1) Uncustomized default modules that are unfit for the company’s business processes.
Small companies often require only a limited amount of features that are easy to use. A complex and poor interface can cause employees to get confused and overwhelmed. It can even lead to turbulence on the side of CRM users. A CRM’s core use is to smoothen the workflow and to let you perform tasks with ease. Whenever a CRM can not provide this, it destroys the purpose of implementation. Therefore, companies begin searching elsewhere for a better fit.
2.) The business has already built a large database over time, and it could not be accommodated by the current CRM.
When a business goes on to become successful and expand its operations, there will be a time when its CRM systems can no longer keep up with the growth. Those CRMs may have been a great choice once, but now, their lack of features to support a large firm requirement becomes a hindrance. Additional operational costs could also push businesses to find an alternative system since there will be more manual work. Whenever CRM’s functionality becomes obsolete, companies tend to explore other options in the market.
3) Poor or no onboarding and user training
Low usage of a CRM may indicate that there are people who are reluctant to use the CRM. It could be due to a lack of training or the lack of need for a CRM system. While some vendors provide a user’s manual based on the default setup and modules, the existing CRM vendor may have failed to provide adequate training and support, which may result in low CRM use.