In this episode, host Alex sits down with CRM expert Sarah to explore why implementing a CRM system often takes longer than most people expect. They discuss how CRM rollouts reveal hidden gaps in processes and workflows, and why getting internal alignment is often the first step before any system can be effectively implemented.
The conversation also dives into the challenges of data migration, customization, and integrations. Sarah explains how messy or inconsistent data, decisions about fields and pipelines, and connecting multiple tools can all add time to the process. These behind-the-scenes factors are often overlooked but play a critical role in the success of a CRM implementation.
Finally, Alex and Sarah highlight the importance of user adoption and ongoing refinements. A CRM isn’t truly implemented the day it goes live—it becomes effective only when teams consistently use it and processes are adjusted based on real-world feedback. This episode provides practical insights to help listeners set realistic expectations and navigate CRM implementations more smoothly.
