When you start to think about deploying Sage CRM for your company, it’s very easy to come up with thousands of different things you would like the system to do beyond the out-of-the-box capabilities. It can be tempting to dive in head first but it may be wise to start small with your Sage CRM implementation.

Initial Cost

For some companies, the initial fee of CRM is heavy on the budget. When you add in the cost of completing your giant task list of great customization ideas, you may find yourself with a giant, unaffordable price tag. The simple solution is to start with a very small,  specific list of changes to you want for CRM. Stick with a specific area or task in mind  and have those changes completed first. As time moves on, you can budget to further enhance Sage CRM until you have the complete system you envisioned.

Quick Roll Out and Fast Testing

While it may sound great to have a system with ALL your customizations completed in a week, it’s not realistic. If you start with a small and specific list of customizations you will be able to have your team testing out the changes much sooner and CRM will be up and running faster. Testing a system with only one area customized is a much simpler task then testing out a completely customized Sage CRM system with dozens of changes.

The Scope Creep

This is a major problem with projects containing lots of changes and customizations. Over the months of development work that will go into your project, your company processes may change and you will need to inform the development team to alter the scope of the project. These changes are not free and may cause confusion and delays in the project. It’s not easy to predict where your company will be in the upcoming months and the changes that may occur. These changes will need to be reflected in your Sage CRM system, will cost you more and delay your project.

CRM Integration in the Workplace

Most workers do not like major changes at work. Starting your team on a new system can be stressful. Even for those people that see the benefits immediately, there is a learning curve. Starting small can make the workplace integration much smoother. You could, for example, start your team on something simple like logging into CRM to use their calendar and to look up contact information. These two tasks are very easy to do and your team will start to build confidence with CRM as they get used to navigate through it one step at a time. If you add additional changes to CRM in the future, your users will already be familiar with the layout of the system.

It’s tempting to install a customized Sage CRM system to get everything you want one day one. Cost, training and development are all factors to keep in mind when moving towards your goals. Sometimes, starting small can take you to big places much faster and benefit you much more.