Do you remember your first job with a desk and phone? Did you have to use a company sponsored software program? Most likely the customer relationship management (CRM) program provided was unnecessarily complex.
With bulky, complex customer tracking software, the volume of data that needs to be entered, let alone accurately, can be daunting. Hundreds of fields such as time of call, notes, sales representative name, etc., etc., often require hours of data entry and additional upkeep time in order to have a viable system. If mistakes are made during the data capture period, they can significantly impact the customer. Some mistakes even lead to loss of the sale.