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June 12, 2015

Is It Time for You to Shop for a New CRM?


When you first bought your Customer Relationship Management (CRM) solution, you expected it to help your team get more sales. Unfortunately, that hasn’t happened yet.

If you’re scratching your head wondering why your CRM isn’t helping your business, you might start browsing other solutions. What do they have that yours doesn’t? What are you missing? Is it time for a new one?

Here are a few signs it’s time for you to start shopping for a new CRM.

It’s Causing More Work Than It’s Worth

How many tasks can your CRM automate? If you’re not sure, or the answer is a measly few, you are causing your team more heartache than help.

A CRM should streamline the sales process, making it easier on your sales team to input data and follow up at just the right time. Without this function, you make your sales team’s job more difficult.

You Can’t Access it On The Go

These days, the majority of sales happen away from the desk. Networking events, the line at the coffee shop, and even the gym all lead to sales opportunities. If you can’t access your CRM to make notes as soon as a conversation happens, you risk losing vital information – and potentially, a sale.

If your CRM doesn’t have mobile capabilities, it’s time for a new one.

You Don’t Have the Data You Need

A CRM is only as good as the numbers it provides you. Without critical information, you can’t predict the future of your sales. This makes it less effective and more burdensome on your team.

If you’re not getting the types of reports you need to do your job well, it’s time for a new CRM.

It’s Not Helping You Land More Customers

The goal of a CRM is to help you land more customers. It’s supposed to remind you when to follow up with people and nurture leads until people turn from prospect to buyer. If your CRM isn’t giving you enough information to land the customers, it might be time for a new one.

Sure, some of the process is left in the hands of your sales team, but a CRM is meant to enhance their work and organize their sales process so they can bring in more business. If it’s not doing that, it’s time to get a new one.

No One is Using Your Current System

Perhaps the easiest way to know if it’s time for a new CRM is to look at how many people are using it. If no one is using your current system, something is clearly broken. Talk to your team to find out what they’re missing. Perhaps it’s not mobile friendly enough. Perhaps it’s not offering the right data. No matter what the reason, one thing is certain – you need a new one. Use the feedback you get from your sales team to start shopping around.

Are you ready for a new CRM? Tell us what triggered your search in the comments below.