5 Signs your CRM is stopping your growth

Published: 28 September 2021

Your current CRM system does the basics, but are you struggling to access accurate customer data quickly? Do your team avoid using it and revert to siloed systemsAre you unable to keep up with your customers’ activity? 

It’s time to implement a new CRM solution. 

Still unsure if this is the right move for your business? 

Here are 5 signs your CRM system is stopping your growth. 

1.Lack of integration causing staff to duplicate their efforts 

Your current CRM system is unable to integrate with other tools across your organisationcausing your staff to repeat the same tasks across a number of systems, for example: copying and pasting customer dataThis is a sign that your CRM capabilities are limited and are no longer meeting the needs of your business 

2.Your Team isn’t using it  

Your staff are spending more time out of the system than they are in it. Studies show that around 65% of CRM projects fail due to low user adoptionIt is likely that your current system or process isn’t user-friendly and using it eating up a lot of your employees’ time 

3. Your data is not easily accessible and customer information is missing 

Your CRM is only as successful as the data you have in your systemSoif your team isn’t using your CRM tool, guess what? Your next problem is the gaps in your customer information. By not using CRM or not having a CRM, staff are using siloed systems, meaning customer data is saved here, there and everywhere making it next to impossible for you to easily access your customer information.  

4. You can’t keep track of customer activity, causing customer service levels to suffer  

A recent study by PWC found that 1/3 of customers will stop doing business with companies after only one bad experience – Can you afford to risk losing your customers?  

It’s time to ask yourself, does your CRM system allow you to respond quickly to customer queries? Is it giving you the scope to provide a better customer experience than your competitors? Your system should allow you to anticipate the needs of your customers, so you can be proactive with your customer service rather than reactive when you find out your customers are unhappy – it may already be too late by then! 

5. Reporting is a manual, time-consuming process 

Your salespeople should be able to access reports quickly and easily, not wasting 64% of their time on non-selling activities their time such as manually analysing data and curating sales forecasts.  

Manual reports are time-consuming and not scalable, meaning your business growth will suffer as a result.  

You need a CRM platform that will allow you to create customisable reports based on relevant company information. A good CRM tool automates this process allowing your team to have access to reports at their fingertips and easily share this information with others in the business.  

CRM software is now the biggest software market in the world and the growth isn’t slowing down. Don’t get left behind, talk to us today about a new CRM system that meets your business needs – Email: [email protected]  

Read More

How to keep track of records using the follow functionality ...

25 June 2024

Find out how to keep track of records using the follow functionality in Dynamics 365 in our blog

How to edit multiple records in Microsoft Dynamics 365 CRM

24 June 2024

Save time when updating records in Dynamics 365 CRM, our step by step guide shows you how to edit multiple dynamics records at the same time.

Ensuring Compliance with the Data Protection Act in CRM 

10 June 2024

Let's talk about the Data Protection Act and its impact on your CRM system.

The Power of CRM and Marketing Automation Integration

21 March 2024

CRM and Marketing Automation: Find out more on how to take your customer relationships to the next level in our blog.

Maximising Business Success: 5 benefits of Dynamics 365 CRM 

2 February 2024