A CRM should be a long-term investment where you can see real value over time and have the tools to increase engagement with your members.
Here are some signs that suggest it’s time to change your CRM.
Cloud-based
Modern CRM systems are cloud-based, meaning they aren’t tied to on-site servers. Staff should be able to access your organisation’s CRM anywhere and not be tied to a physical location.
Integration needs
Sometimes you need to add additional functionality to your CRM, and the easiest way is to turn to third parties. But if you have to rely on multiple third parties, this increases your costs and risks, like duplicates and data silos.
Certain CRMs require complex integrations, which means it’s difficult for you to add third-party apps or you’re reliant on certain suppliers for support. It also means another solution for your staff and members to manage and learn.
If you don’t have the functionality you need from your core CRM, it might be time to look at a new solution that does offer it out-of-the-box.
Dissatisfaction
We’ve all heard someone shouting at their computer out of frustration. Your CRM should be a help, not a hindrance!
Membership management should be easier for both staff and members with a strong CRM in place. If they have shown signs of being frustrated or dissatisfied, it’s probably time for a change.
Deeper insights
Zentso believe your member data is the heart of your organisation. Data should be easy to report on, segment, and you should be able to uncover valuable insights from it.
A CRM isn’t helpful if it’s just housing data – you might as well use a spreadsheet.
Scability
Your CRM should grow with you and not slow down if your membership grows. When considering solutions, it’s important to consider a CRM that will work effectively in 10 years, not just where your organisation is now.
A CRM should have regular, and often, automatic upgrades which add to the quality of service.
Final thoughts
If your CRM slows your staff, limits growth, or prevents you from delivering a great member experience, it’s a strong signal that it’s time to evaluate new options.
If your organisation is looking at new CRM solutions, we can help.
We will work through your requirements following our process and take the stress out of decision-making
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