Getting your own CRM software developed can sometimes feel like venturing into a labyrinth, with twists, turns, and the occasional Minotaur lurking around the corner. While the quest for seamless customer relationship management is noble, it's essential to sidestep a few common pitfalls along the way.

So, here are three missteps that might lead you into the CRM software equivalent of a comedic blunder:

The Customisation Conundrum:

Ah, customisation—the siren song of all companies that want to move away from the blood sucking SAAS software they are currently paying per month, per user, per car, per child.

While tailoring your CRM system to fit your organisation like a bespoke suit sounds enticing, beware of falling down the rabbit hole of over-customisation. Like adding too many spices to your curry, excessive customisation can leave you with a tangled mess that's more difficult to justify than an expense form filled out by your local MP.

Keep it simple, my friend, and remember just because you can add glitter and unicorn stickers to your CRM doesn't mean you should.

The Training Tango:

Picture this: your staff, armed with their shiny new CRM software, ready to conquer the world. But wait! What's this? They're fumbling through menus like an MP who is making his way back to Parliament after their lunch, unsure of where to click or what to do next.

The mistake? Neglecting proper training. Don't leave your team to navigate the CRM jungle alone. Invest in a company that provides training or even better one that offers to “Train the Trainer”.  

Oh, and ensure they training sessions are more informative than a MP trying to answer an impromptu question.

The Data Dilemma:

Your data is the lifeblood of your CRM system. But beware: like a MP on a Friday night, bad data can wreak havoc on your CRM implementation faster than you can say "I would like to apologise for my behaviour..."

Whether it's duplicates, inaccuracies, or outright gibberish, neglecting data quality is a recipe for disaster. So, before you let your CRM system loose on your precious customer data, take a moment to clean house. Your future self will thank you when you're not knee-deep in a data quagmire, trying to decipher whether "McGregor, W." and "William McGregor" are the same person.