6 Reasons to Upgrade CRM and Improve Your Business Results

CRM is Customer Relationship Management. It includes different strategies, practices and approaches for managing customer data. Usually, it is administered with the assistance of CRM software. That’s software that gathers data about a company’s customers in one place. Via CRM software, organizations can manage work with their clients, suppliers, track customer interactions and more.

Why is CRM important?

A reliable CRM system stores customers data and enables customer segmentation and retention. It helps businesses learn information about their customers, determine their needs and why they choose the company’s products or services

Custom CRM software is used to optimize complex client interaction processes and increase customer satisfaction. Counting on the CRM type, it can organize sales processes, marketing campaigns, business analytics, and more.

What is a CRM upgrade?

CRM upgrade may be a process of renewing outdated software that not satisfies organization needs. If the corporate is using SaaS CRM (Software as a Service), it might mean updating to the most recent software version.

In the case of custom CRM software, it might mean an entire package of the software development process. It’ll include current software analyses, planning, development, adjustments, and testing. Counting on company needs, CRM software is often converted to new technology (for example, migration to .NET), transferred to a different datastore type (ex, on-premise server to cloud), and more.

Reasons to upgrade CRM

You need to upgrade your CRM when the results of its work become questionable. These reasons can be different for different companies. To give you a more clear example, we gathered here the reasons that make our client, an international charity organization, go through rewriting their CRM to .NET and transfer it to the cloud.

1. Unsecure integrations

Our client custom CRM software was written in Visual Basic 6. All the installations were isolated and will exchange the info via export/import files. In other words, that’s not the foremost reliable, fastest, and secure way of integration. VB and lots of libraries went out of support, which also impacted safety.

2. Difficulties in remote work with a desktop app

COVID-19 made an enormous impact on the way organizations work. Most of the offices were closed for months or maybe for a year. In such conditions, desktop solutions hardly worked.

People had to attach to the office VPN (Virtual Private Network). Then, they have to use RDC (Remote Desktop Connection) to access their office computers. Of course, slow connections with huge traffic overheads didn’t guarantee comfortable work.

3. Manual booting

IT Support departments extensively monitored every workstation at the offices. When the facility got down or simply the system hanged, someone had to return up and boot the machine manually.

4. Maintain multiple workstations

Any desktop-based system requires longer and more resources for maintenance. Every workstation must be checked and brought care of separately. At an equivalent time, web-based CRM has just one server to be maintained when it’s necessary.

5. Inconvenient UI

The HTML-based interface wasn’t mobile-friendly. That, in turn, made the system less accessible for workers. Also, it’s slow performance because the UI was rendered on the client-side.

6. Slow connection to a database

Our client has 14 different locations everywhere in the world, and every one of them features a separate database. As a result, there have been difficulties with data management and its security.

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If you feel your company’s CRM software no longer covers all business needs, it is time to upgrade it. Contact Abto Software professionals to make a difference to your organization.

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