The “Right-sizing Your CRM” report by Insightly and Ascend2 explores how aligning CRM tools with team needs boosts sales efficiency, visibility, and cross-functional collaboration. While most teams use CRMs, only 34% fully adopt them, often due to usability issues, misaligned tools, and decision-making biases favoring brand familiarity over fit. High CRM satisfaction—tied to better sales outcomes, AI adoption, and customer journey visibility—correlates with choosing tools that match organizational scale and needs. The report stresses evaluating CRMs on usability, integration, and strategic alignment rather than legacy loyalty or sunk costs.

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