5 Signs to Change Your CRM System and Migrate to a New Platform

3 min readSep 16, 2020


Imagine a situation where a company spends a lot of time, effort, and money into their customer relationship management (CRM) system.

The internal and external costs of implementation, development, updates, user support, and customer service are massive. However, the platform hasn’t kept up with said company’s needs, and the pain is beginning to set in.

Why do I need to change my CRM?

According to Capterra’s CRM Industry User Research Report, the top 5 signs to change your CRM include:

  • The former system lacked functionality options
  • The software does not evolve anymore
  • The platform’s maintenance has become too expensive
  • The solution didn’t support company size anymore
  • CRM was too hard to use and required additional training

Consequently, if your company is going through any of the problems mentioned above, it’s time to set up a game-changer process.

There is a natural reluctance to move to a new CRM, significantly, if invested in their current system.

However, several organizations have found that the benefits of switching to a new CRM exceed the drawbacks of making the move. So let’s take a closer look at why migrating from your current CRM to a newly desired platform can make one’s business improve customer experience and increase sales.

What are the 5 signs to change CRM?

Depending on your business needs and budget, there is a wide range of factors which indicate that the time has come to make a CRM switch. Find a list of signs below and evaluate whether you find them familiar with your situation to ease the process of determining if your organization is ready for the data import.

1. Outgrow the company size.

One of the big signs of moving CRM may be that the existing solution no longer suits its size. Second, you kept things small, from recruiting a handful of staff to getting the shoe-box office or collaborating with your employees remotely.

Today, your business has expanded with several different departments and a variety of team members requiring more specialized resources to handle company processes effectively. The capacities of the company grow, along with its goals. An outdated solution can easily be the terminator of your workflows if it doesn’t have the features you need.

2. The complexity of the CRM platform

Having a CRM with a large variety of different features isn’t always a smart idea. Sometimes the businesses overestimate the needs of their companies concerning CRM capabilities. Most of the features, in this case, are not used or even complicate business processes. Apptivo research determines CRM complexity is the number one aspect of CRM business satisfaction and data import.


Read the full article here.

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