Is Now The Time to Switch Your CRM?

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switch your crm

Are you considering switching CRM because you’re not getting everything that you need out of your system? Maybe you’re not happy with the service you’re receiving from your CRM provider? These are all common pain points that a lot of businesses go through. A CRM should grow with your business, not against it. And the people that provide you with the CRM should be helping you achieve the best results possible from your system. 

The fear of saying “yes” to switching your CRM is real. It’s something that stops a lot of companies going from a system that’s weighing them down to a system that’s helping them succeed. 

CRM Change


The thought of having to change can be quite daunting however offer a very quick and simple process to help you get moving with your new CRM solution.

So, what are the signs that your business needs to switch CRM systems?

Low user adoption 

Every team member that you set out to use the CRM should be fully adopted. If they haven't fully adopted the system you need to consider the reasons why. User adoption is essential because it allows you to get the most out of your system. If some people are using it and others aren’t, this can lead to mistakes being made and poor communication methods.

You’ve outgrown your current CRM 

A CRM system should grow with the needs of your business and if it doesn’t, this will lead to restrictions. If you’re constantly spending your time trying to make your CRM do more complex things than it’s functionality allows then surely this time would be better spent investing into a new CRM?

Poor communication within the CRM 

Your CRM needs to communicate with your team and your business strategy. By this, I mean that your CRM needs to give your teams the relevant information that a CRM should give them. For example, last activity, call notes, emails, GDPR status, contact information etc. This saves you time and allows you to communicate more effectively. 

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Your CRM doesn’t talk to your other platforms 

Most modern businesses have more than one software solution, that’s the norm. However, usually, all of the solutions would talk to one another through an integration. If they don’t, this can cause a lot of problems, for example, mis-communication, duplicates of data, missing data, repetitive tasks and invalid information. Having a CRM that allows you to integrate with all of your systems creates a centralised hub of real-time data. This helps you to make more informed business decisions. 

You don’t understand how to use the features

If you don’t understand how to use your CRM then surely this is the biggest sign that you need to switch CRMs. Never feel like not understanding your CRM is your fault because it’s not. When you purchase a CRM you should get a full onboarding session which gives you and your employees in-depth training of the system. After that, if you ever have any issues with your CRM like a bug, this should be taken up with one of the CRM experts that you purchased the CRM from. If you’re not getting this level of service and care then a change should definitely be on the cards for your business. 

Want help switching your CRM to something that’s more suited to your business requirements? 

Get in contact today…

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