CRM problem: We forget the lock-in effect

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Mitu100@
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Joined: Tue Jan 07, 2025 4:31 am

CRM problem: We forget the lock-in effect

Post by Mitu100@ »

CRM providers, like all retailers, are very keen to win over customers and make it easier for them to get started, especially in the early days. They are far less concerned with the exit. On the contrary, they try to keep paying customers for as long as possible. This can be done in many different ways. Long contract periods and notice periods are obvious, for example. More subtle, however, are extensive adjustments and specially programmed modules at the start, which make updating or switching later much more difficult. Likewise, there is usually a function for exporting data (e.g. as a csv file), but this often only affects the master data. The format hardly allows for larger text fields such as emails or notes, and is belize telegram screening therefore quickly ignored. Anyone who has ever tried to migrate data from one of the big CRM market leaders to another CRM can tell you all about it. It can always be the case that you have to or want to change CRM at some point. If you don't switch, it should be because you like the current system, not because you can't.

Conclusion: Be careful when you commit yourself forever
There are some very good CRM systems that are suitable for most company sizes and types. But sending out a requirements profile and signing a purchase contract is not enough.

Small companies in particular do themselves a favor with streamlined, simple and web-based standard solutions without a lot of frills. The CRM software should be a solution designed specifically for SMEs, not simply a reduced version of a CRM developed for corporations. There is no substitute for personal CRM software experience and a detailed test by the future users BEFORE implementation will prevent the CRM project from failing later.

Just let the users loose on the system without explaining too much beforehand. In the stressful day-to-day business or with new employees, there is not always a training manager standing by to explain functions and prevent errors. What happens in these first few hours of trying things out will happen again later. You have only come to the right place when the software works intuitively.
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