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My first CRM implementation in a large enterprise was back in 2004, so 15 years ago, OMG. Since then, I have seen and heard of many implementations that failed
by rodolphoarruda 7y ago
My first CRM implementation in a large enterprise was back in 2004, so 15 years ago, OMG. Since then, I have seen and heard of many implementations that failed miserably because one critical factor: data entry was too hard/complicated. Just look at any CRM solution out there, pick up any entity, let's say, an Account. Click 'add new' and you will see 3 thousand different fields populating your screen, for those you won't have 30% of the data to fill in. Some process will mandate that you fill in at least 60% of that data somehow, so you cancel that creation and move ahead using a workaround.
In my opinion, CRM data entry should always be incremental/progressive, very granular, allowing processes to flow without frustrating users. That is key to user adoption and to any project success. Just my 2cents on this.