7 Critical Caveats of CRM Implementation

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[Simplify and secure payment processing](https://www.verizon.com/business/solutions/accelerate-growth/payment-options/) - [Elevate your quick service restaurant](https://www.verizon.com/business/solutions/accelerate-growth/quick-service-restaurant/) - [Secure your business](#)[Secure your business](https://www.verizon.com) Secure your business - [Overview](https://www.verizon.com/business/solutions/secure-your-business/) - [Core to edge network security](https://www.verizon.com/business/solutions/secure-your-business/safeguard-from-core-to-edge/) - [Small business cybersecurity solutions](https://www.verizon.com/business/solutions/secure-your-business/small-business-cybersecurity/) - [Fortify with business continuity solutions](https://www.verizon.com/business/solutions/secure-your-business/continuity/) - [Keep remote workers securely connected](https://www.verizon.com/business/solutions/secure-your-business/remote-continuity/) - [What's new](#)[What's new](https://www.verizon.com) What's new - [Data Breach Investigations Report](https://www.verizon.com/business/resources/reports/dbir/) - [Verizon Business Marketplace](https://www.verizon.com/business/solutions/marketplace/) - [Go to all solutions](https://www.verizon.com/business/solutions/) Insights Insights [Insights](https://www.verizon.com) Insights - [Why Verizon](#)[Why Verizon](https://www.verizon.com) Why Verizon - [Why choose us](https://www.verizon.com/business/why-verizon/) - [Executive Briefing Program](https://www.verizon.com/business/why-verizon/executive-briefing-program/) - [Looking Glass](https://www.verizon.com/business/why-verizon/looking-glass/) - [Awards and recognition](https://www.verizon.com/business/why-verizon/industry-awards-and-recognition/) - [Events and webinars](#)[Events and webinars](https://www.verizon.com) Events and webinars - [Enterprise](https://www.verizon.com/business/resources/events/enterprise/) - [Small Business](https://www.verizon.com/business/resources/events/small-business/) - [Public Sector](https://www.verizon.com/business/resources/events/public-sector/) - [All events and webinars](https://www.verizon.com/business/resources/events/) - [Popular topics](#)[Popular topics](https://www.verizon.com) Popular topics - [Distance learning](https://www.verizon.com/business/resources/distance-learning/) - [5G Edge and why it matters](https://www.verizon.com/business/resources/edge/) - [Healthcare](https://www.verizon.com/business/resources/healthcare/) - [Improving CX](https://www.verizon.com/business/resources/improving-cx/) - [Network as a Service](https://www.verizon.com/business/resources/network-as-a-service/) - [New workplace](https://www.verizon.com/business/resources/new-workplace/) - [Public safety](https://www.verizon.com/business/resources/public-safety/) - [Security strategies](https://www.verizon.com/business/resources/security-strategy/) - [Scaling AI](https://www.verizon.com/business/resources/scaling-ai/) - [Featured resources](#)[Featured resources](https://www.verizon.com) Featured resources - [Data Breach Investigations Report](https://www.verizon.com/business/resources/reports/dbir/) - [Mobile Security Index report](https://www.verizon.com/business/resources/reports/mobile-security-index/) - [Payment Security Report](https://www.verizon.com/business/reports/payment-security-report/) - [Gartner recognition](https://www.verizon.com/business/why-verizon/recognition/gartner/) - [Verizon Partner Network](https://www.verizon.com/business/resources/partner-network/) - [Customer success stories](#)[Customer success stories](https://www.verizon.com) Customer success stories - [$3.4B in retail sales with Verizon](https://www.verizon.com/business/resources/customer-success-stories/iot-connectivity-unattended-retail-operations/) - [City of Irving's priority connection](https://www.verizon.com/business/resources/customer-success-stories/5g-network-slicing-public-safety/) - [Supporting school safety](https://www.verizon.com/business/resources/customer-success-stories/status-solutions-network-school-safety-technology/) - [NHL's innovative Verizon partnership](https://www.verizon.com/business/resources/customer-success-stories/nhl-deployed-private-wireless-network/) - [All stories](https://www.verizon.com/business/resources/customer-success-stories/) - [All insights](https://www.verizon.com/business/resources/) [Log In](https://mblogin.verizonwireless.com/account/business/signin) Close [](https://www.verizon.com/business/support/carts/) [](https://www.verizon.com/business/ "Verizon Business") [Log