<img height="1" width="1" style="display:none;" alt="" src="https://px.ads.linkedin.com/collect/?pid=1128906&amp;fmt=gif">

2 min read

How do you know when it’s time for a new CRM?

Featured Image

Are you feeling some frustration about your dealings with prospects and customers?

Is the amount of data overloading your systems?

Are your current systems proving difficult, cumbersome, and unproductive?

If you recognise any of the following scenarios then it is probably time to consider a CRM system!

1. Multiple sources of truth
Your customer data sits in many different locations; unconnected and unproductive. Your team must extract customer insight from multiple sources of truth, they lack a complete and contextual picture which ultimately results in a poor understanding of the customer. As a result your customer experience is compromised and gaps in knowledge need to be assumed or simply ignored.

2. Sales, marketing and service teams work in silos
Your go-to-market teams use independent systems with little or no insight to each other’s goals and operational activities. Productivity is hugely impacted as teams spend time unnecessarily searching for customer information, updating spreadsheets and advising on updates. This also results in account clashes as customers are contacted by different people who don’t know their stage in the customer journey.

3. Manual reporting processes
Managers are spending time creating manual reports and building their own reporting tools within spreadsheets. There is the obvious risk of human error, and the lack of consistency dilutes the effectiveness of the reporting insight. The main worry is the opportunity cost as customer needs slip through the cracks and correct follow-ups procedures are lacking.

4. Lack of focus on sales activities
There is insufficient focus on sales activities with a worrying lack of data on calls, follow-ups, opportunities etc. This causes issues for management reporting, especially understanding pipeline and how your sales team are managing their areas. This lack of insight makes sales planning and budgeting especially difficult.

5. Lead source issues
You have very little insight to the source of your inbound leads, which makes it difficult to measure your marketing effectiveness and accurately plan your campaigns. You are unsure which channels are working for you and whether your paid media strategy is producing expected results.

6. Frustrated customers
Disjointed systems are frustrating your customers as they are impacted by slow response times and lack of insight to their needs or challenges. Attempting to run your customer facing activities from many unconnected systems is causing fractured experiences, costing you business and limiting your upsell/cross-sell opportunities.

7. Poor decision making
Your inconsistent data collection and retention is frustrating your decision making. You are unable to leverage your data to get a birds-eye view of your business, resulting in ill-informed business decisions.


Download our Ultimate Buyer's Guide to Choosing the Right CRM

CRM IMG NEWAny of these scenarios are enough to trigger a change in systems and the selection of a new CRM platform.

The question then becomes, which CRM is most suited to your business needs?

Download our CRM Buyers Guide to start that journey and find a solution that will help you align your marketing, sales and service teams, focus and centralise your customer data and grow your business.


Want to discuss things further?

We can help you decide on the best route forward for your business. Why not book a no-obligation discovery call and let's have a look at what you need.