October 8, 2024

Navigating CRM Challenges: Why You’re Not Seeing ROI and How to Fix It

Even after a successful first and second phase of a CRM implementation, organizations question the value delivered relative to the costs of licenses and support. This scrutiny typically intensifies if the earlier phases of the project did not adequately address critical factors such as change management, leadership support and the establishment of clear success metrics. In the absence of these elements, numerous challenges can emerge that hinder the effective adoption and utilization of the CRM system after go-live. 

In “Navigating CRM Challenges: Why You’re Not Seeing ROI and How to Fix It,” A&M Managing Directors Peter Koltis, Matson Blocker and Jeff Relf discuss the numerous challenges that can emerge that hinder the effective adoption and utilization of the CRM system after go-live. 

Navigating CRM Challenges: Opportunities to Create Value

Based on our experience, the most significant opportunities to create value include the following:

  1. Assess Stalled Implementation
  2. License Usage Evaluation
  3. Gap Analysis on Metrics
  4. Incorporation of CRM Best Practices
  5. Opportunities to Scale Through Automation

How A&M Can Help

Alvarez & Marsal (A&M) has been helping companies realize value in every way for over 40 years. Whether it is preserving value in a company being restructured in bankruptcy, uncovering value in a portfolio company of one of our private equity clients, or working with corporate clients to drive and accelerate value through reduced costs or enhanced revenue, A&M focuses on value to be realized and how to best accomplish that in the shortest amount of time.

Our CRM Value Acceleration Program is aimed at companies that are either in the middle of a CRM implementation that is not achieving the implementation goals set out for the program, or ones that have a CRM tool in place but are not achieving the results that were expected when the system was launched. We have a proven approach that is tailored to each client’s situation. It is designed to rapidly diagnose the causes preventing value from being realized and provide a blueprint on how to realign results with expectations as quickly and effectively as possible.

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CRM Value Acceleration and Program Remediation
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