6 Signs Your Business Needs To Switch CRM System

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Customer relationship management (CRM) software plays an essential role for many businesses, affecting service workflow, marketing, and sales. In fact, the right and best CRM software can bring tremendous benefits to your company. 

If you don’t know whether or not you need to switch to a CRM system, here are the signs you should know before you learn  how to plan a CRM migration

  1. You Often Deal With Unreliable, Disorganized, Or Limited Data 

With so much data available about your customers from various areas of your business, you can never afford to lose them. Unfortunately, it may happen when users depend on unsystematic methods and legacy systems. The best CRM system allows you to keep consumer data in one place, assuring that all previous interactions remain intact. 

In terms of data, there are indications that your current system requires a switch, and these include the following: 

  • Failure to integrate data from various sources 
  • A need for manual handling of CRM data for reporting or analysis purposes 
  • Lack of integration with social media applications or tracking tools 

If your CRM system isn’t configured to handle a stock of massive data and can’t drive actionable insights, you should think of switching your CRM system. 

  1. You’re Not Happy With Your CRM’s User Experience (UX) And User Interface (UI) 

In today’s modern world, UX and UI are included in the must-have marketing tools and play a huge role in how successful products can be. From mobile apps and websites to internal systems, a good UX and UI allow customers to get what they expect and help them achieve what they’re searching for. 

In terms of CRM, there must be no difference. Your daily activities will take less time and seem easier with an easy-to-navigate UI consisting of clear fields, labels, and logical steps. So, if you’re not happy with how your CRM runs, it’s a sign to make a switch immediately. 

  1. Your CRM Isn’t Mobile-Friendly 

As remote working culture becomes mainstream, it’s crucial that your employees have access to your CRM anytime. Entering and collecting the required data to carry out operations without any problem is a prerequisite for businesses. 

In addition, with most businesses going online and as more consumers being woke than ever, addressing queries and concerns in real-time should be a priority for any company. CRM systems that don’t work on the newest mobile devices will have a hard time keeping up. Therefore, it only makes sense to switch to a mobile-friendly CRM. 

  1. You’re Having Trouble Leveraging And Analyzing Data 

Once your data is stored on cumbersome spreadsheets or in several locations, it can be hard to use and interpret them. It’s also difficult to send data to different stakeholders and departments, resulting in delays over time. 

By not tracking your data properly, you’re hurting your end goals and diminishing consumer trust. If you don’t want that to happen, switch to a CRM system that can use data analysis capabilities and robust reporting to serve better and understand your customers. With this, you can make the most out of the benefits a CRM can bring to your business. 

  1. No Sales Improvement 

Another sign your business needs to switch CRM systems is when you haven’t seen measurable improvement for over three months. Once it happens, it might be time to consider another option. 

Some CRMs come with built-in subscription plans that differ based on your business needs. Typically, businesses select a plan that’s too advanced for their requirements only to end up getting overwhelmed, leading to not using their software effectively. 

  1. Your CRM Is Expensive To Maintain 

Maintaining a CRM system is a significant investment, especially with an on-site solution. Typically, on-site CRM systems require a specialized IT department, expensive infrastructure, and additional costs for updates and security. As your business grows, the costs may increase dramatically and run slow, despite manual implementation and constant upgrading. 

For that reason, it might be a good idea to switch to cloud-based CRM systems, which allow your company to scale down and up with features and modules, depending on your needs. Moreover, many cloud-based CRM systems are subscription-based, enabling easy integration with maintenance and billing factored in your yearly cost. 

Another good thing about most cloud-based CRMs is that they come with 24/7 support or a help desk to troubleshoot the issues you encounter. They also follow strict regulations, keeping your data safe and compliant. 


CRM systems are used to achieve more than maintaining relationships as they can be beneficial in unifying your business departments and enhancing communication. Keep in mind that no business will survive without the trust of its consumers. So, make sure to use the most reliable CRM system that suits your current business needs to avoid inconvenience and deliver better quality service to your customers.