Recently, a major company faced a serious setback while trying to sell its business for $20 million due to errors in CRM system selection. It turned out that their CRM system was the cause of the deal’s failure. All their data, including customer information and leads, was stored on the CRM provider’s servers, and access to the code and data was restricted.
When the potential buyer began their due diligence, they found that they could not access crucial information, leading to the cancellation of the deal and significant financial losses.
This case highlights the importance of choosing a CRM system that offers full control over your data. Here are a few mistakes to avoid when selecting a CRM:
- Lack of Data Control: Ensure that all data is stored on servers that you have access to and that you own the rights to the information.
- Dependence on the Provider: Choose a CRM solution that does not rely on the provider for data access and functionality.
- Insufficient Flexibility: Your CRM should be tailored to the specific needs of your business.
At Bazu, we offer a CRM system that is fully customized to your needs. All data belongs to you, and only your team has access to the system. We ensure that you have complete control over your information, which is stored on your servers.
Don’t risk your future and finances for short-term gains. Make the right decisions from the start to avoid unforeseen problems.
Want to learn more about how our CRM system can provide you with maximum control and security? Sign up for a free consultation!
- Bazu CRM
