The challenge
A previous implementation had configured 140 fields across four modules. Sales found it faster to keep their own notes, so within six months nobody was updating the CRM at all.
Objectives
- Find out why adoption failed
- Cut configuration back to what is used
- Clean the data enough to be trusted again
- Get the team back in daily
What we built
An audit of what was configured against what was actually used, aggressive simplification, a data cleanup, and retraining focused on the parts that save the salesperson time.
Technology
Data cleanup · Deluge · Zoho CRM
How it was delivered
- Field-by-field usage audit across all modules
- Configuration cut back to the fields in genuine use
- Automation added for the data entry that remained
- Duplicate and stale record cleanup
- Retraining focused on time saved rather than compliance
Outcomes
- Required fields cut to a fraction of the original
- The team returned to using the CRM daily
- The existing licence started earning its cost