Scribd Logo
Upload

Welcome to Scribd!

  • Notes On CRM Implementation Challenges

    Uploaded by

    AKSHADA FEGADE
    11 views6 pages
    The document discusses the major challenges of CRM implementation including convincing people to change, getting management approval, handling data security, leaving old software, time and cost of implementation, technology trust, choosing the wrong CRM, lack of scope clarity, and managing integrations. It then provides tips to overcome these challenges such as defining goals and strategy, choosing the right CRM system, training and engaging the field force, maintaining and updating clean data, and regularly evaluating and improving the CRM system.

    Original Description:

    Original Title

    Notes on CRM Implementation Challenges (2)

    Copyright

    © © All Rights Reserved

    Available Formats

    PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    Report this Document
    The document discusses the major challenges of CRM implementation including convincing people to change, getting management approval, handling data security, leaving old software, time and cost of implementation, technology trust, choosing the wrong CRM, lack of scope clarity, and managing integrations. It then provides tips to overcome these challenges such as defining goals and strategy, choosing the right CRM system, training and engaging the field force, maintaining and updating clean data, and regularly evaluating and improving the CRM system.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
    11 views6 pages

    Notes On CRM Implementation Challenges

    Uploaded by

    AKSHADA FEGADE
    The document discusses the major challenges of CRM implementation including convincing people to change, getting management approval, handling data security, leaving old software, time and cost of implementation, technology trust, choosing the wrong CRM, lack of scope clarity, and managing integrations. It then provides tips to overcome these challenges such as defining goals and strategy, choosing the right CRM system, training and engaging the field force, maintaining and updating clean data, and regularly evaluating and improving the CRM system.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
    of 6

    CRM

    Implementation
    & Challenges

    9th Sept’23
    High cost,
    Insufficient time,
    Bad data quality,
    Lack of
    communication, and
    Limited technology
    and IT capabilities.
    Principal factors of CRM Roadblocks -

    Process Perception

    …Should see as a job enabler

    Privacy Politics
    9 MAJOR CRM CHALLENGES

    1.Convincing Your People to Change


    2.Getting Approval from Management
    3.Handling Data Security
    4.Leaving Favored Programs and Software Behind
    5.Dealing with the Time and Cost of CRM Implementation
    6.Trusting the Technology
    7.Choosing the Wrong CRM
    8.Lacking Scope Clarity
    9.Managing Integrations
    How to Overcome CRM Challenges…

    1
    Define Goals & 2
    Choose Right CRM 3
    Train & engage field
    Strategy System force
    Align with customer Communicate benefits to
    Consider factors - budget,
    segments, value proposition, HCPs – Training
    business size, therapy, HCP
    vision, mission &
    needs Reward & Recognize efforts
    competitive advantage
    Compare different CRM vendors, Proper & Consistent CRM -
    Define KPIs & metrics to platforms & evaluate their
    tack progress & impact reliability, security, scalability & Listen feedback & suggestions
    support from field, Involve in planning
    How to Overcome CRM Challenges…

    Maintain and update data Evaluate & Improve CRM system


    4 5

    To ensure HCP satisfaction & loyalty – Monitor & evaluate CRM system regularly,
    Data should be clean, complete, accurate, using relevant metrics - CLV, conversion &
    latest, updated, consistent & relevant. retention rate. Identify Strengths & Weakness.

    Establish data quality standards, procedures Adapt & adjust CRM system to changing customer
    and assign roles & responsibilities for data needs, expectations, and preferences. Look for
    opportunities to enhance CRM system and add new
    entry, validation, and maintenance
    features or functionalities if reqd.

    You might also like