Many businesses feel stuck with outdated CRM systems due to complexity, disruption, and cost

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James Thompson
Wed, 25 Dec
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Sales and marketing leaders are pushing for simpler CRM systems that deliver immediate returns and support. Despite the widespread use of CRM, many businesses are feeling stuck with complex and costly systems that fail to meet their needs, leading to inefficiencies. Satisfied CRM users outperform dissatisfied ones in key areas such as lead generation and pipeline management. However, the fear of disruption, cost, and time investment hinders organizations from transitioning to better CRM solutions.

The report by Workbooks highlights a growing demand for user-friendly CRM systems that offer a good ROI upfront. Sales and marketing professionals are looking for systems that are easy to use and provide adequate support. While concerns about disruption and cost remain high, successful CRM transitions can lead to significant improvements in business performance, especially when coupled with proper change management and comprehensive training. According to Dan Roche, Chief Marketing Officer at Workbooks, finding the right CRM approach can greatly enhance performance across sales and marketing functions.

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