8 Simple Ways to Tell It’s Time to Change Your CRM
Today, CRM is used in almost all business to retain the existing customer and to engage more new customers. It has made the process of managing customer needs very simple. But it is important to understand when this tool is not serving its purpose, it can become slow, under delivering some important aspects for business. To make your business thrive, you need to give attention to even the smallest decline in software solutions. So when it comes to changing your CRM, you might need a replacement.
Here are some simple ways to know that it’s time to change your CRM.
- Struggling to match your needs
Every business is unique in its own way. Your sales and marketing requirements are different from the rest of the other businesses. You need to change your CRM when you start trying to change it according to your needs. A CRM tool should give you a foundation for sales and marketing. Hence, you should choose the CRM that fits your business process and not the one that makes you change it.
- Difficulty in third-party integration
Integration with other apps is an important feature of CRM. It can help you save time, expand business and increase productivity. So if your current CRM tool is facing challenges in third-party app integration, then it’s time for a change. Make sure it helps in automation and data tracking also.
- The absence of streamlined marketing efforts
A good CRM tool should help you segment and organize all your contacts. Important features like report generation, analytics and automation are essential to make streamlined marketing efforts. Otherwise, you must shift to a more powerful CRM tool.
- The sales team is not supported
CRM tools can be used to boost your sales team by adding more features to them. You get the benefits of engaging with your clients in a better way. Instead of simply storing the client information and allowing easy access to them, you can look for CRM tools that benefit the sales team.
- Deals are not up-to-date
Your employees must be aware of the latest deals of all the time. If a CRM tool restricts the customer notification only to emails, then it will lack a good sales pipeline. It is good to move to a more modern CRM tool that helps you focus on pipeline management and on engaging individuals with the business.
- Data is inaccurate
If your CRM tool is consuming a lot of time in manual data entry, then there are high chances for it to be inaccurate. This will have a large impact on your growth and your salesperson is in trouble. So look for CRM tools that have a great user experience.
- Low RoI
The reports created by the CRM tool determine your Return on Investment. These measure your performance in sales which is important for improving further. So your CRM tools should provide custom reports. Some are integrating with third-party reporting apps to determine these factors. You must go for such advanced solutions to have better RoI.
- Buggy and complicated
Your sales team may not be satisfied with CRM that is slow and complicated. It can also have bugs that restrict their work. It is necessary to change that CRM tool and replace it with good user experience. It should provide transparency in uptime and one-on-one boarding for high productivity.