10 Common Zoho CRM Mistakes
The best way to build a successful CRM strategy is to be ready for the things that can derail your progress. CRM requires vision, foresight, and a lot of hard work. With this chapter, you can prepare for obstacles that have tripped up other people.
Not Getting Buy-In from Your Team
CRM is a team effort spanning all departments. To succeed with CRM, your entire team must be on board and take ownership of the process. When one person tries to force the CRM vision on everyone else in an organization, resentment ensues. And resistance kills a CRM implementation. Everyone must participate and believe in the why behind the CRM.
Believing CRM is about Software
CRM is a mindset and a strategy. Everyone has to change the way he or she thinks about business, and your culture must be one of open communication. Installing your CRM software doesn’t magically solve your business’s problems. Everyone must make the effort to learn and use the software every day. Each team member takes responsibility for going through onboarding and training.
Not Doing Your Homework First
You can’t just jump into a CRM and expect it to “work.” You have to take the time to understand your business. You need to build your own data structure, define your processes, and segment your customers. If you don’t take the time to do upfront work, you’ll have to go back and rework everything you started with
Not Listening to Expert Advice
Not Going through Vendor
Zoho CRM is simple to use and adapting you business to a CRM can be complicated, any way you look at it. Most businesses have complex processes that have to get cataloged in a CRM, which means understanding process, information, and the people who use them. Your vendor needs to understand all these things and help you set up your CAM in a way that is usable and makes sense for your team. Take the time to watch instructional videos, read how-to guides, and participate in interactive training.
Not Setting Up DKIM and SPF
your CRM and outbound communication to your leads and clients rely on email. If those emails land in the junk folder, your voice is never heard Setting up DKIM and SPF is a 10-to 15-minute process. Your vendor should have videos you can watch or be available to help walk you through the process.