In](https://mblogin.verizonwireless.com/account/business/signin) Close [](https://www.verizon.com/business/support/carts/) Close [Business](https://www.verizon.com/business/) [Personal](https://www.verizon.com/) Mobile Mobile [Mobile](https://www.verizon.com) - [Mobile plans](#) [Mobile plans](https://www.verizon.com/business/resources/articles/s/seven-critical-caveats-of-crm-implementation/) - [Shop all plans](https://www.verizon.com/business/products/mobile/plans/) - [My Biz Plan](https://www.verizon.com/business/products/mobile/plans/my-biz/) - [Bring your own device](https://www.verizon.com/business/products/mobile/plans/bring-your-own-device/) - [Verizon Business Complete](https://www.verizon.com/business/products/mobile/plans/business-complete/) - [Device protection](https://www.verizon.com/business/products/mobile/plans/device-protection/) - [International services](https://www.verizon.com/business/products/plans/international/) - [TravelPass](https://www.verizon.com/business/products/plans/international/travel/#plan-options) - [Go to all mobile](https://www.verizon.com/business/products/mobile/) - [Phones](#) [Phones](https://www.verizon.com/business/resources/articles/s/seven-critical-caveats-of-crm-implementation/) - [Shop all phones & devices](https://www.verizon.com/business/shop/products/devices/all-devices) - [Smartphones](https://www.verizon.com/business/shop/products/devices/smartphones) - [Bring your own device](https://www.verizon.com/business/shop/products/devices/smartphones/byod) - [Smartphone as a Service](https://www.verizon.com/business/products/mobile/plans/business-complete/) - [Rugged phones](https://www.verizon.com/business/products/mobile/rugged-phones/) - [Certified pre-owned devices](https://www.verizon.com/business/shop/products/devices/certified-pre-owned) - [Basic phones](https://www.verizon.com/business/shop/products/devices/basic-phones) - [Desk and conference phones](https://www.verizon.com/business/shop/products/devices/deskphones) - [Trade in your device](https://www.verizon.com/business/products/mobile/trade-in/) - [Connected devices](#) [Connected devices](https://www.verizon.com/business/resources/articles/s/seven-critical-caveats-of-crm-implementation/) - [Shop all devices](https://www.verizon.com/business/shop/products/devices/all-devices) - [Tablets](https://www.verizon.com/business/shop/products/devices/tablets) - [Laptops](https://www.verizon.com/business/products/mobile/laptops/) - [Mobile hotspots](https://www.verizon.com/business/shop/products/devices/mobile-hotspots) - [5G devices](https://www.verizon.com/business/shop/products/devices/5g) - [Smartwatches](https://www.verizon.com/business/shop/products/devices/smart-watches) - [Public Sector devices](https://www.verizon.com/business/products/mobile/public-sector/) - [Deals](#) [Deals](https://www.verizon.com/business/resources/articles/s/seven-critical-caveats-of-crm-implementation/) - [Shop all deals](https://www.verizon.com/business/products/mobile/deals/) - [Internet and mobile bundle](https://www.verizon.com/business/products/internet/deals/wireless-internet-phone-bundle/) - [Veteran and military offers](https://www.verizon.com/business/products/deals/discounts/military/) - [Brands](#) [Brands](https://www.verizon.com/business/resources/articles/s/seven-critical-caveats-of-crm-implementation/) - [Apple](https://www.verizon.com/business/products/mobile/apple/) - [Samsung](https://www.verizon.com/business/products/mobile/samsung/) - [Google](https://www.verizon.com/business/products/mobile/google/) Internet Internet [Internet](https://www.verizon.com) - [Business Internet](#) [Business Internet](https://www.verizon.com/business/resources/articles/s/seven-critical-caveats-of-crm-implementation/) - [Shop all Business Internet](https://www.verizon.com/business/products/internet/) - [Check internet availability](https://www.verizon.com/foryoursmallbiz/Internet) - [Fios Business Internet](https://www.verizon.com/business/products/internet/fios/) - [5G Business Internet](https://www.verizon.com/business/products/internet/5g/) - [LTE Business Internet](https://www.verizon.com/business/products/internet/lte/) - [Backup and Flexible Use Internet](https://www.verizon.com/business/products/internet/backup-failover/) - [More](#) [More](https://www.verizon.com/business/resources/articles/s/seven-critical-caveats-of-crm-implementation/) - [Internet Dedicated](https://www.verizon.com/business/products/internet/internet-dedicated/) - [Business Broadband](https://www.verizon.com/business/products/internet/business-broadband/) - [Internet speed test](https://www.verizon.com/business/products/internet/business-speed-test/) - [TechTeam