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Five Pitfalls in CRM System Selection

More features does not mean easier to use; what really matters in CRM selection is process fit and a closed data loop.

More features does not mean easier to use; what really matters in CRM selection is process fit and a closed data loop.

Pitfall one: the more features, the better. In practice, the three most-used modules are always customer records, follow-up logs, and the opportunity board.

Pitfall two: ignoring mobile. Sales scenarios happen on the road, and a CRM with a poor mobile experience is doomed to become a data-entry tool.

Pitfall three: not checking the data exit. Confirm whether your customer data can be fully exported and integrated with other systems; this determines future switching costs. Pitfalls four and five cover pricing models and implementation services respectively; see the main text for details.