5 Reasons Why It’s Time For a New Sales CRM


If anyone knows how big of part Sales CRM’s can play in a companies DNA, it’s us. So much so that we even built one of our own

If you’re reading this then you probably don’t need us to tell you how important they are and how they can really help you gain a competitive advantage. 

We have spent months talking to companies that use a CRM to run their business daily and the general feedback is that they really aren’t living up to the hype. 

The primary purpose of a CRM is in the name, Client Relationship Management. So the relationships that you have with clients, should be made better with a result. 

But what we’re seeing is that more often than not, consumers aren’t happy with their CRM solution and as a result, they are just putting up with it or even worse paying for it and not using it. 

Source : Giphy

This blog post is going to walk you through 5 ways to tell if it’s time you found a new CRM. 

Let’s dive in…

1.) You Are Paying For Features That You Don’t Use

We all like to think that when we are buying something new, that we are really going to use everything that it comes with. 

But how often have you bought something only to use it for its primary purpose and forget about all those little features that you paid extra for. 

We’ve all done it. 

First steps should be to find out why you aren’t using those features. Are you short of time? Do you know how to use them? Or are they just not useful for your business?

If you are paying for features that you just don’t use, you can really help trim the fat by reducing costs and seeing if you can reduce your monthly fee by not paying for extra features. 

2.) Your CRM Doesn’t Do What You Want It To

The majority of businesses will have different way of doing things. And as a result will require things done in a certain way. 

This is why your CRM needs to be flexible and work on your terms, rather than being forced to work a certain way. 

By forcing you to adapt working in a different way, this is making you and your team less efficient. 

3.) You Find It Hard To Use

This is something that we have seen time and time again. Companies that have implemented their CRM, only to find out that it’s really difficult to use. 

What happens next is companies stop using it (whilst still paying for it) and go back to less efficient ways of managing their sales and clients – excel or even worse a notepad!

If you find your CRM hard to use, try reaching out for support and additional training and if that doesn’t get you anywhere, it may be time to re-evaluate if that is the right particular solution for your business. 

4.)Your Sales Team Are Always Complaining About It

Your sales team are in the trenches day in and day out, so they really know if something that is supposed to help them close more deals is more of a nuisance than a sales tool. 

The best thing to do in this situation is to speak to your team and find out exactly what is causing them problems and see if anything can be done about it. 

5.) Your CRM Isn’t Making You a Better Company

Your CRM should be giving your business a competitive advantage and if it isn’t, then you should be asking questions. 

A CRM that you use for sales should put you on the front foot, making sure you are proactively talking to prospects, moving them through your sales pipeline and most importantly closing more deals. 

Here are just a few of the reasons why CRM’s can help you close deals faster : 

  • Visually see your current sales leads and where they are in the buying process. Letting you know where to focus your attention.
  • Insights and reports to find out how proactive your sales team is, their performance as well as the results for your business overall. 
  • Tracking communication should be a fundamental part of your CRM. Multiple team members should be able to open other team members’ deals and be fully up to speed from reading the notes and email / telephone call correspondence. 

How many of them ring-true to you? 

Here at Monty, we believe that we have built a powerful CRM that’s full of features, but it’s simple and straightforward to use. 

Want to find out more? Take a look

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