support](https://www.verizon.com/business/products/internet/techteam/) - [Internet usage calculator](https://www.verizon.com/business/products/networks/connectivity/lte-business-internet/lte-internet-usage-calculator/) - [Equipment and devices](#) [Equipment and devices](https://www.verizon.com/business/resources/articles/s/seven-critical-caveats-of-crm-implementation/) - [Jetpacks and hotspots](https://www.verizon.com/business/shop/products/devices/mobile-hotspots) - [Routers & extenders](https://www.verizon.com/business/products/internet/routers-network-extenders/) - [TV](#) [TV](https://www.verizon.com/business/resources/articles/s/seven-critical-caveats-of-crm-implementation/) - [Fios TV](https://www.verizon.com/business/products/business-tv/) - [Deals](#) [Deals](https://www.verizon.com/business/resources/articles/s/seven-critical-caveats-of-crm-implementation/) - [Shop all deals](https://www.verizon.com/business/products/internet/deals/) - [Internet and mobile bundle](https://www.verizon.com/business/products/internet/deals/wireless-internet-phone-bundle/) - [Veteran and military offers](https://www.verizon.com/business/products/deals/discounts/military/) Solutions Solutions [Solutions](https://www.verizon.com) Solutions - [Products](#)[Products](https://www.verizon.com) Products - [Mobile](#)[Mobile](https://www.verizon.com) Mobile - [Shop all mobile](https://www.verizon.com/business/products/mobile/) - [Shop all deals](https://www.verizon.com/business/products/mobile/deals/) - [Mobile plans](https://www.verizon.com/business/products/mobile/plans/) - [Rugged phones](https://www.verizon.com/business/products/mobile/rugged-phones/) - [Bring your own device](https://www.verizon.com/business/products/mobile/plans/bring-your-own-device/) - [Connected laptops](https://www.verizon.com/business/products/mobile/laptops/) - [Apple](https://www.verizon.com/business/products/mobile/apple/) - [Samsung](https://www.verizon.com/business/products/mobile/samsung/) - [Google](https://www.verizon.com/business/products/mobile/google/) - [Internet](#)[Internet](https://www.verizon.com) Internet - [Shop all deals](https://www.verizon.com/business/products/internet/deals/) - [Business Internet](https://www.verizon.com/business/products/internet/) - [Check internet availability](https://www.verizon.com/foryoursmallbiz/Internet) - [Routers & extenders](https://www.verizon.com/business/products/internet/routers-network-extenders/) - [Fios TV](https://www.verizon.com/business/products/internet/business-tv/) - [Tech support](https://www.verizon.com/business/products/internet/service-protection-plan/) - [Internet speed test](https://www.verizon.com/business/products/internet/business-speed-test/) - [Internet security solution](https://www.verizon.com/business/products/security/network-cloud-security/business-internet-security/) - [Network](#)[Network](https://www.verizon.com) Network - [Overview](https://www.verizon.com/business/products/networks/) - [Connectivity innovations](https://www.verizon.com/business/resources/lp/connectivity-innovations/) - [Managed network services](https://www.verizon.com/business/products/networks/managed-network-services/) - [Virtual network services](https://www.verizon.com/business/products/networks/virtual-network-services/) - [Connectivity](https://www.verizon.com/business/products/networks/connectivity/) - [Private 5G network](https://www.verizon.com/business/products/networks/connectivity/private-5g-network/) - [CPE and Subscription Services](https://www.verizon.com/business/products/networks/cpe-and-subscription-services/) - [Security](#)[Security](https://www.verizon.com) Security - [Overview](https://www.verizon.com/business/products/security/) - [DDoS Shield](https://www.verizon.com/business/products/security/network-cloud-security/ddos-shield/) - [Secure Access Service Edge (SASE)](https://www.verizon.com/business/products/security/network-cloud-security/sase-management/) - [Managed Security Services](https://www.verizon.com/business/products/security/network-cloud-security/security-device-monitoring-management/) - [Business Internet Secure](https://www.verizon.com/business/products/security/business-internet-secure/) - [Verizon Business Internet Security](https://www.verizon.com/business/products/security/network-cloud-security/business-internet-security/) - [Verizon Business Mobile Internet Security](https://www.verizon.com/business/products/security/network-cloud-security/mobile-internet-security/) - [Mobile Device Management](https://www.verizon.com/business/products/security/mobile-device-management/) - [Mobile Threat Defense](https://www.verizon.com/business/products/security/mobile-threat-defense/) - [Business