I found this in Jim Berkowitz’s e-Journal.

Here’s an article about a subject that’s near and dear to my heart, Businesses Still Failing To Use CRM Software To Its Full Potential:

DMC Software Solutions Marketing Manager Rebecca Haines notes:

The big problem with CRM systems is selecting the correct CRM software for company needs and getting the right amount of advice and training to ensure it reaches its potential. Resources are easily wasted without careful consideration and help, warns CRM specialist DMC Software Solutions.

What Jim kindly calls an article, I would call self promotional press release from DMC, completely fails to address is that many businesses start selecting software before they formulate clear justification and strategy for implementing CRM on the first place. Many “advisors” specialize in implementation of a specific software and consequently do not bother asking fundamental questions like “what business goals do you try to achieve by doing this?” and “how would you measure your success?”.

CRM holds a promise of breaking walls of departmental silos by refocusing peoples attention on a source of “natural” business flow of information - CUSTOMER. That requires some serious cultural change and for the change to take hold an organization, i.e. management has to plan and execute with clarity and consistency. Clarity and consistency are a lot more scarce than “functionally rich” CRM software.

It’s so much easier to suggest solutions when you don’t know too much about the problem.

  - Malcolm Forbes

There is a thought provoking post published on Search CRM blog. It is named CRM in the contact center sees little progress and focusing on results of the benchmarks analysis conducted by Dimension Data PLC.

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Painful memories of this issue were awaken again by Chris Bucholtz in his blog and I put some of this content as a comment to the post.

The Enterprise software adoption management of salespeople is probably the most difficult challenge for corporate management:

1. they have no inherent respect for a process, because to be successful they learned to go around processes and focus on a goal and a goals of CRM implementations are not often communicated in specific terms which relate to their goals;

2. they are often recruited as “entrepreneurs” and treated as “self-employed”, but then told to use a system which is designed to be a management tool to “control” them.

3. they are told that the system is to “help” them to be more efficient, but expect them to spend hours doing data entry.

There are many variations of these valid reasons, but the most critical one is - they can get away with ignoring the CRM system like no other business community. There is a limited upside for using it, the most active users who don’t make their numbers are still fired, and no downside, the best sales performers who ignore management orders to use CRM, are still the stars. 

That is the challenge that made me come up with an idea of holistic design methodology, in other words - the system needs to be initially architect with adoption management in mind. IMO the only way to achieve return on CRM investment is to design and implement it in a such a way that all CRM communities WANT to use it and I would double bold it for sales community. I wrote about the strategic options to address this issue in this blog before, so now I will try address some tactical ones:

I had very good adoption experience when it was possible to add (mash) external information about Customers and Contacts automatically fed from on-line subscription services. That could be huge value added for salespeople, who otherwise would need to spend hours researching or fly blind without CRM system.

One of the largest adoption challenges is around data entry requirements, so finding the ways to lighten the load by automation and other technology tools is very important. But that is it’s own subject for discussion and

I wrote about this before.

In the large organizations, cross departmental visibility made available to salespeople, allows them to adjust their pipeline activities to reflect for changes in a Customer credit standing or outstanding support issues. Sales teams need to be exposed to these opportunities to manage their time more effectively, but once they are - adoption improves dramatically. 

There are too many more tactical solutions to describe here, but the important thought is to think about them before design and implementation started.