Most CRM implementations fail. This is a fact. Look it up.
In my years in the industry, I’ve worked with many vendors on the consulting side to help reduce the possibility of CRM failure. While there is a whole host of reason that failure occurs, I have a very unique perspective into one of those reasons. The Nature of Contact Information.
The nature of contact information is fairly finite (i.e. Company, URL, Name, Title, Email, Phone, Social Network membership, etc). In addition, the concept of contact information is a simple one to grasp. It is so simple, in fact, that if often gets overlooked.
One of the most important concepts in business is “be brilliant at the basics”. If you are brilliant at your basics many more complex processes will fall naturally into place. So how are you treating contact information?
The miss-handling of contact information can lead to dire consequences across your company.
Take the following work flow as an example: