Your CRM software took a lot of time, energy, and money to incorporate into your business. Not only did you have to pay for the software and load it onto your computers, you also needed to take time out of your regular day to train your employees how to use the system.
If your CRM system is no longer effective or efficient, you may find yourself wondering if it’s time to install a brand new system and go through that rigmarole once again.
However, before you consign yourself to switching out your CRM software, you should perform an audit on your current system. It may be that the root cause of your problems isn’t the software itself, but rather the processes you have in place. Determining the cause of your problems can help you find a way to fix them – either through modifications or a full-out replacement.
Potential CRM Problems
Your CRM software could be malfunctioning for a variety of reasons:
Some of these problems can be fixed, whereas some cannot. Before making the decision whether to fix it or toss it, you need to audit the software.
Questions to Ask in Your Audit
Auditing your CRM software involves going through a list of questions regarding the functionality of your tools and processes. If many answers to these questions are “Yes,” then the problem with your system is in the processes you built, not the program itself. If most of the answers are “No,” then you need to consider whether to attempt to fix the tool itself, or replace it with one better suited to your needs.
Consider your system and ask yourself the following questions:
Getting Help from a Professional
If a do-it-yourself audit is too involved or complicated for you to handle on your own, you can bring in a professional auditing firm to assess your CRM software’s functionality. They can help you determine if your processes need to be updated, how to update them and correct other problems, and whether you will ultimately require a new CRM system.
Whether you do it yourself or employ a professional, auditing your CRM software may be a necessity. Don’t throw away your system just because it isn’t working – perform an audit first to see if your problems are permanent or fixable.