Mobile Secure Plus](https://www.verizon.com/business/products/security/business-mobile-secure-plus/) - [Voice and collaboration](#)[Voice and collaboration](https://www.verizon.com) Voice and collaboration - [Overview](https://www.verizon.com/business/products/voice-collaboration/) - [One Talk](https://www.verizon.com/business/products/voice-collaboration/one-talk/) - [Webex Cloud Communications](https://www.verizon.com/business/products/voice-collaboration/webex-cloud-communications/) - [Verizon Calling Solutions for Microsoft Teams](https://www.verizon.com/business/products/voice-collaboration/microsoft-teams/) - [VoIP phone services](https://www.verizon.com/business/products/voice-collaboration/voip/) - [Push to Talk Plus](https://www.verizon.com/business/products/voice-collaboration/push-talk-plus/) - [Business & Enterprise Messaging](https://www.verizon.com/business/products/voice-collaboration/business-sms-solutions/) - [Business Assistant](https://www.verizon.com/business/solutions/ai-business-assistant/) - [Plain Old Telephone Service](https://www.verizon.com/business/products/voice-collaboration/plain-old-telephone-service-replacement/) - [Contact centers and CX](#)[Contact centers and CX](https://www.verizon.com) Contact centers and CX - [Overview](https://www.verizon.com/business/products/contact-center-cx/) - [Cloud contact center](https://www.verizon.com/business/products/contact-center-cx/cloud-contact-center/) - [Voice security](https://www.verizon.com/business/products/contact-center-cx/voice-security/) - [Customer engagement](https://www.verizon.com/business/products/contact-center-cx/customer-engagement/) - [Voice services](https://www.verizon.com/business/products/contact-center-cx/voice-services/) - [Voice API solutions](https://www.verizon.com/business/products/contact-center-cx/voice-api/) - [Internet of Things](#)[Internet of Things](https://www.verizon.com) Internet of Things - [Overview](https://www.verizon.com/business/products/internet-of-things/) - [IoT devices](https://www.verizon.com/business/products/internet-of-things/devices/) - [IoT networks](https://www.verizon.com/business/products/internet-of-things/iot-networks/) - [5G Standalone & RedCap](https://www.verizon.com/business/products/internet-of-things/iot-networks/5g-standalone-redcap/) - [IoT platform (ThingSpace) and services](https://www.verizon.com/business/products/internet-of-things/iot-platform-and-services/) - [IoT applications](https://www.verizon.com/business/products/internet-of-things/iot-applications/) - [IoT Satellite Connectivity](https://www.verizon.com/business/products/internet-of-things/satellite-connectivity/) - [Fleet management](https://www.verizonconnect.com?utm_medium=referral&utm_source=verizon&lead=verizonReferral) - [5G Edge](#)[5G Edge](https://www.verizon.com) 5G Edge - [Overview](https://www.verizon.com/business/products/5g-edge/) - [Accelerated Access facial authentication](https://www.verizon.com/business/products/5g-edge/accelerated-access/) - [Crowd Analytics](https://www.verizon.com/business/products/5g-edge/crowd-analytics/) - [Go to all products](https://www.verizon.com/business/products/) - [Industry](#)[Industry](https://www.verizon.com) Industry - [Construction](#)[Construction](https://www.verizon.com) Construction - [Overview](https://www.verizon.com/business/solutions/industry/construction/) - [Future-ready worksites](https://www.verizon.com/business/solutions/industry/construction/future-ready-worksites/) - [Efficient operations](https://www.verizon.com/business/solutions/industry/construction/efficient-operations/) - [Connected workforces](https://www.verizon.com/business/solutions/industry/construction/connected-workforces/) - [Data security](https://www.verizon.com/business/solutions/industry/construction/security-for-workforces-digital-data/) - [Healthcare](https://www.verizon.com/business/solutions/industry/healthcare/) - [Automotive](#)[Automotive](https://www.verizon.com) Automotive - [Overview](https://www.verizon.com/business/solutions/industry/automotive/) - [Connected vehicles](https://www.verizon.com/business/solutions/industry/automotive/autonomous-connected-vehicles/) - [Unified technology](https://www.verizon.com/business/solutions/industry/automotive/autonomous-vehicle-deployment-solutions/) - [Immersive vehicle experiences](https://www.verizon.com/business/solutions/industry/automotive/immersive-customer-vehicle-experiences/) - [Data security](https://www.verizon.com/business/solutions/industry/automotive/protecting-vehicle-and-customer-data/) - [Manufacturing](#)[Manufacturing](https://www.verizon.com) Manufacturing - [Overview](https://www.verizon.com/business/solutions/industry/manufacturing/) - [Enabling Industry 4.0](https://www.verizon.com/business/solutions/industry/manufacturing/smart-manufacturing-and-industry-4-0/) - [Improving your productivity](https://www.verizon.com/business/solutions/industry/manufacturing/connected-factories/) - [Enhancing your security](https://www.verizon.com/business/solutions/industry/manufacturing/data-protection-and-privacy-solutions/) - [Empowering your workforce](https://www.verizon.com/business/solutions/industry/manufacturing/connected-workforce/) - [Distribution & logistics](https://www.verizon.com/business/solutions/industry/distribution-logistics/) - [Retail](#)[Retail](https://www.verizon.com) Retail - [Overview](https://www.verizon.com/business/solutions/industry/retail/) - [Enterprise connectivity](https://www.verizon.com/business/solutions/industry/retail/digital-connectivity-in-business/) - [Enhanced customer experiences](https://www.verizon.com/business/solutions/industry/retail/enhancing-customer-experiences/) - [Efficient operations](https://www.verizon.com/business/solutions/industry/retail/operational-efficiency-with-iot/) - [Data protection](https://www.verizon.com/business/solutions/industry/retail/protecting-customer-payment-and-company-data/) - [Financial](#)[Financial](https://www.verizon.com) Financial - [Overview](https://www.verizon.com/business/solutions/industry/financial/) - [Better infrastructure](https://www.verizon.com/business/solutions/industry/financial/building-a-better-infrastructure/) - [Protect critical data Data security](https://www.verizon.com/business/solutions/industry/financial/protecting-critical-financial-data/) - [Personalized customer experiences](https://www.verizon.com/business/solutions/industry/financial/improving-customer-experience/) - [Real-time innovation](https://www.verizon.com/business/solutions/industry/financial/real-time-innovation/) - [Media & entertainment](#)[Media & entertainment](https://www.verizon.com) Media & entertainment - [Overview](https://www.verizon.com/business/solutions/industry/media-entertainment/) - [Intelligent venues](https://www.verizon.com/business/solutions/industry/media-entertainment/intelligent-venues-and-arenas/) - [Connected athletes](https://www.verizon.com/business/solutions/industry/media-entertainment/connected-athletes/) - [Enhance experiences](https://www.verizon.com/business/solutions/industry/media-entertainment/enhancing-customer-venue-experiences/) - [Data and IP protection](https://www.verizon.com/business/solutions/industry/media-entertainment/protect-ip-and-data/) - [Energy & utilities](#)[Energy & utilities](https://www.verizon.com) Energy & utilities - [Overview](https://www.verizon.com/business/solutions/industry/energy-and-utilities/) - [Connected smart grids](https://www.verizon.com/business/solutions/industry/energy-and-utilities/smart-grids/) - [Efficient operations](https://www.verizon.com/business/solutions/industry/energy-and-utilities/operation-efficiencies/) - [Data security](https://www.verizon.com/business/solutions/industry/energy-and-utilities/safeguarding-data/) - [Enhanced customer experiences](https://www.verizon.com/business/solutions/industry/energy-and-utilities/differentiated-cx/) - [Public Sector](#)[Public Sector](https://www.verizon.com) Public Sector - [Overview](https://www.verizon.com/business/solutions/public-sector/) - [Education](https://www.verizon.com/business/solutions/public-sector/education/) - [Federal Government](https://www.verizon.com/business/solutions/public-sector/federal-government/) - [Public Safety](https://www.verizon.com/business/solutions/public-sector/public-safety/) - [State & Local Government](https://www.verizon.com/business/solutions/public-sector/state-local-government/) - [All Industries](https://www.verizon.com/business/solutions/industry/) - [Small business](#)[Small business](https://www.verizon.com) Small business - [Overview](https://www.verizon.com/business/solutions/small-business/) - [Business Unlimited plans](https://www.verizon.com/business/products/mobile/plans/business-unlimited/) - [Business internet](https://www.verizon.com/business/products/internet/) - [Bring your own device](https://www.verizon.com/business/products/mobile/plans/bring-your-own-device/) - [Verizon Business Marketplace](https://www.verizon.com/business/solutions/marketplace/) - [Business Assistant](https://www.verizon.com/business/solutions/ai-business-assistant/) - [One Talk](https://www.verizon.com/business/products/voice-collaboration/one-talk/) - [Enterprise](#)[Enterprise](https://www.verizon.com) Enterprise - [Overview](https://www.verizon.com/business/solutions/enterprise/) - [Connectivity innovations](https://www.verizon.com/business/resources/lp/connectivity-innovations/) - [Verizon AI Connect](https://www.verizon.com/business/solutions/ai-connect/) - [Verizon Mobile for Microsoft Teams](https://www.verizon.com/business/products/voice-collaboration/microsoft-teams/unified-mobile/) - [Private 5G Network](https://www.verizon.com/business/products/networks/connectivity/private-5g-network/) - [5G Edge computing](https://www.verizon.com/business/solutions/business-intelligence/edge-computing/) - [Supercharge your IT with 5G](https://www.verizon.com/business/solutions/it-infrastructure/5g/) - [Better infrastructure](https://www.verizon.com/business/solutions/build-a-better-infrastructure/) - [One Talk](https://www.verizon.com/business/products/voice-collaboration/one-talk/) - [Public Sector](#)[Public Sector](https://www.verizon.com) Public Sector - [Overview](https://www.verizon.com/business/solutions/public-sector/) - [DBIR for Public Sector](https://www.verizon.com/business/resources/reports/2024-dbir-public-sector-snapshot.pdf) - [Security](https://www.verizon.com/business/products/security/) - [Public Sector devices](https://www.verizon.com/business/products/mobile/public-sector/) - [Education](https://www.verizon.com/business/solutions/public-sector/education/) - [Federal Government](https://www.verizon.com/business/solutions/public-sector/federal-government/) - [Public Safety](https://www.verizon.com/business/solutions/public-sector/public-safety/) - [State & Local Government](https://www.verizon.com/business/solutions/public-sector/state-local-government/) - [Business Needs](#)[Business Needs](https://www.verizon.com) Business Needs - [Modernize IT infrastructure](#)[Modernize IT infrastructure](https://www.verizon.com) Modernize IT infrastructure - [Overview](https://www.verizon.com/business/solutions/it-infrastructure/) - [Supercharge your IT with 5G](https://www.verizon.com/business/solutions/it-infrastructure/5g/) - [Design your network infrastructure](https://www.verizon.com/business/solutions/it-infrastructure/network/) - [Network as a Service](https://www.verizon.com/business/solutions/it-infrastructure/network-as-a-service/) - [Lower latency with 5G Edge computing](https://www.verizon.com/business/solutions/it-infrastructure/lower-latency/) - [Improve application performance](https://www.verizon.com/business/solutions/it-infrastructure/sd-wan/) - [Future of IoT with Edge computing](https://www.verizon.com/business/solutions/it-infrastructure/edge-computing-and-iot/) - [Advance business intelligence](#)[Advance business intelligence](https://www.verizon.com) Advance business intelligence - [Overview](https://www.verizon.com/business/solutions/business-intelligence/) - [Improve business intelligence](https://www.verizon.com/business/solutions/business-intelligence/improving-business-insights/) - [Get faster insights with Edge computing](https://www.verizon.com/business/solutions/business-intelligence/edge-computing/) - [Achieve wisdom with digital transformation](https://www.verizon.com/business/solutions/business-intelligence/digital-transformation/) - [Navigate new working models](#)[Navigate new working models](https://www.verizon.com) Navigate new working models - [Overview](https://www.verizon.com/business/solutions/navigating-new-working-models/) - [Contact center customer experience](https://www.verizon.com/business/solutions/navigating-new-working-models/contact-center/) - [Empower remote contact center agents](https://www.verizon.com/business/solutions/navigating-new-working-models/virtual-contact-center/) - [Thrive in the anywhere workplace](https://www.verizon.com/business/solutions/navigating-new-working-models/remote-work-from-home-solutions/) - [Remote work security solutions](https://www.verizon.com/business/solutions/navigating-new-working-models/remote-work-security-solutions/) - 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And as the first enterprise application to shift on a large scale to software-as-a-service delivery, it has also acquired a reputation for being easy to implement. But before you dive in headlong, consider the caveats of CRM implementation. There is a big difference between [choosing](https://enterprise.verizon.com/resources/articles/s/choosing-among-types-of-crm/) and launching a software application, and integrating it into your organizational workflow. CRM adoption has broad implications because it changes the ways you interact with your most important constituents: your customers. CRM also isn't limited to sales and marketing. It touches customer support, call center