CRM Post-Installation Tweaking is a Feature, not a Bug

That’s a bold claim perhaps. But if new software poured out of the box like Saturday morning breakfast cereal – golden, abundant and sweet – we wouldn’t need in-house IT people or vendor engineering teams to install it, to integrate it with existing systems, and to tweak it repeatedly after install.

Consider this story:

I’d be very curious to learn what kind of CRM system Dell is using (or not using), and why it seems to be neglecting the very basic functionality of tracking all customer interaction in a single location. IT might not matter in a world where everyone is using it properly, but if CRM can go so badly used or unused in 2006, IT still offers plenty of competitive advantage in my book. Dell Missing CRM?

It would be useful to know Dell’s side of this story. Dell’s phenomenal history of growth must also involve a trail of IT headaches during the course of its scaling up. But, we agree with the main point here, that IT is needed in a software deployment- we’re just not surprised.

There is a great temptation for the enterprise – and even the vendors to a degree – to regard CRM as a bolt-on solution.

You’ve heard the stories about a company buying a CRM software package and then realizing it hasn’t really changed anything. The big-wigs are disappointed, customer service is frustrated, and the clients are aggravated with the new changes that don’t seem to show any improvements in customer service or client relations.[...] You should have a very specific, well-defined objective that your CRM software solution can address, and you company should have developed a formal objective before you went shopping for a solution. – Why does CRM software fail so often after it’s put into place?

This sounds like CRM 101, but it’s not so easy sometimes. Many of the changes in process that agents and departments find they want to make only come to light as they get used to a new deployment. Progress is a continuing rollout.

At Dovetail, we create upfront the customer’s goal in the implementation, and then we measure it afterwards. But still, it’s a feature of CRM, not a bug, that deployment is an ongoing thing.

Enterprises could avoid thinking in terms of “rip and replace” with systems, and instead perhaps look for the most flexible integrations and enhancements they can find or create: flexibility in this case referring to vendor culture as well as codebase.

Over time we’ll talk about Dovetail’s legendary ease of integration.

Published Tuesday, January 16, 2007 8:11 AM
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