The 3 Worst Reasons For Not Upgrading Your CRM

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In talking with sales managers and operations people interested in a new CRM solution, we often hear reasons why they would like to upgrade their CRM solution but cannot. Certainly, many of those reasons are sound – they may be required to use a certain type of sales force automation software, or perhaps they have an industry niche that is best served by a vertical package. Many times, though, we hear reasons for not upgrading that just do not make sense. The three worst of these are:


This isn’t going to work with our PCs or devices

Long gone are the days when CRM software had to be hosted on a server, yet many people still are under the impression that old servers and laptops mean they will not be able to use the latest version of Microsoft CRM. Nothing could be further from the case – as long as you have an internet connection you can access a current version of Microsoft CRM. And while it was true that earlier versions of Microsoft CRM Online presented issues with those who wanted full mobile access, that too is no longer a concern.


Our process is very specific and will not work in another CRM

While that can certainly be the case in some situations, in most cases any type of business process can be handled through the workflows and custom entities that can easily be created in Microsoft CRM. To put it another way – if you are truly struggling with your current CRM solution, and stick with it only because it handles your business workflow, don’t you owe it to yourself to see how Microsoft CRM could replicate that workflow?


Our staff does not like change

Of course they don’t. No one does. But your competitors are making upgrades and you need to keep pace. Plus if you are working with the right implementation partner, and you have done your due diligence and found that Microsoft CRM will help your business, your staff will be much happier in the end.


By Intellitec Solutions, a Microsoft CRM partner serving clients in Delaware


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