When is it time to migrate to a new CRM system?

An effective CRM (Customer Relationship Management) system is the bedrock of successful client relationships, ensuring customer loyalty and catalyzing growth. But for growing companies like yours, there may come a time that you outgrow your existing software and systems. Should you find your current CRM system less than satisfactory, misaligned with your fluctuating business demands, or underperforming, it might be the right time to consider migrating to a new platform. In this blog post, we delve into the key indicators that signal it might be time for your business to embark on a CRM migration journey.

✔ You have outgrown current capabilities

As your business expands, so do the demands on your CRM. If your current system struggles to keep pace with the growing volume of data, users, or complexity of workflows, it may be a clear sign that you've outgrown its capabilities. A new CRM can offer scalability and advanced features to support your evolving needs.

✔ You’re experiencing poor user adoption

Successful CRM utilization relies on widespread user adoption. If your team is encountering difficulties or showing reluctance in using the existing CRM, it's time to assess whether the system aligns with their workflow and provides a user-friendly experience. A new CRM with intuitive interfaces and streamlined processes can reignite enthusiasm among users.

Since the very early days of CRM, some businesses have struggled to get employees to adopt and use the software. However, with increasing use and dependence on mobile technology those companies using mobile CRM solutions are seeing far higher adoption rates.

Offering mobile CRM access does not just increase use of the software, but also the productivity of the workforce. Statistics from Forester have shown that 50% of teams improved their productivity by using a mobile CRM. Just some food for thought! 

✔ There is a lack of integration with other systems

In today's interconnected business environment, seamless integration with other tools and systems is crucial. If your current CRM hinders efficient data flow between departments or lacks compatibility with essential business applications, it may be impeding overall productivity. With 78% of customers expecting consistent interactions across departments, perhaps it’s time to consider a CRM with robust integration capabilities to enhance collaboration and data synchronization. 

✔ Reporting and analytics are inadequate 

Effective decision-making relies on accurate and insightful reporting. If your current CRM falls short in providing comprehensive analytics or struggles to generate meaningful reports, it might be hindering your ability to glean valuable insights. 

One way to solve this problem is to deploy an end-to-end solution that manages each of these processes. Role-based apps that natively connect will also streamline your data and mean that data isn’t in different places. As a result of this, your business will have a 360-degree view of your customers and your data, ensuring all your employees are on the same page from one single interface: we’d recommend using HubSpot! 

With HubSpot, analytics are built into everything you do, right out of the box. You can See detailed reports for every one of your marketing assets, from website and landing pages, to emails, blog posts, social media accounts, calls-to-action, and more.

✔ You have security concerns

84% of consumers are more loyal to companies that have strong data security controls, and with the increasing importance of data security and privacy compliance, you need an uptodate CRM that reduces security risks. If your current CRM lacks the latest security measures or fails to comply with regulatory standards, migrating to a CRM with enhanced security features can safeguard sensitive customer information and ensure regulatory compliance.

✔ Your customer support is unresponsive 

Dependable customer support is crucial when dealing with CRM issues or updates. If your current CRM provider offers inadequate support or fails to address your inquiries promptly, it can lead to operational disruptions. Consider migrating to a CRM provider with responsive customer support to ensure a smooth and reliable experience.

A company with excellent customer service has a team that does more than answer questions and solve customer issues. Providing excellent customer service can save—and make—a lot of money for a business. In fact, improving the customer experience can increase sales revenue by 2-7% and profitability by 1-2%.

✔ Your business goals have changed

As your business objectives evolve, your CRM should align with these changes. If your current CRM does not support your current strategic goals or lacks the flexibility to adapt to future shifts, a migration becomes essential. Choose a CRM that grows with your business and accommodates changing priorities.

Invest in the right CRM today

Recognizing the signs indicating the need for CRM migration is a strategic move to ensure your business remains agile, efficient, and competitive. Whether it's to accommodate growth, improve user experience, enhance integration, or address security concerns, migrating to a new CRM system can be a transformative step toward achieving sustained success in your customer relationship management efforts. Take migrating to HubSpot, for example. HubSpot is a CRM platform that brings everything scaling companies need to deliver a best-in-class customer experience all into one place. And at Prism, we’ve helped a lot of companies make the move to HubSpot!

Need some help making your migration a smooth move? We are CRM agnostic and can help with any CRM you choose.

Schedule a call today.