Top 8 Challenges in CRM Customization and How to Overcome It

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A company uses a blueprint before construction of its offices. Similarly, customizing CRM without a goal is like a building without a foundation. Any CRM initiative without a goal will eventually collapse. Here, we will elaborate the top 8 challenges in CRM Customization that organizations face and how to overcome them:


Top 8 Challenges in CRM Customization

Your business may face various difficulties in different business aspects. There will be always a better solution to overcome the issues, Likewise, here are the main challenges on CRM customization and the solutions to overcome it.


Challenges in CRM Customization


Getting approval from Management for CRM Customization Services.

Top-level management might be unaware of the benefits of CRM implementation and customization and getting approval from management can be one of the biggest challenges. So, the sales team might be assertive with the idea of moving their company to the cloud but executive managers might be more comfortable with the traditional approach.

Solution: Instilling a digital culture will reduce resistance in the workforce. The management can be persuaded by presenting the benefits of CRM and the tangible value it will add to the company both financially and in regard to the work output.


Challenges of Implementing CRM

There is no specific application that solves all integration problems. Rather most large scale implementation requires CRM customization and configurations. But, it takes time and a lot of bandwidth, to move data to the cloud and requires a lot of technical know-how. Your employees would need time to get familiarized with the new CRM system. This will require extensive investment of your time and finance for coaching, technology, and maintenance.

Solution:  You can easily outsource CRM services to Vgrow, and use that time to efficiently run your business. We have skilled employees who would assist and ease your transition to CRM.


Trusting the technology

Before putting complete faith in the cloud, you should be aware of the infrastructure and that it is scalable as your company grows. In addition, the software should be fully equipped with everything that your business needs.

Solution:  Understanding the basics of CRM before adapting it is very crucial and will help you identify unforeseen circumstances.


Difficulty in predicting long term changes

 Irregular market forces in the world make it difficult to predict long term technological changes. CRM systems are implemented and driven by technology. So, long term strategy and goals to align with new trends in technology should be kept in mind to align their operations with the CRM.

Solution: The companies that view CRM as an initiative and as a long term strategy, and not as a software to install and maintain Word and PowerPoint can make the most out of their CRM. We also provide CRM consulting services to help you choose and make an informed decision.


New programs and software

A big challenge a company might face is to give up on many popular software after transitioning to CRM. Meanwhile, this could create a potential disruption in the performance of their employees. Also, it will take time and training to be well versed with the new software and programs that are offered by the CRM company.

Solution: Nowadays, CRM customization has popular programs and software accessible. So, with a unified system and integrating your software in the CRM platform as a plug-in to the main CRM service, you can continue working on any software of your preference. Vgrow provides in-depths CRM supports services to help new companies and individuals with their CRM.


Data security associated with CRM customization

Data is the lifeblood of every business. Likewise, a business has data about its customers, accounts, taxation and marketing and sales research all of which make it crucial for future operations. Perhaps, it is the most valuable asset of any company.

Solution: Choosing the right CRM service that will make data importing easy and intuitive and will help you in a smooth transition with no hassle. With secured data, your team will be able to use it to its full potential. Small and medium business enterprises are transitioning to CRM because of its efficiency and Vgrow helps in CRM customization for small businesses so that you can scale your business to the next level.


Proper training and implementation among employees

A startup with Millenials would be easier to transition than a company with experienced employees. Many people will resist CRM and will cling to the traditional approach to work. Changing people’s mentality regarding CRM and innovation, in general, is difficult. Some employees might stress their privacy while others may worry about their job security.

Solution: One of the main reasons, employees struggle to accept cloud migration is because of the company’s undefined and unclear strategy. Managers must lead and inculcate a culture of learning and digital innovation.


Defining clear objectives

CRM systems should be closely linked with business objectives and goals. Meanwhile, both short term and long term strategies should be taken into account and to align that with the scope of a CRM.

Solution: CRM customization is a long term strategy and planning on the following points will help a business grow with CRM.


  • Put certain Metrics in place to measure success.
  • Prioritize outcomes proportionate to the impact.
  • Define the most important outcomes of your business.


Final Thoughts

CRM helps simplify business processes and maximize output. So, Vgrow solutions cater to your specific needs in lieu with the current digital landscape. We provide CRM data migration and consulting services to clients all around the world.

Similar contents to read:

Why CRM Customization Services is Trending in 2020?
10 Tasks You Should Outsource to a Virtual Assistant



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