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Mistakes To Avoid In CRM Selection

Choosing the wrong CRM is not just a bad software decisionu2014itu2019s a lost opportunity to transform your business. The following infographic explains mistakes to avoid in CRM selection. <br>Get it right from the start. Let us help in selecting the right CRM software for your business. Contact us at https://www.thinkcapadvisors.com/crm-consulting<br>

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Mistakes To Avoid In CRM Selection

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  1. MISTAKES TO AVOID IN CRM SELECTION Avoiding these pitfalls can make or break your CRM investment Being Feature-Centric Instead of Need-Centric Don’t get swayed by AI dashboards or shiny features. Focus on business workflows and problems you need to solve Not Involving End Users CRM adoption fails if users feel left out. Involve them early to build ownership and improve usability Falling for the Price Trap Attractive base prices can be misleading. Understand costs of integration, implementation, support, and advanced features Rushing the Discovery Phase Skipping workflow and process definition leads to misalignment. Spend time designing dashboards, roles, reports Neglecting Training & Documentation Without structured onboarding, CRM adoption slows. Prepare guides, manuals, and conduct hands-on sessions +91 8506860903 contact@thinkcapadvisors.com www.thinkcapadvisors.com

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