3 Common Issues with CRM Implementation Solved by InfoFlo

If your business is suffering from any of the following — disorganization, low ROI, high operational costs, and lack of productivity and customer service – it’s time to invest in a CRM system. Having a a tool that manages all of your customer relationships helps streamline your business, improve staff productivity, and can lead to greater revenue and growth. The following are some of the most common problems our customers faced before implementing InfoFlo CRM.


1. Losing or Forgetting Important Information

Disorganized information is an insidious drain on your company’s wallet. When life throws us a curveball, we tend to accumulate clutter and become disorganized, in the process. It’s happens to everyone. We become ill, a family member becomes ill, we are assigned a project that requires heavy paperwork, or our filing cabinets are running out of space.   With CRM software, you eliminate all the paper clutter by keeping everything in one digital place (a central database). When a new lead comes in, a file for that contact is automatically created and stored in a safe place for easy access at a later date.


2. Employees Resistant to Change

One of the main reasons why the customer relationship management (CRM) implementation failure rate continues to be high is user resistance. The predominant reasons for this are: fear of losing job to automation;  the fear of CRM being too high-tech; it delivers a blow to established work habits. Failure to convince employees of the benefits of CRM often results in passive resistance and low employee-adoption rates.  Effectively communicating the benefits of CRM to users should bolster their confidence in and comfort levels with the new system. It’s crucial to “sell” those benefits internally both before and during a CRM initiative. Companies must not only create buy-in, but must also maintain users’ enthusiasm.

The InfoFlo CRM implementation team provides comprehensive online training services to all new customers and their employees. We also provide customer support over the phone and via chat/email for issues that arise after implementation. We don’t rest until you are fully trained and satisfied with using the CRM product on your own.


3. Breaking the Bank

Many small business owners perceive CRM systems to be costly and overly complex.  And indeed, we’ve found some are too difficult to learn and expensive. Those CRM tools are better suited for larger corporations. Our recommendation is to shop around and make comparisons. But before you do that, we recommend you make a list of all the features you will require to run your business more proficiently. Once you’ve done that contact a few CRM companies to receive quotes on products that feature your MUSTS.

What helps us stand out from our competitors are two things: 1) one time fee and 2) free upgrades for life. We work within your budget to customize a CRM solution that works for every business size.

Check out our product comparison charts to learn more about what makes us stand out from the crowd:

InfoFlo vs. ACT! CRM

InfoFlo vs. Zoho CRM


If you want to find out more about what InfoFlo can do for your business, register today for your free 30 day trial. No strings attached; registration for the free trial does not necessitate credit cards, commitments or contracts.

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