Construction implementation challenges

22nd March 2021

When it comes to your CRM implementation, it needs to be spot on. If you don’t consider all your options or do your research, it can lead to a lot of problems down the line. Let’s take a look at some of the challenges that your construction company might face with your CRM implementation.

You don’t have any executive leadership support.

If those in leadership aren’t fully on board, it’s going to be much more difficult for everyone else to commit. 

They need to set an example of commitment to the implementation. Otherwise it could become a lot harder to ensure a successful roll out.

You’ve gone with the wrong vendor.

Implementation will be extremely difficult if you invest in a CRM that doesn’t include the features your company needs to succeed.

As with anything, you need to know what will best suit your business needs. What are your pain points? Which vendors have features that will relieve those pain points? 

If you don’t do your research, you could be wasting your investment on a vendor that doesn’t meet all of your needs.

You don’t have any clear goals or long-term accountability

Again, in order to get the most out of your implementation, you need to know what it is that you want. 

If you go in blindly with no goals, it’s highly unlikely that you’ll see successful results. You can’t measure success if you’ve got nothing to go on.

CRMs can be broad and offer an array of features from sales tools and project management to proposal generators and reporting.  If you set clear, focused goals, you’ll know exactly what you need to ensure your CRM implementation is as good as it can be for your business. 

Think about your long-term goals as well. Especially in terms of accountability. Make sure your team is using the new system, and that they understand it. 

You could do this in a weekly meeting, for example. Incorporate using the new system into the meeting so they stay well-versed. After all, a new CRM system isn’t like riding a bike; you need to stay on track with it in order to make the most of it. 

You’re lacking in useful resources

If you’re learning something new, you’ll need reliable resources and guidance. If you don’t have any, it’s going to be a challenge. Getting the right resources can help you avoid mistakes along the way. When working with ixRM, we’ll be on hand to support you. 

You haven’t done the proper training

This links to your resource availability. You can’t expect your staff to know a new system without having had any of the proper training. 

So when you’re looking for a CRM, be sure to invest in a company that has a responsive customer success team that will thoroughly walk you through the onboarding process and hold your hand during setup. 

It’ll help speed things along and ensure future success with fewer bumps in the road.

Need some help?

Now that you’ve seen some of the challenges, hopefully it’ll be much easier to avoid them when it comes to implementing your CRM. 

If you’re still unsure what step to take next, don’t worry. ixRM has got you covered. Just get in touch with us today for some advice on all things CRM implementation, and let’s get you started onto a better system.

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