5 Signs You Need a CRM Update
June 1, 2023
CRM or Customer Relationship Management Systems have become necessary in today’s competitive business landscape, to improve business relationships. A CRM system helps you keep your customer’s contact details up to date, track every interaction they have with your business, and manage their accounts. It can also help you provide better customer service by making each interaction intentional and personal, since a CRM platform enables you to view all previous interactions with a particular customer.
But to keep the many benefits of a CRM, it needs to be kept updated. An outdated CRM does more damage than having none, so to know if you need to update your CRM already, here are 5 signs you need a CRM update.
Outdated User Interface and Experience: It seems like an obvious one but there is a difference between an old user interface and simply an outdated one. If we look at HubSpot CRM or Salesforce CRM for example, they have been in the game for quite long but have managed to remain the best used by many businesses worldwide. An outdated user interface and experience could be seen through clunky navigation, or a steep learning curve, that could frustrate your team and even hamper productivity in the long haul. In some cases it could be as simple as your current CRM just not being able to accommodate your business growing and your needs for a CRM changing as a result.
So, a best practice to keep your CRM updated, is to conduct regular CRM audits. You can ask your CRM administrator to do this, or contact a professional service for the best results.
Proven ROI provides not only provides CRM audits, but also CRM strategy along with many services for you to check out here: https://www.provenroi.com/services
Lack of integration For a CRM to be truly efficient in marketing automation and increasing productivity of your team, integrations like Mailchimp for email marketing, Zoom or Eventbrite for virtual events, google sheets, google docs etc for efficient collaboration, became a must. A CRM that can’t provide multiple options for integrations can become quite redundant for your team to be truly effective in producing results. For eg HubSpot CRM provides over 1000 integrations that can be easily accessed from their app marketplace.
If you haven’t checked those out already, you might be missing out on other ways to truly unlock the potential of your HubSpot CRM. Check out some ways HubSpot can skyrocket your business growth here: /skyrocket-your-business-growth-today-with-hubspot-crm
3. Inadequate Reporting & Analytics Data is crucial for effective marketing strategies that drive lead generation. A modern CRM needs accurate reports and analytics to drive marketing decisions for revenue growth. A modern CRM should empower you to generate comprehensive reports, track key performance indicators (KPIs), and gain valuable insights into your sales and marketing efforts.If your current CRM system lacks robust reporting capabilities, meaningful data visualization, or advanced analytics, it's time to consider an update.
4. Limited Mobile Accessibility In a world where even 95% of google searches are mobile driven, almost all functions are now performed through mobile apps or mobile versions of websites. Your sales team needs go to information on leads from your CRM database on their mobile, your marketing team needs the CRM on their mobile for real time collaboration that is quick and efficient. If a CRM is not mobile friendly, it can get cumbersome for your team and create more challenges instead of solving problems. Upgrading to a mobile friendly CRM is hence very important.
5. Limited Automation Capabilities A CRM becomes an essential tool in MarTech stack not just for automation, but efficiency and productivity that can help your team focus on strategic decisions instead of being bogged down with repetitive and time consuming tasks. Whether it is automating marketing emails, reporting and analysis for data, or even an effective CMS (content management system), all of this becomes very basic for a modern CRM that drives growth and results. So if your team is left stuck with tasks that can be automated easily, you need to consider changing your CRM.
If you are considering updating your CRM today after reading this, here are a few simple ways that you can improve your CRM performance and update it for your needs: /improve-your-crm-performance-today-with-these-tips
But if you need a professional CRM audit to determine what updates could help your business needs, and how to switch to a better CRM that helps your business grow, you can book a consultation with us today here at Proven ROI and our team will immediately get back to you: https://www.provenroi.com/contact
Outdated User Interface and Experience: It seems like an obvious one but there is a difference between an old user interface and simply an outdated one. If we look at HubSpot CRM or Salesforce CRM for example, they have been in the game for quite long but have managed to remain the best used by many businesses worldwide. An outdated user interface and experience could be seen through clunky navigation, or a steep learning curve, that could frustrate your team and even hamper productivity in the long haul. In some cases it could be as simple as your current CRM just not being able to accommodate your business growing and your needs for a CRM changing as a result.
So, a best practice to keep your CRM updated, is to conduct regular CRM audits. You can ask your CRM administrator to do this, or contact a professional service for the best results.
Proven ROI provides not only provides CRM audits, but also CRM strategy along with many services for you to check out here: https://www.provenroi.com/services
Lack of integration For a CRM to be truly efficient in marketing automation and increasing productivity of your team, integrations like Mailchimp for email marketing, Zoom or Eventbrite for virtual events, google sheets, google docs etc for efficient collaboration, became a must. A CRM that can’t provide multiple options for integrations can become quite redundant for your team to be truly effective in producing results. For eg HubSpot CRM provides over 1000 integrations that can be easily accessed from their app marketplace.
If you haven’t checked those out already, you might be missing out on other ways to truly unlock the potential of your HubSpot CRM. Check out some ways HubSpot can skyrocket your business growth here: /skyrocket-your-business-growth-today-with-hubspot-crm
3. Inadequate Reporting & Analytics Data is crucial for effective marketing strategies that drive lead generation. A modern CRM needs accurate reports and analytics to drive marketing decisions for revenue growth. A modern CRM should empower you to generate comprehensive reports, track key performance indicators (KPIs), and gain valuable insights into your sales and marketing efforts.If your current CRM system lacks robust reporting capabilities, meaningful data visualization, or advanced analytics, it's time to consider an update.
4. Limited Mobile Accessibility In a world where even 95% of google searches are mobile driven, almost all functions are now performed through mobile apps or mobile versions of websites. Your sales team needs go to information on leads from your CRM database on their mobile, your marketing team needs the CRM on their mobile for real time collaboration that is quick and efficient. If a CRM is not mobile friendly, it can get cumbersome for your team and create more challenges instead of solving problems. Upgrading to a mobile friendly CRM is hence very important.
5. Limited Automation Capabilities A CRM becomes an essential tool in MarTech stack not just for automation, but efficiency and productivity that can help your team focus on strategic decisions instead of being bogged down with repetitive and time consuming tasks. Whether it is automating marketing emails, reporting and analysis for data, or even an effective CMS (content management system), all of this becomes very basic for a modern CRM that drives growth and results. So if your team is left stuck with tasks that can be automated easily, you need to consider changing your CRM.
If you are considering updating your CRM today after reading this, here are a few simple ways that you can improve your CRM performance and update it for your needs: /improve-your-crm-performance-today-with-these-tips
But if you need a professional CRM audit to determine what updates could help your business needs, and how to switch to a better CRM that helps your business grow, you can book a consultation with us today here at Proven ROI and our team will immediately get back to you: https://www.provenroi.com/contact
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