The “Switching CRM Guide” by Insightly provides a comprehensive roadmap for businesses frustrated with their current CRM systems. It outlines seven warning signs—ranging from user frustration and constant data roadblocks to integration failures and stagnant product development—that signal when a change is necessary. The guide then walks readers through evaluating costs, identifying critical needs, forming a cross-functional team, and sequencing priorities to find a better CRM fit. It emphasizes vendor evaluation, rollout planning, user training, KPI tracking, and ROI measurement, aiming to ensure a smooth, impactful transition to a more efficient CRM platform.

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