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Choosing a CRM is no easy task. It’s a big investment of time, effort and capital.

But sometimes, the product that’s in use no longer meets your business needs.

Here’s what we see as the most common reasons why a CRM may be the wrong solution for you and your business:

  • The existing CRM is an older type, like ACT or GoldMine, or even a custom-built system using local disk storage. It likely lacks the ability to be easily configured to align with your evolving business needs, neither is it easy to ensure it complies with changing data regulations such as GDPR
  • At the opposite end of the scale is an overly complex, high-end solution that’s proven cumbersome to use, has low user-engagement, and so is proving expensive relative to the business value it’s providing
  • In the middle of these two is the CRM solution that’s neither old nor expensive, but lacks the features or configuration capability to meet the business needs. As a result, spreadsheets have reappeared as the business attempts to plug gaps in system capability

At CRM Insights we’ve evaluated hundreds of different CRM solutions. Through that process we’ve determined that most all business requirements fit into either Workbooks CRM or Microsoft Dynamics 365.

And with either of these solutions (depending on what we both determine is right for your business), you’ll be able to benefit from:

  • Improved customer service, satisfaction and retention: With access to accurate and timely data, pulled from multiple systems, you can better serve the needs of your clients and customers. Happier customers and clients, supported by accurate data on renewals, for example, equals extended customer/client retention
  • Increased sales and revenues: Accurate data on prospects, customers and clients means greater opportunity to offer additional products and services which, combined with improved retention, results in increased sales revenue
  • Increased efficiency: Having accurate data on leads, easily accessible on both desktop and mobile devices, means the sales team can perform more efficiently, and be managed more effectively
  • Share and distribute data: Accurate prospect, client and customer data provides business intelligence that can benefit multiple business functions, from marketing and sales, through to project delivery/customer fulfilment, and finance and accounts
  • Reliability and recoverability: cloud-based systems, residing in secure, reliable datacentres with systems configured to offload the burden of backups, and provide fast data recovery in the event of an incident
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