operations, website personalization, e-commerce, order fulfillment and accounting. Because the scope of CRM is so wide, it is easy to overlook the potential landmines. A successful CRM project means carefully coordinating people, processes and technology. Here are seven critical caveats of CRM implementation to consider. ### 1. Look before you leap CRM implementation can have such a profound organizational impact that going all-in on a broad automation project can backfire. You will need a shared vision of what the project expects to accomplish and the value proposition to the company and to customers, but you will also need executive support. Getting buy-in on the front lines requires transparent responses to questions about how processes, responsibilities, quotas, reporting structures and compensation will change. Establish a comprehensive training plan before any technology is introduced, and give employees clear information about expectations, metrics, rewards and penalties. Large organizations are usually better off unrolling staged, department-by-department implementation plans. For example, you could start with sales, notch some wins against key performance indicators, then start deploying CRM tools in marketing or customer service. ### 2. Consider the impact on workflows Organizations develop habits over time, and disruption to regular routines could be met with resistance and grind processes to a halt. In most cases, CRM adoption makes organizations more efficient, but employees need to understand that they will endure temporary inconveniences until the new workflows have been put in place. Be honest about what they can expect, and offer incentives for sticking with the program. ### 3. Don't hand the project to IT IT is a crucial part of any CRM implementation, but they shouldn't run the show. Implementing enterprise-wide CRM can involve assessing and modifying internal processes, organizational structures, and even enhancing employee skills. A change management program may be necessary to help your organization adapt to the new environment. IT is not equipped to bring stakeholders together across the company, and they shouldn't have to. Let your technology pros do what they do best: implement technology. ### 4. Consider the customer experience It's easy to become overly focused on the bottom-line benefits of CRM and forget about the impact on customers. In a perfect world, implementing CRM tools is a win-win—it helps employees satisfy customer demands at the right moment with the right product or service, and it helps them do it with a personal touch. But there will be glitches—and you need to be prepared. Don't take your new call center system live without a backup plan, for example—you don't want customers stuck on hold or on the wrong end of a dropped call. ### 5. Mind your money CRM isn't just a simple one-time purchase. Basic plans are relatively inexpensive, but costs can quickly multiply. Most CRM providers offer subscription tiers based on functionality, number of users and support needs. These costs can quickly add up to hundreds of dollars per user—and that's before you factor in intangibles such as customization, employee training and integration with other operational systems. ### 6. Clean up your data One of the most critical stages of implementing a CRM system is cleaning, standardizing and de-duplicating your existing data before plugging it into the new system. Don't underestimate the scope of this task, particularly if your data is spread across locations and databases. Pay particular attention to duplicates created by factors such as spelling errors. Automated tools can help you weed out dupes and irrelevant data, but the solution often requires good old-fashioned elbow grease. ### 7. You don't have to do it alone CRM implementation is an ambitious undertaking with mission-critical impact. Few organizations have the expertise to anticipate every potential pitfall and manage every stage of the process. Investing in assistance from an experienced managed service provider will help you implement a CRM solution faster—and avoid any headaches along the way. Understanding the caveats of CRM implementation can help you improve how you interact with your customers. Discover how [Verizon Unified Communications and Collaboration as a Service](https://www.verizon.com/business/resources/articles/unified-communications-and-collaboration-as-a-service-factsheet/) solutions can help you understand and navigate CRM challenges. - Related articles - Recently published Related articles ### Let's connect. Choose your country to view contact details. 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