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OnePageCRM

The Challenges of Small Business
CRM Implementation
Common Reasons Why CRM
Projects Still Come Unstuck:
• Selecting technology – a third of problems were
related to technology deficiencies, such as
perceived shortcomings in vendor solutions
(30%), a lack of skills needed to implement the
solution (23%) and system performance shortfalls
(19%).
• Implementing customer-centric behaviours – 22%
of problems reported related to ‘people’ issues,
including slow user adoption (49%), poor change
management and training (36%) and difficulties
aligning culture with new ways of working (15%).
Embracing Your CRM
• It’s difficult to understand how something such as CRM
can be so important to a small business and still have
as many problems. However, a lot of the problems are
not so much the systems fault but the users as you
seen before. If you want a successful CRM solution for
your SMB you must be ready to adapt. Change must be
embraced. There are many CRM software applications
from which you can choose that will improve a small
business.
• Forrester Research has cited user adoption as the main
cause of CRM failure. 70% of cases it surveyed stating
this was an issue
In-House Expertise
• When a CRM system is in place, a SMB needs expertise to
utilise it. Making the most of what is available to you is
important. Ensure you have the capabilities to avoid these
problems highlighted in a recent survey:
• 61% of top users say collecting the right data is challenging.
• 72% of top performers claim that one of the most
challenging aspects is customizing CRM to maximise its
benefits.
• 42.9 of SME respondents were found to use less than half
of their existing CRMs Functionality.
• 60% of SMBs still report struggles on their journey to
seamless data sharing.
The Solutions
• Take your time deciding on which CRM system
best suits your needs. Don’t rush and make
hasty decisions. Take all the different factors
into account.
• Make sure you create a viable, realistic and
efficient strategy for your CRM solution.
• Take time to teach end users. Make sure
everyone is open to change. Inform all
peoples of the benefits of the new solution.
Best Choice: OnePageCRM
• Ease Of Use: Free Webinars to train users.
• Increase Sales: Our small business CRM is focused on
sales activity. Using a dynamic list of "Next Actions" for
every prospect or customer, you will in a natural way,
move prospects and customers through the sales
funnel towards a sale.
• Manage Contacts: OnePage lists your contacts
according to their associated sales actions. This
certifies actions are taken when required helping to
ensure that your customers don’t fall between the
cracks. A tradition A-Z index of your contacts is also
available.
Best Choice: OnePageCRM (cont..)
• Save Time And Money: All the information you need to add and
view is presented on one rich user experience screen. This allows
small business owners to spend reduced time working on sales
which cuts admin costs and frees up time for other business tasks.
• Improve Focus On What’s Important: OnePage’s unique design
provides clear focus on two aspects in sales: 1. What set of
contacts/deals should you be focusing on and 2. What’s the next
action required to move these forward.
• Try our free trial today: http://www.onepagecrm.com
References: http://www.smartinsights.com/customer-relationship-management/e-crm-strategy/crm-2014/
http://www.max.co.uk/media/images/client-files/pdfs/white-papers/5_Top_CRM_trends_in_2014.pdf
http://www.themaplegroup.com/casestudies/Gleanster-CRM-for-Small-and-Midsize-Businesses.pdf
http://www.themaplegroup.com/casestudies/Gleanster-Deep-Dive-SMB-CRM-Success.pdf
http://www.siliconrepublic.com/business/item/9349-sme-staff-resistant-to-crm
http://www.eweek.com/it-management/small-businesses-adopting-crm-struggling-with-data-integration/

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OnePageCRM: Small Business CRM Challenges.

  • 1. OnePageCRM The Challenges of Small Business CRM Implementation
  • 2. Common Reasons Why CRM Projects Still Come Unstuck: • Selecting technology – a third of problems were related to technology deficiencies, such as perceived shortcomings in vendor solutions (30%), a lack of skills needed to implement the solution (23%) and system performance shortfalls (19%). • Implementing customer-centric behaviours – 22% of problems reported related to ‘people’ issues, including slow user adoption (49%), poor change management and training (36%) and difficulties aligning culture with new ways of working (15%).
  • 3. Embracing Your CRM • It’s difficult to understand how something such as CRM can be so important to a small business and still have as many problems. However, a lot of the problems are not so much the systems fault but the users as you seen before. If you want a successful CRM solution for your SMB you must be ready to adapt. Change must be embraced. There are many CRM software applications from which you can choose that will improve a small business. • Forrester Research has cited user adoption as the main cause of CRM failure. 70% of cases it surveyed stating this was an issue
  • 4. In-House Expertise • When a CRM system is in place, a SMB needs expertise to utilise it. Making the most of what is available to you is important. Ensure you have the capabilities to avoid these problems highlighted in a recent survey: • 61% of top users say collecting the right data is challenging. • 72% of top performers claim that one of the most challenging aspects is customizing CRM to maximise its benefits. • 42.9 of SME respondents were found to use less than half of their existing CRMs Functionality. • 60% of SMBs still report struggles on their journey to seamless data sharing.
  • 5. The Solutions • Take your time deciding on which CRM system best suits your needs. Don’t rush and make hasty decisions. Take all the different factors into account. • Make sure you create a viable, realistic and efficient strategy for your CRM solution. • Take time to teach end users. Make sure everyone is open to change. Inform all peoples of the benefits of the new solution.
  • 6. Best Choice: OnePageCRM • Ease Of Use: Free Webinars to train users. • Increase Sales: Our small business CRM is focused on sales activity. Using a dynamic list of "Next Actions" for every prospect or customer, you will in a natural way, move prospects and customers through the sales funnel towards a sale. • Manage Contacts: OnePage lists your contacts according to their associated sales actions. This certifies actions are taken when required helping to ensure that your customers don’t fall between the cracks. A tradition A-Z index of your contacts is also available.
  • 7. Best Choice: OnePageCRM (cont..) • Save Time And Money: All the information you need to add and view is presented on one rich user experience screen. This allows small business owners to spend reduced time working on sales which cuts admin costs and frees up time for other business tasks. • Improve Focus On What’s Important: OnePage’s unique design provides clear focus on two aspects in sales: 1. What set of contacts/deals should you be focusing on and 2. What’s the next action required to move these forward. • Try our free trial today: http://www.onepagecrm.com References: http://www.smartinsights.com/customer-relationship-management/e-crm-strategy/crm-2014/ http://www.max.co.uk/media/images/client-files/pdfs/white-papers/5_Top_CRM_trends_in_2014.pdf http://www.themaplegroup.com/casestudies/Gleanster-CRM-for-Small-and-Midsize-Businesses.pdf http://www.themaplegroup.com/casestudies/Gleanster-Deep-Dive-SMB-CRM-Success.pdf http://www.siliconrepublic.com/business/item/9349-sme-staff-resistant-to-crm http://www.eweek.com/it-management/small-businesses-adopting-crm-struggling-with-data-integration/