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IT compass

What comes up with clients most often — why an off-the-shelf system stops being enough, what moving to a custom one involves, and where it does not pay off.

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Before you decide to change systems

Chaos versus a system

You know the drill. The customer's contact details in a spreadsheet, the history of the conversation in e-mail, notes in a document and half-finished quotes on a shared drive. The customer calls and you start a marathon between applications to dig out what you need.

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The wrong CRM is a more common problem than you think

Plenty of companies buy a CRM hoping it will make the work easier and their customer relationships more effective. Instead they end up trapped. The system is either too complicated, so it slows the team down, or too restricted to match how the company actually works. The result is frustration and a quiet return to the old, inefficient way.

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When does a CRM become the enemy?

CRM systems promise a decisive change in how customer relationships are managed. Reality often looks different. Companies invest in elaborate solutions expecting better organisation, smoother running and easier data management. Not every CRM delivers on that.

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Your company, your rules. We supply the software.

Imagine buying running shoes two sizes too small and telling yourself: “Well, I'll get used to them.” Absurd, isn't it? Yet that is exactly how many companies treat their systems — they bend their own processes, invent workarounds and settle for “that's just how it is”.

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