Do manual processes take an unnecessarily long time? Do you have complex upgrades? Are you unable to get a good overview of your customers? These are some of the reasons that Cajsa Winnberg, an application consultant and Microsoft Dynamics 365 CRM sales representative, highlights in this blog post.
Perhaps you found your way here because you related to the video we posted on LinkedIn about why so many people switch CRM systems. If you haven’t seen it yet, you can find it here!
My role at Softronic involves participating in projects (from start-up to maintenance); it also involves responding to requests for proposals and presenting solutions to potential clients.
I’ve listed 5 reasons why many people switch CRM systems or launch CRM projects—reasons I often come across.
I hope you find this an interesting read!
1. Complex Upgrades
Several companies and organizations we work with have built themselves into custom-built CRM systems, where they’re now locked in. This results in complex upgrades and a high degree of dependency on specific individuals. It’s often very costly to maintain in the long run. Wouldn’t it be nice to have a vendor instead that continuously develops the product and releases multiple upgrades a year (which happen seamlessly for your users)?
2. Lack of insight into your customers
To build better relationships with your customers, you need a good overview. Customers want to feel seen by you and that the information they receive is relevant. With a good overview—or a 360-degree view of the customer—you can create personalized communications, improve follow-ups, and work more proactively with your customers.
3. Manual processes that take up your users’ time unnecessarily
User-friendliness in a CRM is incredibly important. A system can have as many customizations as you want, but if your users don’t bother to log their activities, the CRM won’t live up to its potential. Many manual processes can be automated to improve efficiency and user-friendliness for your users.
4. Multiple systems that do not communicate with each other
System maps are often included in procurement documents or current-state descriptions; these typically show multiple different systems that do not communicate with each other. Users may need to export and import lists to obtain the latest data in each system. Users may also need to manually update the same information across multiple systems, which is time-consuming and carries a high risk of errors. With open APIs, multiple systems can be integrated with one another, and in some cases, certain systems may even be phased out since the functionality is already available.
5. Outgrown the Existing CRM
This point and point 4 both touch on the same topic—platform. A common reason for switching CRM systems is that you’ve outgrown your current solution. Perhaps you’ve reached a limit on the number of users, or other departments also need system support that your current provider doesn’t offer. Choose a CRM that you can grow with—one where you can start with a single application and then expand as your business grows.
Perhaps you recognize your organization’s CRM situation in one or more of the scenarios described above and are thinking that a CRM project might be necessary for your organization. Where, then, can you find a CRM solution that can solve all these problems?
Of course, I have the answer—get in touch with me, and we can discuss your challenges.