Why, Where, and How to Change CRM Software

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Why, Where, and How to Change CRM Software
by Anastasiia Dyshkant

 

Companies communicate with clients in different ways and data collection has become an extremely important activity. While many companies know they need a better way of collecting customer information, most don’t know where to start.

 

In this article, you’ll explore Why it’s essential to change CRM, Where to change CRM, and How to change CRM.

 

Change CRM

 

 

Why Change CRM?

 

Change is the driving force behind development, growth, and sustainability. Clients and businesses are changing rapidly. When companies don’t follow suit, they inevitably fall behind.

 

Many customers don’t want to move to a new CRM because they’ve invested too much in their existing CRM.  

 

However, those who migrated their data to a new CRM platform were satisfied with the results. 

 

Take a closer look at the signals for changing your CRM. Below are common reasons why people often change their solution, so if any of these are happening to you right now, you might want to consider a change to your data management system. 

 

  • Poor customer support

 

The CRM vendor doesn’t offer you appropriate assistance. When introducing a CRM system, you and your staff need sufficient and in-depth training. Therefore, it is important to select a CRM provider that can give hands-on, comprehensive training and support. 

 

In addition, if something goes wrong you need to be sure that you can contact the vendor and get help quickly. Technological problems shouldn’t distract you from running your business.

 

  •  CRM data is inaccurate

 

Inaccurate or incomplete data exhaust your CRM and can make you change CRM. This is perhaps a warning that your salespeople are hesitant to use your CRM. Some factors that increase the risk of poor data include: 

 

  • A high degree of manual data entry
  • Duplicate data in various formats 
  • A lack of clean data protocols, such as audits or deduplication
  • Employee apathy to CRM data

 

  • Time-consuming

 

Nobody wants to waste a lot of time typing the contact information in forms. Sirius Decisions found that the average sales agent spends only 18% of their time engaging with customers. That’s only 7.2 hours a week, which leads to the question: what are they doing during the other 32.8 hours?

 

The basic functionality needs to be automatic. 72% of CRM users will happily swap all of CRM’s extra functionality for a more user-friendly CRM, according to SalesLoft. 

 

  • High cost

 

Another reason to change CRM is a high price. Over time, prices increase, especially with system updates. This may be because an administrator is leaving the organization. Then, one individual may leave with lots of useful knowledge. 

 

  • Difficult to learn

 

Being too complicated is not exactly a positive thing. Companies may also overestimate their expectations about the various CRM functions. Most of the apps either are not used or are redundant. 

 

The difficulty of CRM is the number one reason why companies are dissatisfied with their CRM program and are talking about switching to another solution.

 

  • Outdated system

 

It is a well-known fact that technology is constantly evolving. An upgraded CRM system is of utmost importance. You make the process more effective and time-saving by providing the necessary data and a structured framework for your client. 

 

 

 

Where to Change CRM

 

Trujay is a service for the migration and integration of CRM data. It supplies companies of all sizes with secure, productive, and cost-effective services. Trujay has over 20 years of experience in the industry and provides automated migration for more than 30 of the most popular CRM systems. Trujay offers a self-service migration, where you can do data migration on your own or with guided help from our team.   

 

Trujay’s team of specialists is highly experienced in the market of data migration and is ready to help you at any time. We provide our clients with a range of services such as Guided Migration, Custom Migration, Onboarding, and others. So, take advantage of:

 

Trujay’s Self-Service Migration Wizard 

 

With Trujay’s Self-Service Migration, users are able to proceed with the migration process for FREE and without any risks. 

 

You can transfer a limited amount of data just to evaluate the results and the process itself. No technical skills are needed to use the software and we do not ask for your credit card information. 

 

 Benefits of Self-Service: 

 

  • Variety of budget packages

 

  • Multi-lingual interface (English, French, German, and Spanish)

 

  • Security of data

 

  • All-around support

 

  • Possibility of migrating to 30 of the most popular CRM solutions on the market

 

  • Migration insurance

 

  • Price-estimator

 

 

Guided Migration Service

 

If you’re unsatisfied with the results of your sample migration or were confused by object mapping, we have something called the Guided Self-Service Migration. 

 

Our Guided Service provides you with an account manager to review the migration and focus on your needs. We can come on and guide you while you’re mapping your fields, or do the whole thing for you from start to finish. 

 

If you feel like you can map objects on your own but need assistance thereafter, we can jump in at any point and guide you through the rest. If you choose to have us complete the entire self-service for you, you’ll see the entire process done via screen share. 

 

To get more information on our Guided Self-Service Migration, contact us or reply to your sample migration results email if you completed one or check out this page.

 

 

 

How to Change CRM

 

      1. Provide your current and future CRMs details

First, you have to visit the Wizard and start free sample migration. Choose your existing and new CRMs from the drop-down menus and provide the required credentials. 

 

 

 

 

  1. Email Confirmation 

Confirm your email address to receive a notification about the sample and result file. 

 

 

 

  1. Launch Free Sample migration

Just click the Free Sample Migration” button. For first-timers, data fields will be mapped automatically using the most common logic.

Note. If you want to change field mapping according to your business requirements, click the “Fields Mapping” button.

 

 

 

  1. Evaluate Sample migration results

If you are satisfied with the results, you may proceed with full migration. Simply press “Start Full Migration” or “Add Funds to Start Full Migration”.

Note. If you want to change specific mapping fields click the “Change Fields Mapping” button. 

 

 

 

  1. Objects Selection and Mapping Configuration  

You can check/uncheck the required objects. Also, to review and customize the mapping for these objects, click “Change fields mapping optional”. 

Note. You can re-run your free Sample migration and change mapping fields as many times as you wish at no cost.

 

 

 

 

The Final Thought

 

Now, you know why, where, and how to change CRM software. With Trujay, you will be provided with a wide range of services to choose from.

 

Below are some helpful resources for you to get started on any of these options: 

 

To begin your free sample migration, visit our Self-Service Tool. After you complete the sample and are interested in a Guided Self-Service Migration, contact us.

 

To get started on a custom project, contact our experts. We’re ready to work with you in a timely fashion.