When Should You Migrate to Another CRM?

For many businesses, CRM is an integral part of day-to-day business life. Customer relationship management software helps businesses better interact with, serve and manage customer and client relations, leading to superior data and analytics, increased profitability and more loyal customers. A litany of CRM solutions are available at present, each of which provides unique benefits and features. 

However, some businesses may find themselves in specific circumstances where their current CRM solution is not ideal for future growth and relationship management. While this may not be a situation every business faces, at one point or another, considering whether your current CRM software is the best choice is imperative.

If you’re curious, then continue reading to find out when it’s time to migrate to another CRM.

Your Social Media and Email Marketing Isn’t Integrated

CRM solutions exist to make the process of customer management seamless. Every interaction and every form of marketing should be integrated within the solution; if your current CRM fails to integrate social media and email marketing, then it’s time for a change.

By being able to integrate your customer relationship management across channels and platforms, your employees will never miss an opportunity to interact effectively. Likewise, any and all data collected from these platforms can be easily integrated back into the broader CRM experience.

Solutions like PieSync offer integration between hundreds of CRM platforms and other apps, allowing for solutions such as Salesforce and Zoho to be easily connected to email and social media. With specific regard to these two CRMs, see the following to determine which may be right for you: Zoho CRM vs Salesforce: which CRM tool is best? 

Your Current Sales Channels Are Missing

This should be obvious, but it might be surprising just how much non-functionality brands will tolerate avoiding migrating to another CRM. Customer relationship management is entirely about integrating all channels and platforms: if vital communications and sales are not being fully integrated, then it’s time for a change.

Rather than manually having to enter emails and calls, opt for solutions that automatically log calls, track interactions, remind employees and allow customized notifying features to supercharge your CRM experience. 

Your Employees Ignore or Don’t Understand It

Even the most seamless CRM experiences still require human interaction to be effective. After all, what good is all of this data and interaction aggregated in one location if nobody is using it?

A key indicator that it might be time to migrate to another solution is if your employees are failing to grasp its use, becoming irritated by its functionality or are simply ignoring it altogether.

This may be because the CRM is buggy, its features are overly-complex or the interface is difficult to understand. CRM solutions are supposed to streamline customer interactions: if your employees aren’t grasping it, then the purpose of the CRM is defeated. 

Your Current Features and/or Complexity Fails to Impress

The reality is that many CRMs either try to include too many features or fail to include enough. Some solutions may have a thousand different functions, but if you’re not able to drill down deeper into the specifics, that complexity doesn’t offer much. Likewise, a few features that provide unprecedented detail may not be enough to properly manage customer relations.

As a result, if the balance between features and complexity is out of sync, it’s likely time to migrate.

There are several reasons why migrating to a new CRM may be needed, but these four examples are among the most common reasons. Consider whether any of these apply to your current situation – if so, it’s worth beginning to prepare for a change.


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