Is it Time to Say Goodbye to Your Dated, Legacy CRM System?

The answer is probably yes. We humans are a peculiar bunch, we love routine and loathe change; recoiling before the prospect of having to unlearn that which we’ve become so comfortably accustomed.

If you’re currently running with a legacy CRM system, then you’ll likely know exactly where I am coming from. It has no doubt served you well so far, helping you grow your business from a mere start up, to where you currently stand in the marketplace today.

You’ve invested time, effort and a great deal of money into the system and with that you build up an understandable level of attachment as well. All that being said; it is vital to recognise that just as times change, so too do our technological capabilities.

Consult Everyone – Consider Everything

Naturally, tearing up your current CRM system and replacing it with something new and alien to you is not an easy decision to make. In this light, it is important that you consult all those who will be affected by the change. While shareholders and management will ultimately make the final call, you should also consult your sales people, given that they rely on it in their day to day.

Find out which features your staff think really work and would not be without, and which they believe to be dated or obsolete. This information will be invaluable when it comes to finding a new CRM system to replace your current one with.

You will be able to make a wholehearted and well-informed decision, with confidence in the fact that your new system will blend well with your business.

3 Factors to Consider When Replacing Your CRM

Find the Right Time

There’s no time like now time. If your current CRM system is beginning to show its age, and you’re growing to realise that not making the transition will ultimately hold your business up in the long run; then you’re going to have to jump on it as soon as possible.

Of course, replacing an existing legacy CRM system with an upgraded, hosted version is no simple task and has the potential to be somewhat disruptive to your sales process. That is why it is so important for you to carefully consider the following:

Find the Right Partner

Deciding on who to work with when updating your current CRM system is very important. Naturally you need to feel confident in your new partners ability to implement the system with little to no downtime, with zero loss of data.

Use the Right Software

An equally important decision, as this new system will have to be a worthwhile upgrade with evident advantages. You will also need to decide on a software with streamlined usability, proven success rates and one that will ultimately gel with your business model and workforce.


We understand that the prospect of potentially reshaping the way that your business runs in an incredibly daunting one. If you would like to explore this further, and seek advice on how to proceed then please feel free to get in touch with us at your convenience.