Miscommunication – Management must properly communicate the process, usage, and costs of implementation to the staff. This is important to ensure unhampered delivery of customer service. For example, miscommunication transpires if the marketing, sales, or support staff cannot access or update the app about their meeting or appointment details. All members of the organization must be knowledgeable of the entire process including access, integration, and updating.
Problem with Technology Integration – All systems that the organization uses must be interconnected. Data must flow freely between these applications. Implementation will only succeed if the CRM software meets the requirements of each employee regardless of position or department. In choosing CRM in healthcare, management must see to it that authorized users will have seamless access to the enterprise thus avoiding possible duplication of data in the system. Understanding the platform’s capabilities produces improved customer service, increased revenues, and success for the business.
Improper Use – The goal in CRM implementation is multi-pronged.
- Tracking and monitoring tool.
- Documentation of all interactions and communications.
- Update appointments/schedules.
- Open patient cases.
- Explore business opportunities.
- Update notes.
Lack of acceptance and understanding of the system might lead to failure of CRM application.