The Customer Relationship Management (CRM) landscape has changed significantly in recent years. The pandemic accelerated the digitization of customer-facing processes and sparked a revolution in CRM capabilities. And with rapidly evolving technology such as AI helping to re-imagine the value that CRM can deliver, it’s not surprising that one in five businesses replace their platform each year.
Nevertheless, just the thought of switching to a new platform can make sales and marketing leaders shudder. Fears of escalating costs, lengthy implementation processes, and painful data transfers may make the switch seem risky, costly, and overwhelming. But many of these fears are based on myths that stem from outdated tools and unsuitable choices. Zoho is debunking the top five of these myths about switching CRMs, deciphering what’s true, what’s not, and how you can ensure you’re following the best switching practice to get the most value out of your CRM.