Personal CRM

What is a Personal CRM?

A personal customer relations manager (CRM) is a suite of tools and features that help businesses to streamline communications and organize calendars. A personal CRM also enables businesses to keep track of important details or facts relating to suppliers, partners, and distributors. 

CRMs essentially help businesses to develop long-term, sustainable relationships with important partners. Any business that has sales, marketing, and billing teams benefits from integrated CRM tools that aid in increasing efficiency and enhancing customer care.

What are the Pros & Cons of a Personal CRM?

There are several upsides associated with a personal CRM, as well as a number of challenges to address. We’ve outlined examples of each below: 


  1. Seamless Integration:
    One of the best features of CRM software is seamless integration. A personal CRM lets you integrate other platforms within your CRM structure to sync activities, build presence and enable conversions.
  2. Ensuring Growth:
    CRM software helps businesses to automate mundane processes which free up time to be spent elsewhere. Data-driven tactics and lead generation strategies assist in developing conversions at a much faster rate.

  3. Finding the Right Data:
    CRM software enables businesses to find the right data. CRM software sorts through mounds of big data which helps them to engage with prospects and their corresponding segments effectively.
  4. Constant Access:
    Personal CRM software gives businesses easy access to automated data platforms. This is a prime example of how artificial intelligence (AI) is reshaping the IT sector because most CRM software is cloud-based. 


  1. Expensive:
    Some CRM systems are expensive and are a big investment for small businesses that might not have the capital to invest in such a system. The risk can also outweigh the reward in the early stages so investing in CRM software needs to be calculated.
  2. Technical Support:
    CRM software users have two options for tech support. Internal IT teams can help manage and run software applications or they can be outsourced to someone else. Outsourcing is the most popular approach which can sometimes be expensive in the long run.
  3. Excess Automation:
    When processes are automated to the extreme, customers end up losing out on a personal human experience which can leave them feeling neglected and ignored.
  4. Expensive Training:
    One of the biggest expenses associated with implementing CRM software is training. Workers need to be familiarized with different aspects of the software which can prove to be costly.

How Much Does it Cost to Set Up a CRM?

The setup cost of a CRM can vary greatly and depends on the following factors: 

  • Number of Interviews
  • Number of Departments
  • Number of Design Workshops 
  • Number of Documented Business Processes 
  • Number of Desired Integrations 
  • Number of Existing Systems to Review
  • Number of Data Migrations
  • Data Cleaning & Governance Requirements 

Once these factors have been fully considered, overall project requirements average between 10,000 – 75,000 for initial setup costs.

A basic CRM can cost as little as $12 per user per month, but can spiral to as much as $300 per user per month depending on the complexity of the security and the total number of users. As such, the larger the organization, the more the CRM will likely cost to implement and run.

How WalkMe DAP Enables Personalization & Customization of CRMs

WalkMe’s digital adoption platform can be placed over your CRM to help accelerate employee proficiency and knowledge across business-critical software. 

The WalkMe for CRM platform enables sellers with real-time guidance, engagement, and automation to maximize a sales org’s software efficiency and grow the company’s bottom line. In the age of digital-first, digital transformation initiatives are front and center with organizations working round the clock to achieve true digital dexterity

Businesses often fail to capitalize on lucrative investments because of poor digital adoption. WalkMe ensures advanced adoption and accurate data entry on your CRM which can also be used across your sales stack. WalkMe helps sales-based organizations gain true visibility, productivity, and automation of processes throughout the sales ecosystem.


Personal CRM software is essential for modern businesses that have large lists of clients, subcontractors, and contacts. CRMs are a crucial tool that allows businesses to establish long-term relationships with partners and customers. CRMs allow vital data and contact information to be collated in one simple, easy-to-access location.

Emails, newsletters, and reminders can all be scheduled at the touch of a button, helping to facilitate better contact relationship management. 

CRM applications are built to simplify complex digital communications and help businesses to develop long-lasting, authentic relationships. When communications are well-timed and interconnected, it shows customers and business associates that you care—which in and of itself is a leading driver for digital transformation, customer centricity, and overall success.

Updated: March 02, 2022

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