Ovex CRM

Convince Your Management To Shift To CRM

The year 2019 witnessed an astounding growth in the overall client management relationship software usage. It surpassed from 56 percent to 74 percent. These statistics show, about ninety-one percent of businesses with above 11 employees now use customer relationship management software. Compared to fifty percent of those with ten employees or less.

The customer relationship management sector growth isn’t slowing down anytime soon. About 74 percent of users saying that the customer relationship management tool has improved their access to customer data, most businesses are likely to increase investments in customer relationship management solutions.

There is no longer any doubt that a CRM solution changes everything. This is why the CRM sector is expected to turn into an $80billion industry by the end of 2025. A well-functioning client relationship management tool does help make work a whole lot easier. It promises to transform businesses sales process, offer rich insights about leads and customers, and help businesses reap early success. But, how do you go about convincing your management to switch to the client relationship management tool?

Change is not easy. But it is necessary and unavoidable in today’s fast-paced world. Let us in detail discuss how you can convince your management shift to the customer relationship management tool.

Develop Your Research Questions

Evaluating the best customer relationship management tool that fits the best for your team and organization is the first and foremost thing to do before reaching out to your management to switch to CRM. Gather information on features, pricing, capacity, how it can help your team and company, etc. Coming prepared, knowledgeable persuade your manager quickly.

Build A Solid Business Case

Building a great case study based on your team and other teams viewpoint also plays a crucial role in convincing the management to switch to a customer relationship management tool. Document what functionality is lacking in your current system, which is slowing performance and productivity. In doing this, also throw light on how CRM tool can help make your company more productive and double ROI.

Analyze Opportunity Cost

When entering data manually, it is hard to stay productive and even syncing the right customer data across all of your devices. It requires a lot of data entry and takes forever to run and compile reports. It is best to tell the management how a single switch to a customer relationship management tool can save you time, money, and benefit your team to stay productive.

Gather A Rally For Change

Once you complete the research and choose the client management solution that will be better for your team and organization, talk to others about it to get them on board, too. The best way is to start with your team and then reach out to others in the organization. Educate them on why they should convince their management to shift to a robust, modern customer relationship management solution. This ease the management decision. When they hear it from many, it becomes easier for them to digest.

Get The Management To Buy In

After you have done your research, analyzed costs, and gathered the mass around you. Now, write down your findings and tell your management why switching to a customer relationship management solution matters to you, your team, and the organization.

Tip of the day!

Try adding the selling points that can affect management decisions, especially, easy data migration. We bet a well-researched with facts and figures will fully convince your boss or management to switch to the customer relationship management tool.


It’s easy, and even fun, to convince your management the new tool is what you need. Share your experience if you have ever successfully convinced your boss to switch to a new tool.