Across more than ten years of CRM projects, one pattern holds true: failure is rarely about the software chosen, but about the rollout. Teams that start without a clear process enter data inconsistently — and the system loses its value within weeks.
Our approach: before any technical setup, we jointly define three to five core processes the CRM should support from day one — nothing more. Complexity comes later, once routines are established.
Just as critical is having one accountable person on the team who actively follows up during the first four weeks. In our experience, that single measure decides success or failure more often than the tool itself.