When should you consider switching your CRM?

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In this technological world, things are changing rapidly and how businesses operate have also changed drastically since the first invention of CRM systems for businesses. If your business has seemingly outgrown your current CRM system, it might be time to switch to the newest system.

The fear of switching

Not everybody likes change, and when it comes to your business system, there can be a lot at stake. Switching to a new CRM might bring fear that it is too difficult or expensive. After all, you put a lot of time and effort into your current system with the implementation, customization, user training, integration, and upgrades. Transferring your old CRM database to your new system will take a lot of work and might be a failure or a hassle to organize.

Think about why you got a CRM in the first place

If you got a CRM system to improve productivity, develop better loyalty from your customers, and streamline your daily operations just to bring you more revenue, then why wouldn’t all that still apply for your business today? The challenge of switching will be worth it once everything is installed and up and running. Here are some signs that you need for a new CRM system:

You’ve outgrown your current CRM

You might have installed your CRM back when your company was relatively new. Now that you are a successful business, you might want to look into updating your processes. Not only have you grown in capacity, but you’ve also probably grown in revenue, too. These changes will need different tools to accommodate them. Your business goals might have changed as well, which is more of a reason to shift CRM systems. Outdated CRM systems may no longer support the new functionality in this market today. Live chat support and interactive dashboards are good for business, so it’s vital that all of your features and databases be updated so that you can use it all efficiently. Without the latest technology, you might be doing the work the hard way rather than the fastest, easiest way.

You want new deployment possibilities

The more your company grows, the more technologically flexible it should be. All data should be able to be remotely accessed, and CRM deployment plans should not be so rigid. It should be scalable and up to date with your competitors in terms of service speed and efficiency. Your system should be able to increase or decrease the number of users efficiently and make changes to your existing deployment mode without losing any productivity. A cloud CRM solution is an excellent way for your users to log into your business’s database in real time. Your staff should be able to access and update customer information, tasks, appointments, and sales opportunities from wherever they are on any device.

You dislike your system’s user interface and experience

Businesses should always be looking for great customer experience, rather than just a product they can pay for. Making sure that your system has a smooth, navigational interface is important to your business and everyone in it. How your system works and looks will be one of the most important things for your system.

Accelgrid is a leading enterprise productivity software with a powerful CRM. Get in touch today to see how we can help.

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