Avoiding the Doldrums

Common CRM Post-Deployment Challenges


It is important to understand the challenges you may face throughout the evolution of CRM in your organization that, if not identified and dealt with quickly, can lead to a stagnation or lack of energy in your initiative. Certain challenges are unique to specific CRM stages while others are typical to the deployment and support efforts at the end of each stage. Challenges can stem from specific project releases where poor data was imported, design decisions were not ideal, or business processes changed. The most concerning challenges are those from the user community that can threaten to stall or stop the effort quickly. Whatever the source, you must plan for and mitigate challenges to attain the value presented in your company’s CRM vision. Here are some things you will learn in this chapter:
  • How to identify challenges to long-term success

  • Keys to managing expectations

  • Requirements after initial deployment

  • How to address enhancement requests

  • How to adjust to business changes during implementation


Business Process Project Team Customer Relationship Management User Community User Feedback 
These keywords were added by machine and not by the authors. This process is experimental and the keywords may be updated as the learning algorithm improves.


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Copyright information

© Justin Mathena, Aaron Yetter, Hoss Hostetler 2009

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