- May 12, 2025
- Swati Trivedi
The CRM (Customer Relationship Management) implementations have shown a potential growth in past five years and according to market analysis is expected to grow continuously in coming years with more focus on AI integration, seamless user experience with mobile first user interfaces.
There is another observation from Forrester that states that most of the IT and business decision makers have realized a potential low success ration on CRM implementation projects.
The reason for this failure can be any of the following:
Unified view of the customer
While customer information in a single view is a key driver for successful CRM adoption, many CRM implementations fail to provide a single view for customer. Users need to follow nested navigations for deeper drill down. Â
User adoption
Many of the implementations face cultural resistance to adopt new tool for working, lack of attention on training and enablement while the end users do not want to impact their sales outcomes due to delay in adoption and still stick with manual processes
Insufficient skill set to implement and support CRM solutions
With continuous evolving updates in technology, the implementation is required to stay up to date and continued monitoring. Many times the implementations are left alone without any tracking or upgrades which leads to lower utilization.
Over customization
 While all Enterprise CRM software provides the default Sales lifecycle, the contextual implementation is required to align with business strategy. These implementations sometimes lead to over customization in the system leading to performance and scalability issues.
System Integration
 A simple CRM system for successful adoption requires at least three integrations enabled
1. ERP system
2. Project management system
3. B2B integration covers vendors, channel partners/sales agents. B2C integration is also required in verticals like Insurance, Healthcare, Manufacturing, etc. CRM implementation many times is not set up with scalable architecture or integration is time consuming.
Data quality
 In the case of Enterprise implementation which requires large data migration, absence of effective data migration strategy cause data quality issues which impacts the implementation badly.
The success of technology initiatives is crucial for business and requires effective CRM strategies. These strategies include a robust architecture setup, addressing people’s challenges with AI integrations, accurate data migration strategies, and seamless user experiences. Advaiya’s expertise in CRM implementation effectively addresses these challenges.
Authored by

Swati Trivedi
As a founding member of Advaiya, she has been instrumental in leading development initiatives, establishing innovative processes and successfully executing large-scale projects to meet client needs. Swati possesses excellent analytical and problem-solving capabilities and takes keen interest in all aspects of a project lifecycle management from requirements analysis to architecture, design, implementation and closure. She is also a Microsoft Certified Professional and a Microsoft Certified Technology Specialist in Enterprise Project Management.