How painful is it to switch your CRM? — Chip House // Insightly

Chip House, CMO at Insightly, discusses tried and true tips for sales and marketing alignment. There’s nothing worse than paying for a product only to find out that you need to pay for another to get the initial product working right. Likewise, when a company is in the process of switching their CRM, it can be difficult to find one that checks all the boxes in terms of their company’s needs. Today, Chip talks about the pains associated with switching your CRM.
About the speaker

Chip House

Insightly

 is a little camera shy

Chip House is Chief Marketing Officer at Insightly

Insightly CRM

Show Notes

  • 01:55
    Why organizations switch CRMs
    The data indicates that many companies are considering switching CRMs regularly. The main drivers are the tech not meeting the organizations needs and low adoption rates internally.
  • 03:42
    Underutilized CRMs and bad customer experiences
    When CRMs arent used, enough quality data cant flow to marketing and sales. Youre unable to show customers you know them and speak to their pain points in a relevant way.
  • 06:22
    Cloud suite companies and total cost of ownership concerns
    Companies are often oversold on larger enterprise cloud suites. They can end up having to pay integrator partners to implement and customize the technology.
  • 09:15
    How SaaS creep affects companies
    Large organizations can find themselves overwhelmed by the number of SaaS products theyre using. This is due to the fact that cloud suites of technology need third-party tools for integration.
  • 12:22
    Cloud suite technology vs fully integrated CRMs
    Youre able to create a single view of the customer across departments with integrated CRMs. However, cloud suite technology requires third-party purchases to create that same view.

Quotes

  • "Customers arent compelled to do business with a company that doesn't know them well, and doesn't show them that they can solve their pain through the lens that they want to be spoken to." - Chip House

  • "There are companies that just help companies manage their SaaS products. Because weve all probably adopted too many. Seven or more for a typical sales and marketing organization to manage things is too many." - Chip House

  • "We have an advantage of not founding our CRM company in 1999, but rather founding it in 2010. We could take a more modern approach and build everything in one modern platform." - Chip House

  • "Cloud suites are just that. They're suites of technologies acquired, rather than a shared technology vision built from the ground up." -Chip House

  • "There's a huge advantage to having that shared view of the customer. There's those key customer insights across the different teams, sales, service, and marketing." - Chip House

About the speaker

Chip House

Insightly

 is a little camera shy

Chip House is Chief Marketing Officer at Insightly

Insightly CRM

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