5 Signs to Change Your CRM System and Migrate to a New Platform

5 Signs to Change Your CRM System and Migrate to a New Platform

Why do I need to change my CRM? The former system lacked functionality options The software does not evolve anymore The platform’s maintenance has become too expensive The solution didn’t support company size anymore CRM was too hard to use and required additional training

1

Outgrow company size One of the big signs of moving CRM may be that the existing solution no longer suits its size.

Second, you kept things small, from recruiting a handful of staff to getting the shoe-box office or collaborating with your employees remotely.

The capacities of the company grow, along with its goals. An outdated solution can easily be the terminator of your workflows if it doesn’t have the features you need.

2

The complexity of CRM platform Having a CRM with a large variety of different features isn’t always a smart idea. Sometimes the businesses overestimate the needs of their companies concerning CRM capabilities. Most of the features, in this case, are not used or even complicate business processes.

Apptivo research determines CRM complexity as the number one aspect of CRM business satisfaction and data import.

3

Poor user experience It is not the best scenario when your employees, especially sales managers, reject the CRM due to varying opinions.

Furthermore, if your staff is required to work with a complicated solution, they can become even more frustrated and exhausted, leading to the loss of a CRM’s real intent.

4

Inefficient GDPR functionlity If your current CRM platform does not support GDPR-required capabilities and you have to store the regulations documentation separately, you should take it seriously.

Accordingly, the GDPR-compliant framework will not only help you avoid legal issues and fines but will also give you the ability to ease the burden of securing and maintaining the consent of clients in a lawful manner.

5

Bad vendor support Bad vendor service is another significant sign to change your CRM. Appropriate and in-depth training is required when adopting and implementing a CRM solution. In this case, selecting a CRM vendor that can allow you to get hands-on, interactive training and support is critical.

In this case, you can take advantage of Trujay’s automated migration service to help you move data from the existing solution to future effortlessly.

So, it is essential to analyze your CRM capabilities and check whether the platform perfectly fits your business demands regularly.

If you see any signs of migrating CRM, don’t hesitate to transfer data to the more advanced solution and open up new business opportunities. Move a part of your records from another CRM to the chosen platform by running free and secure Sample Migration.

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