The Top 4 Failures With CRMs

The number one thing I see happen with CRMs is a lack of enforcement. Nobody really wants to spend their time doing data entry and updating a database. The best practice is to update it in real time and have your team at 30 minutes to the end of every day to force the behavior. If you're defaulting to in-app use, you're going to force the team to have the information updated there versus having it updated in two or three different places.