10 misconceptions: 1.

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The customer wants to implement CRM on their own 2. Choosing an integrator at the lowest price 3. The customer thinks that it is not necessary to participate in the implementation process, the integrator will do everything 4. The customer does not want to pay for the audit 5. The director wants to be the project manager on the customer’s side 6. A line employee without motivation and authority is appointed as the project manager 7. The customer wants a lot of custom integrations and modifications at once 8. The manager does not use CRM himself, he thinks that it is for employees 9. The manager incorrectly builds motivation 10. The uae phone number data customer believes that the system does not need development
Digital agency IPG is in the TOP-10 among Bitrix24 partners in the Russian Federation. The company has more than 500 CRM implementation projects and more than 1000 web development projects under its belt.



Misconception #1: The customer wants to implement CRM on their own
"Let's appoint someone responsible, he'll figure it out and implement everything" - this is often what the company's manager decides, appointing the ROP or another top manager responsible. Sometimes the manager himself becomes responsible for choosing a CRM system and implementing it.


It takes years to become a good CRM specialist, but here the person in charge has to figure it out from scratch in a short period of time.

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What happens:


the time resources of such a specialist are limited, there are many main responsibilities, there is no time to deal with CRM - the process of implementing software is delayed;

the person in charge has to understand the product from scratch - choose, configure, try, make mistakes, reconfigure;

the main tasks of the specialist arise, the whole company feels it;

the time of such a specialist is more expensive than the time of an integrator - the company pays for the additional hours of the responsible employee;

due to ignorance of CRM functionality, sales funnels are not configured optimally;

it will be difficult and inconvenient to work in such a system;

since it is not possible to figure out many technical issues on your own, in the end you still have to look for a contractor for proper setup.