Top 10 Reasons to Migrate Your CRM to Xapsys

Customer Relationship Management Software or CRM, is a program designed to gather all aspects of your customer information in one place. This is the software solution that helps your business organized interactions and relationships effortlessly.

New businesses might think it nonsensical to invest in customer relationship management software. However, when it comes to regulating customer interactions and lead conversions, spreadsheets won’t last for long. And, without proper software, your team will have a tough time following up on leads. 

For an established business, not having a CRM solution is like throwing caution to the wind. Read on to find out how the right business solution can centralise and streamline your business processes.

When Should You Consider Migrating Your CRM to Another?

Are you facing consistent challenges in generating adequate leads and maintaining your workflow? Well, maybe it is time to consider investing in a CRM system.

When your business enters the phase of expansion, it is inevitable to avoid pitfalls. Well, friction is a natural result of business growth after all. But, an all-in-one CRM platform can eliminate the friction as well as enhance your customer serving experience. The right CRM solution allows you to align your sales, marketing and service teams to collectively work on the business goals.

Indeed CRMs are powerful tools that assist in expediting your business growth while eliminating possibilities for friction, improving inter-team communication, managing client records and automating daily tasks.

The benefits of integrating CRM software with your existing business processes are clear. However, picking the right solution provider is tricky and requires some planning. Read on to find out what the right CRM solution can do for your business.

The Prime Reasons to Migrate Your Existing CRM Software to Xapsys

The right CRM has the power to supercharge your flywheel. Hence, choosing the right CRM for your business is crucial.

· Automate Tasks

Repetitive tasks are painstakingly time-consuming. Hence CRM automation is a brilliant way to streamline your business processes and improve productivity. Many B2B and B2C businesses have started using CRM systems in order to make complex business tasks easier. Xapsys aligns your ERP and CRM system within one tool so that you don’t have to manage multiple systems. Automate your business processes and provide great customer service.

· Customised CRM & Workflow Management System

Your business is growing with each passing day and you are required to handle a large database frequently. Traditional CRM software may limit your ability to scale your business, but when it comes to Xapsys CRM system it allows you to manage your business and teams from anywhere. A proactive and intelligent system that our software already is, it sends you notifications and reminders so that you never miss anything important. Tailor-made to your business needs, this CRM system empowers your customers.

· Secured Data with Cloud Based CRM System

Switching your CRM has never been so secure and easy. CRM systems are an integral part of your business processes. The humongous amount of data it consists of makes it a desirable goldmine for most hackers. This is the reason why only a trusted and reputed CRM system should be used in your business. Xapsys CRM uses Microsoft Azure servers and improves your business communication with your clients, providing you with a secure and reliable system.

· Free, Lightning fast implementation to Enhance Customer Support

Speaking of customer support.

As a small business, your primary focus should be on attracting new customers and retaining existing ones. This is possible when your CRM system runs smoothly, without any disruptions. 

When you are a small business entrepreneur, you need to pay close attention towards employing the right CRM solution that offers you fast and free customer support. Xapsys’ no hidden setup costs and fast implementation provides your business with just what you need. 

· Get Real-Time Data

With any business operation, it is important to be able to review past present, and past performances and strategically plan for the future. Using Xapsys’ ERP integrated CRM will allow you to access real-time data so that you can easily identify the key trends and get an idea of what to expect from future sales cycle performance.

· Easy to Access From Anywhere, From Any Device

Providing  a centralised database with all your customer information makes it easily accessible from anywhere. This makes it easy for your sales team to know what products customers are looking for. This saves your employees time from digging through old files thereby making it a better experience for your customers.

· CRM With Seamless Integration To Any ERP System

Your business is growing at a rapid pace and with each passing day, you would require to manage larger volumes of the database. While implementing traditional CRM systems, you won’t be able to get the scalability your business needs. However, with Xapsys’ ERP integrated CRM and workflow system you can start optimising your business right away. 

· Integration with Gmail, Outlook, Mailchimp etc.

Switching of applications is time consuming and not cost effective. Consider how much efficient it would be if your CRM had the ability to easily integrate with a multitude of applications. Our CRM is completely compatible with other office programmes, making it a powerful selling tool for relationship selling.

· User-Centric Design – Easy-to-Use CRM System

A CRM solution which is both compatible and easy to use is certainly a powerful combination. Since people are more comfortable with something they are already familiar with, an intuitive CRM system can be a huge benefit. 

· UK-based independent software supplier

As today’s workforce comprises mobile workers, organisations demand business solutions that offer them flexibility as well as accessibility. Xapsys CRM can be accessed from anywhere. This expands your ability to be present on a global scale. Xapsys CRM solutions have helped several enterprises in their journey in migrating from traditional CRM systems to a cloud based, efficient solution. Our customisation abilities make us UK enterprises’ favourite business solution provider.

· Tailored Functionality

When it comes to business solutions, no one size fits all. Since every business is unique, you might need tailored solutions to ensure that all your functionalities are covered. Xapsys’ tailored workflow software has features that suit your business requirements easily.

The Things, You Should Remember Before Migrating Your CRM Management Tool

Your customer relationship management system is responsible for your business’ success. Without the right business solution, managing customer relationships would nearly be an impossible task. 

As one of the important investments your business makes, a good CRM is one that processes and organises data in a meaningful way. A CRM empowers both small and large enterprises to solve more problems in a fast-paced market.

Businesses migrate to new CRMs for multiple reasons such as low performance or high maintenance costs. Since the right CRM management tool enhances business performance, hence it is important to keep the following factors in mind to choose the appropriate one.

· A data knowledge gap means a huge opportunity missed for providing a better customer service experience. While it’s common to assume that your data is structured and maintained well, the reality is far from this. Successful data migration and retention requires you to have sound knowledge of source data. Hence take time to understand the origin and state of the data you are working with. 

· Data migration is a tedious task and without collaborative effort, your implementation is bound to fail. Leaving little room for assumptions and surprises will ultimately benefit your business and result in a productive CRM tool.

· Few organisations lack capable manpower to tackle vast amounts of data generated by their business every day. To combat this some businesses consider hiring a support team. However, an effective solution instead is to invest in CRM rather than manually waste time, resources and energy in tackling data.

· Different CRM platforms require different levels of scrutiny. While planning a CRM migration, enterprises should be selected based on strategic analysis of interconnected data. There should be an appropriate balance between the technical and business requirements.

Conclusion

Well, migrating your old data to a CRM or switching between old and new CRM can be exciting as well as scary. Much as it is important for your enterprise, it is also important to keep exploring the variety of CRM tools in order to stay ahead of your competitors. Xapsys takes the fear and the manpower out of the migration process for you so you can focus on your business.  

Xapsys’ business model empowers businesses by increasing proficiency, productivity and performance.  We’d love to speak with you about understanding your business’s unique challenges and help you manoeuvre around the same.

Reference URL:  https://xapsys.co.uk/blog/top-10-reasons-to-migrate-your-crm-to-xapsys/