The Five Old School Fundamentals For CRM Success

I interviewed 58 business and IT executives to uncover best practices for wringing more value from CRM deployments. I found that successful companies focus on five proven strategies. Attention to discipline in execution is what sets CRM winners apart.

1. Redouble efforts to promote user adoption. New CRM processes and technologies that have a clear benefit for users but are not properly introduced to the organization will not be adopted. These initiatives can quickly grind to a halt when they run up against "not invented here" (NIH) attitudes of users who feel that they have not been consulted about their needs. A good example of how to bring users into the fold is a multinational bank that I interviewed that had more than 3,000 CRM users. It invited 84 users to participate directly in the CRM vendor selection decision. These users attended videoconferences to review vendor solutions and then voted for the one that best fits their needs. This was followed by a series of Webinars that enabled users from around the world to view and critique prototype solutions developed by the CRM team. Finally, the end solution was tested in pilot programs in four countries. This process built a strong user constituency that eagerly embraced the final solution.

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