However, the promise of CRM to deliver a 360-degree view of the customer often sets up unprepared implementers for failure. Making CRM an enterprise portal is not easy, as it requires integrating systems and processes of all the departments involved: sales, marketing, accounting, ERP, customer support, and logistics. Like all large system integration projects, there may be challenges, including political conflicts and technical hurdles with the implementation of enterprise mobility, cloud solutions, and other advanced technologies. CRM portals should present diverse customer-related information in a uniform way within the context of each specific CRM user.
Follow these five tips to enhance your users' CRM portal experience and avoid unmet expectations in your CRM implementation: