete duplicates and monitor data
quality.

6.
Make the process as simple as possible customize fields to
fit your business, and plugins that drive productivity and
organize training sessions to improve skills.
THE INCREASED LABOUR

7.
LOW EMPOWERMENT
Get your users involved and give them ownership of the
project. Make sure the employees and managers are
motivated and understand how CRM can help them.

8.
LOW COMMITMENT
Be confident in your application of CRM and stick to it. It’s not a
small change and takes commitment in order to make it work.

9.
Great CRM strategy is paramount to running a customer focused
company. We hope you enjoyed these tips.
PROBLEM SOLVED
www.ebsta.com
@ebstahq
linkedin.com/company/ebsta

10. SEVEN
REASONS WHY YOUR
CRM ISN’T WORKING…
✔ View customer records alongside LinkedIn profiles
✔ Get alerted when LinkedIn profiles match a Salesforce record
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