A business trip to Austin made me rethink our CRM setup

I always thought our current CRM was fine for all our teams. But after visiting the Austin office, I saw how slow it made their sales process. They showed me a demo of a newer system that updates in real time. That hands-on look changed my whole thinking. Now I'm convinced we need to switch to something faster.

4 comments

4 Comments

irisowens1mo ago

But switching systems is such a huge pain though.

nancyjones1mo ago

Honestly, it totally is a pain, no lie. What helped me was just planning one tiny piece at a time instead of looking at the whole huge mess. Like, maybe just move the customer data first when nothing big is happening next week. Having a solid plan to go back if things break is the only way I slept at night. It still sucks for a bit, but it's way less scary broken into steps.

kim7341mo ago

Read about migration tools making it easier now?

the_thomas24d ago

Our old CRM took 45 seconds just to load a client page, which is what finally pushed us to move. We did exactly what nancyjones said, moving just the contact list over a quiet weekend with a full backup ready. Kim734 is right about the tools, we used a basic import tool that cut the manual entry by about 80 percent. The key is having that rollback plan so you can just hit undo if the new system acts up on Monday morning.