Many businesses invest in a good CRM system but still struggle to get the results they expect. Employees may find the system complicated, data migration can create errors, and the software may not fit the company's actual workflow. Sometimes, teams don't receive proper training or clear guidance on how to use the CRM.
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At Twistellar, we’ve seen that CRM projects often fail because companies try to fit Salesforce around their existing processes instead of taking a step back and asking whether those processes actually work. A good implementation starts with understanding how teams work, what challenges they face, and what the business wants to achieve. Then Salesforce can be configured to support those needs. It's also easy to overcomplicate things by introducing too many features and automations at once. Starting with the essentials, getting users comfortable with the system, and improving it based on their feedback usually works much better.