Skip to content
CRM Stock
Sarah FisherOct 10, 20232 min read

Signs Your Company is Using the Wrong CRM

Microsoft 365 , Dynamics , CRM , Microsoft CRM consultants

Remember when your corporate CRM was limited to merely enhancing customer experiences? That era seems like a distant past.

Today, Customer Relationship Management (CRM) systems, such as Microsoft Dynamics 365, have evolved into comprehensive platforms that drive efficiency and connectivity across various business operations. They provide real-time data sharing, task management capabilities, and actionable insights, thus positioning your business a step ahead of the competition.

The customer experience remains paramount, but it's now an interconnected endeavor involving every department in your organization. If your CRM is not bridging the gap between these departments, you might be experiencing some of the following challenges.

Contextual Gap in Customer Interactions

Building strong relationships with customers requires understanding their needs and addressing them proactively. A robust CRM system can make or break this relationship. For instance, during service calls, a high-functioning CRM keeps a detailed record of prior interactions and provides insights from other areas to expedite problem-solving. This seamless flow of information can transform a satisfied client into a brand evangelist.

CRM and ERP Disconnection

Your CRM and Enterprise Resource Planning (ERP) systems should work in tandem to enhance organizational efficiency. When a customer record is updated in your CRM, the data should flow seamlessly to finance, sales, and accounting departments. While ERPs and CRMs focus on different aspects of profitability, they are two sides of the same coin, contributing to a robust and healthy business.

Challenges with Custom App Integrations

While CRM systems like Microsoft Dynamics 365 address many enterprise requirements, occasionally companies may have industry-specific needs that the technology cannot fulfill out-of-the-box. These needs could include specific dashboards, processes, or charts crucial to your organization. A good CRM should facilitate easy integration or creation of these custom apps.

Scalability Issues

A cloud-based, app-centric CRM offers the flexibility to select services required today and add more as your needs evolve. This adaptability is critical for every growing business. There's no need to pay for features you don't need currently. Instead, focus on resources that make the most significant impact on your business today to propel you to the next level.

Performance Issues due to "Silo Apps"

Many companies attempt to create a business management solution by linking disparate apps to their CRM, instead of using a comprehensive system where all components work together. When employees have to switch between apps, it leads to loss of speed, efficiency, and sometimes valuable data. Resources and workflows should be consolidated within your CRM to optimize performance.

A CRM should do more than just improve communication. It should have a measurable impact on performance – reducing costs, eliminating waste, improving retention, and speeding up growth.

When your CRM turns processes into competitive advantages, you'll know you've chosen the right tool for your business.

If you're looking to harness more from your CRM and uncover new opportunities for growth, consider Microsoft Dynamics 365. It provides a comprehensive suite of business applications that help organizations unify data, build high-performance teams, and create more engaging customer experiences.

Ready to get your company using the right CRM?

New call-to-action



Expert Insights from the Aerie Team

Drop us a line

Our team will be happy to answer your questions.

ADDRESS: 110 West Canal Street, Suite 201
Winooski, VT 05404

: (813) 358-4656
HOURS: 8:00 am - 5:00 pm EST Monday to Friday