Summary
This document is a guide that discusses the risks associated with customizing Customer Relationship Management (CRM) systems, particularly in the context of stakeholder engagement. It outlines how standard CRMs like Salesforce and Microsoft Dynamics are primarily designed for linear sales processes, which may not align with specific stakeholder needs. The guide details the cost and maintenance challenges posed by customization, including unpredictable expenses and the burden on IT departments. It also highlights the high failure rate of up to 70% in CRM customization projects, often due to poor user adoption stemming from complexity. Furthermore, the document notes the limited out-of-the-box solutions available for stakeholder engagement, emphasizing the lack of essential tools and pre-built reports. The guide concludes by presenting Borealis stakeholder management software as a more effective alternative to CRM customization, citing its user-friendly features, scalability, and cost efficiency.
