4 signs your CRM system needs updated

Published: 31 March 2022

How updating your CRM to an intelligent software like Microsoft Dynamics 365 CRM can help your company to achieve better results

The post-COVID reality requires companies to keep up the pace regarding technological resources. Remote working has not only forced people to be separated physically from their co-workers but also from the information they need to do their job. Many businesses are now starting to question whether their current CRM system needs updated as it doesn’t meet the needs of their new hybrid/remote working model.

It’s important for management to know how to recognise when it’s time to move on from their current CRM system to a more efficient platform. To help you with this, our specialists at Xperience have selected some key signs that show you’re more than ready to take the next step.

1.Everything is starting to feel slow

When applications are falling behind with your operational systems updates, it’s common that they start to feel slower than before.

When systems like Windows release security firmware updates, they may force third party applications to also review their security programming. This update can affect the speed of your CRM system and its functionality. If this is the case, it’s time to consider that your CRM needs updated.

2.Systems not being integrated

Secondly, your systems are not well integrated. That means that your quotation software might not communicate with your accounting system, and could for example cause a clash of information, or hours of double-checking over numbers. Having efficient CRM software that centralises all information will help you to strategise better and establish more realistic goals.

3.Most processes are still manual

Having access to customer information instantly is becoming more important every day, especially with remote working.

For that reason, having static data on printed documents prevents managers from communicating  accurately with their team and team members with each other.

We live in a digital world and businesses are choosing more often than not, to move towards this reality, making manual processes obsolete.

4.Your Sales and Marketing Strategies lack direction

Many companies struggle to create efficient sales and marketing campaigns when data is siloed.  When businesses still rely on multiple systems  to store information and lack an overall view of their sales and marketing data this can significantly impact marketing and sales strategies due to inaccuracies and duplication of effort.

Key takeaways regarding updating your CRM system

Another aspect to consider is that the industry is continuing to evolve. Everyday we see new technologies coming out to make business life easier.

Learning new concepts and accepting that your CRM needs updated, and that your company may need to undergo a digital transformation journey is essential.

Software such as Microsoft Dynamics 365 CRM can accelerate growth and allow you to achieve your sales and marketing goals. Dynamics 365 integrates with Microsoft 365 and teams allowing all files to be centralised in one place. Also, you can see easily how sales processes are going and establish targets which are accessible to the whole team, anywhere, at any time.

If you can relate to any of the issues discussed,  or simply want to have a no-obligation chat about your CRM options, get in touch today – [email protected].


About the Author

This article was published by Lucas Perales, Marketing Communications Executive

Read More

What is ERP? 

20 March 2023

ERP is an excellent tool for streamlining business processes and increasing profitability. Read our blog to find out more.

Align your business strategy with your IT Infrastructure 

20 March 2023

Your IT infrastructure has a huge impact on your business strategy. Find out the benefits of aligning these two areas together for your business.

Microsoft Outlook Vulnerability: Action Required

16 March 2023

We have been notified of a new vulnerability that has been disclosed by Microsoft for Microsoft Outlook.

CRM for small business

13 March 2023

With a CRM for small business, you can get closer to your customers by turning conversations into conversions. Find out more in our blog.

Aileen Slingsby, People Director

7 March 2023