Teams change CRM when they should change the process
4 June 2026 at 03:41
I think a lot of CRM migrations happen for the wrong reason.
The old CRM gets blamed for bad adoption, bad data, poor reporting, messy handoffs, missed follow-ups, weak pipeline hygiene, etc.
Then the company buys a new CRM, recreates the same messy process in a cleaner UI, and six months later the same complaints come back.
Sometimes the CRM really is the problem.
But a lot of the time the bigger issue is that the business has not agreed on the customer process, ownership, required data, stage definitions, or what “good CRM usage” actually means.
So the CRM becomes a very expensive mirror.
For people who have done CRM migrations: how often did the new tool actually fix the problem, vs just expose the same process issues again?
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