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4 Challenges Met by Business Owners when Implementing CRM

4 Challenges Met by Business Owners when Implementing CRM

CRM systems aim at building communications bridges between the customers and the organizations. Businesses become successful only when they maintain good relationships with their clients. CRM implementation is a challenging procedure that requires planning, efforts, and investment.

A successful CRM implementation depends on strategies, team, and current market state. These aspects make it more challenging to implement CRM successfully. The article primarily focuses on the challenges faced by companies during CRM implementation.

Challenges Faced by Business Owners when Implementing CRM

The hurdles can be categorized into four categories: people-related challenges, technology-related challenges, procedure-related challenges, and risks. Let’s discuss these challenges in detail.

People Related Challenges

Lack of senior management support. This problem is faced when the CRM implementation is done solely by the IT team in the absence of a management team or when the advantages are unclear. It can also occur if business users are not convinced to adopt CRM.

Lack of scope clarity and over budget. This issue arises when the right resources are not supplied into the CRM system and committing insufficient time and money. Also, miscalculation of the cost of CRM implementation, building infrastructure, training, and customization causes this problem. To identify these issues, conduct workshops, and adopt Agile or similar methodology.

Lack of vendors’ expertise. Vendors who are not aware of CRM implementation challenges or do not have any prior experience dealing with CRM systems can cause a waste of time and resources. If the vendor is not prepared to deliver CRM projects or products, he may not efficiently deal with them.

Too many expectations too soon. When you try to achieve all your objectives at the initial stage or adopt a Water-Fall methodology for CRM implementation or use of complex CRM systems initially, it gives rise to challenges. Instead, opt for a small start with smart tactics and move fast to accomplish all the goals.

Stakeholders change in the middle. This problem occurs when internal CRM changes their department or leaves the organization or replacement heads with a different perspective on CRM implementation. The change of vendor also affects the progress done on the implementation. To avoid this, enlist more than one internal CRM and list the CRM project objects along with the progress made.

Procedure-Related Challenges

Impact on the business process.  It would be best if you didn’t consider CRM a modern technology system; it is also a tool for business transformation. Not adopting acceptable CRM practices and using existing ways to do things or complications in customizing CRM all lead to problems in implementation. To prevent this from happening, explain the power and importance of CRM and the need to adopt this system.

Data Migration. This challenge arises when the data to be migrated is not pre-planned. When not enough time and money invested in the cleansing and moving the data or when integration problems in the data cause this hurdle. Plan the quantity and quantity of the data to be migrated beforehand to eliminate this difficulty.

Technology-Related Challenges

CRM does not fit in. When the product does not fit the company’s requirements, it does not support multiple access options like Private Cloud, On Cloud, etc. It blocks the growth and needs for customization, or if the product is not user-friendly, it causes adoption issues. Keeping in mind the requirements of your organization when selecting the CRM product will prevent this challenge.


Change of priorities. It occurs when the goals or objectives, or preferences are changed during the CRM implementation. Changes in the implementation environment, shifting focus to other operations or budget changes, etc., should be avoided for successful CRM implementation.

Large organizations challenges. These include installing only one CRM system over a large geographical area, having differences in business ideas. Security problems or control and flow of data handled by the government all contribute to new challenges.

Bottom Line

CRM Implementation is essential for your business to run seamlessly and enhance growth. It is a tedious task involving risks that can pose severe problems for your organization. The thought of failure acts as a major block for successful CRM implementation.

The challenges discussed above in the article might have given you an idea of how complicated the implementation process is. Although these challenges should not stop you from leading your company to success.

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