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The right CRM system can streamline tasks and host a multitude of revenue-generating benefits for your business. But the wrong solution can dramatically hold you back.


Technology has revolutionized the way we work, communicate and interact. It has also revolutionized the way we do business. Nowadays, a CRM software is a valuable part of any modern organisation, and we have previously reported on how a CRM is the reason behind Amazon’s success. By leveraging the powers of an up-to-date CRM, you can receive a multitude of revenue-generating benefits in return. A good CRM software will allow you to:


By customizing CRM features to fit your needs, you are setting yourself up for success and gaining a competitive edge. A CRM solution will automate your processes, streamline your operations, and take your business to new heights.


Keeping your customers happy is the key to success. But how can you give your customers what they want, if you don’t understand them? A CRM software can collect and sort your customer data, ease communication, and make sure that you give an improved customer service.

If their needs are met, your customers will be happy. It’s as easy as that.


Analytical data is an imperative part of any business. With CRM, you can make sure that nothing is miscalculated or wrong. The software will also store your information in one place, meaning that you can sort data and generate reports much quicker.

Additionally, a recent survey on the US market revealed that:

  • 59% of sales teams prefer CRM because it gives access to key customer information
  • 76% of sales managers say they benefit from CRM as it boost sales
  • 25% of organisations saw an immediate increase in sales productivity after implementing CRM

Sales goals, performance reports, and customer information can lead you to untapped opportunities and increase profitability. These are all amazing results.

But what if you’re not really seeing any benefits?

Perhaps it’s because you’ve been working with your CRM solution for quite some time now. Perhaps it’s a part of the big family, with your entire team knowing every quirk, shortcut and limitation of the system. It’s been a huge asset. But even a once-valuable solution can outlive its usefulness. If you are no longer benefitting, it might be about time to look for a replacement.

One that gives you proper ROI.

One that doesn’t give you a headache.

To succeed in 2019, you need to be both savvy and forward-thinking. In other words, you need to understand when things stop working for you. Software is an asset that, when it stops performing, needs to be replaced. Don’t waste time and resources on trying to patch it up and keep on going. Take it as an opportunity to find something better.

So how do you know when it’s time to upgrade your CRM solution? Our in-house IT-experts have compiled a list of 6 tell-tale signs that you need to upgrade your CRM.



Integrating your various software solutions can make life so much easier. But what happens when your software simply doesn’t play well with your other systems?

In theory, integration between software should be seamless and smooth - and it should certainly not involve any major roadblocks. Unfortunately, that’s not always the case. We often see that older versions of software are not built with integration in mind, or that your chosen vendor might have stopped rolling out updates on your CRM, leaving you with a slow and outdated version.

It’s time to face it: if it takes blood, sweat and tears to make your CRM exchange data with other systems, then it’s not really doing its job.


We live in a fast-paced world, and most of us spend a lot of time on the go. Whether you’re in an uber, stuck on the commute or waiting in an airport, chances are that your smartphone is basically glued to your hands, with the entire world at your fingertips. But wait - didn’t your CRM get the memo?

All good CRM vendors offer mobile applications - and if they don’t, they’re often not worth the investment. Quite naturally, these apps will vary in both quality and functionality. Whereas some are full versions of their desktop counterparts, others only allow limited access to your most valuable CRM features. 

But if your provider doesn’t allow out-of-office access, it might be worth choosing convenience and start looking for a new solution.


We know how tricky it can be to find the right software.

Perhaps you were in a bit of a rush when you picked your CRM vendor, not really having enough time to do proper research. Or perhaps you were too frugal, being led solely by the wallet and not really anticipating the exceptional growth you’ve experienced since.

It’s ok, we get it.

But a software is far from a one-size-fit-all solution. It needs to fulfil your business requirements in order to take your organisation to the next level. So, does your CRM actually fit you? Or have you outgrown its functions?

The wrong software can dramatically hold back your success. Always remember that there are

hundreds of options on the market, but only one perfect match.


Do you continuously need to

  • Ask your sales manager in order to understand sales efforts?
  • Ask your website manager to understand customer behaviour online?
  • Ask your marketing manager to under understand whether or not emails are opened? 

If this is the case, then you lack a fundamental understanding of your CRM software. It might be due to lack of training, or it might also be that your system is anything but intuitive. The result is that you’re not getting enough bang for your bucks.

A CRM software is supposed to save you money and automate your tasks.

If it’s a bottleneck, it’s time to move on.


By now, you’ll be aware that CRM is the perfect tool for project management, lead nurturing and task management. In other words, it’s a valuable investment for any company.

Unfortunately, lack of proper implementation is a major problem for today’s organisations. Here at Software Advisory Service, we always say that these 3 steps are imperative when implementing your brand new software:

  • Access to IT Support

When implementing, make sure you have access to IT professionals that can help with any high priority issues. Perhaps you need help with setting up the software, migrating your data, or adopting key techniques or operations. Whatever it is, you need to make sure that your system runs smoothly from the start.

  • Alert Your Staff 

The CRM solution will not be adopted quickly without involving your staff. Make sure that you tell them about the benefits, and provide training in how to use it properly. This way, you’ll mitigate the risk of errors as early as possible. 

It might be a no brainer to you, but you’d be surprised at the number of companies that doesn’t properly train their employees. 

  • Pay Attention 

Don’t forget about the application. Perform regular audits to ensure that everything is working the way it’s supposed to - and to ensure that your employees use it in the right way.


You’ve spent hour upon hour in phone queue, desperately trying to reach your vendor’s IT support when all you get in return is a jazzed up version of Vivaldi’s Four Seasons.

 Your emails are getting angrier by the minute.

 But all you can hear is... crickets.

 If this is your current situation, then you should take it as a clear sign that your chosen provider is not really that interested in keeping you onboard. Find a provider who answer your emails, that picks up the phone and who are willing to help you through your software issues.

 You deserve more than the sound of crickets.


 So, you have finally decided that it’s time for a change. But where do you go from here?

 We recommend that you perform a full audit before making your next step. In order to choose the best solution for you, you will need to know your requirements first. We at Software Advisory Servicedon’t really believe that there is a software that’s “best” -  that’s in fact a fully subjective question. We will only say that a CRM is the best, when it fulfil all your needs.

 As an example, let’s take a quick look at some of the features in our top 3 CRM providers.


 Salesforce is the perfect solution for those looking for a reliable and customizable CRM. While the majority of organisations are looking for a solution to use right now, Salesforce is mainly popular due to its scalability. This means that it can still be used even if a company experiences strong growth 3 years from now. 

Salesforce is also known for being expensive, making it an unlikely choice for small organisations.


 Dynamics 365, the newest version of Microsoft Dynamics CRM, is a real powerhouse of a solution. But beware - this is no ordinary software. With Dynamics 365, you will actually get the combined powers of a CRM and an ERP.

 In short, it can bring great advantages to organisations that want to unite their back-office department with their customer-facing employees.


 Zoho is a long-time favourite amongst smaller organisations, mostly due to their affordable prices and the fact that their free plan allows a total of three users. Additionally, Zoho’s free version is known to be notably better than other CRM providers in the same price range.

 As you can see, our top 3 CRM solutions offer wildly different features - and they are therefore suitable for different organisations. If you want to know which one is the best for your business, it’s imperative that you know your needs first.


 It can be challenging to decide if it’s worth spending time and money on a new, up-to-date software solution. However, a functioning CRM is an essential driving force in the success of most businesses today. With the rise of increased capabilities and automation, it’s more important than ever that your software is working for you - not the other way around.

 If you’re looking for a new CRM provider, but you’re not exactly sure who to approach first, then our experts here at Software Advisory Service should be your first stop. The process of finding professional CRM providers can be a daunting task, and our free consultative service will take all the pressure away from you - all while simultaneously taking you from zero to hero in no time. 

Our team of experts start by understanding your requirements before creating a shortlist of potential CRM partners. As we currently partner with hundreds of technology and software firms in the UK, we have a huge and varied database that can cater for a diverse range of needs. 

Presenting you with suitable and recommended technology partners help you cut the cost of searching for new software providers - and it saves you a whole lot of research, too!  


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