Let’s talk about customer relationship strategy! The CRM world has transformed dramatically. What worked in 2020 looks almost prehistoric now. With customer experiences being more important than ever and technology constantly advancing, choosing the right CRM approach can mean the difference between getting ahead or merely surviving.
Recently, we’ve been having a lot of discovery calls, and the discussions all have one thing in common: going far beyond simple CRM software selection; there are a lot of “what now?” moments. Maybe your current setup is feeling a bit unprogressive. Or maybe you’re at the stage where you’ve got it all figured out but want to take things to the next level. Whatever your situation, we’ve got you covered.
Why everyone’s talking about CRM
Why is everyone suddenly talking about CRM? Because we’re on the brink of a CRM revolution, and we’ve broken it all down in our latest article on CRM 3.0.
And there is more to it! It has been five years since the pandemic started, and several new trends have accelerated. One being the advancements in technologies – businesses are now recognising the power of automation, intelligent customer interaction and AI. It’s a more strategic way of getting customers and keeping them.
According to Fortune Business Insights, the global CRM market is projected to experience significant expansion, growing from $63.91 billion in 2022 to $145.79 billion by 2029. This represents a robust Compound Annual Growth Rate (CAGR) of 12.5%, signalling a profound shift in how businesses approach customer interaction and engagement!
Do you stick, switch or optimise your existing CRM platform and strategy?
Take a look at your business and the current state of your customer relationship management. Are you truly understanding your customers, or just collecting data? And be honest with yourself! The most successful businesses in 2025 are those that have transformed their CRM from a tracking tool into an active intelligence system. This means really getting into the nitty gritty with artificial intelligence, predictive analytics, and deep integration across multiple platforms to create truly personalised customer experiences.
1. Stick: When your current CRM platform works
Not every organisation needs a complete system overhaul. Sometimes, sticking with what you’ve got is the smart move. If your current system is still delivering great insights, integrates well with your tech stack and keeps up with your business needs, why mess with something that works? But “sticking” doesn’t mean sitting still, a CRM platform is a great bit of kit that needs constantly nurturing and updating.
Consider staying if you have:
- Minimal data migration challenges
- Robust existing integrations
- Recent platform updates
- Reasonable customisation capabilities
WeDoCRM’s Tip: If you’re looking for a helping hand, our team will work with you to clarify your goals, because knowing what success looks like is the first step to tracking it effectively. And let’s be honest, strategy isn’t a set-it-and-forget-it game. It needs to be agile, ready to adapt to shifting trends, customer expectations, and business needs.
2. Switch: When your current solution falls short
On the other hand, switching becomes a good idea when the current system you’ve got becomes a bottleneck to growth. Is your current CRM platform feeling a little more like a rusty old bike? Constant data headaches? Absolutely no insights that can help? Or the inability to integrate with emerging tech? If that sounds familiar, it might be time for a change. What you essentially want out of your platform is for it to be a transformative force, turning customer data into actionable insights to then = drive revenue!
WeDoCRM’s Tip: Change can be good! Without blowing our own trumpet, CRM and ESP migrations are our bread and butter. It is one of our most popular services, and that is because we are certified in all ESP and CRM platforms. Whether you’re migrating from one CRM system to another or embracing CRM for the first time, we’ll support you by implementing a highly efficient, evergreen system that will deliver ROI for years to come.
See Our Migration Success Stories: Our track record speaks for itself:
GoHenry’s Rapid Transition – Complete Salesforce to Customer.io migration in just 8 weeks
SaaS Provider’s Strategic Shift – From SendGrid to Customer.io with zero disruption.
Your system migration experts
When it comes to CRM migrations, we’ve earned our reputation as trusted experts, backed by years of successful migrations that have transformed our clients’ customer engagement capabilities!
Why have CRM migrations become one of our signature services? It’s simple: we bring certified expertise across every major ESP and CRM platform. This means we understand both where you’re coming from and where you’re going, eliminating the knowledge gaps that typically cause migration headaches. (And we love data!)
Download free system migration resources
Are you ready to explore your migration options? We’ve created comprehensive guides to help you navigate the process that you can download for free:
CRM Migration Starter Guide: Everything you need to know before kicking off your migration project, from planning and data preparation to implementation and optimisation. [Download Now]
Expert Guide to CRM and ESP Systems: Our detailed comparison of the top 5 CRM platforms, with insights on which solution best matches different business needs. [Download Now]
3. Optimise: Enhance what you have already got in place
Why replace when you can simply enhance? 43% of CRM users access less than HALF of their system’s capabilities. You could be sitting on so much potential! Sometimes there is no need to migrate to a brand new fancy CRM system, as what you are already paying for just needs the features unlocked. That’s where we come in. We help you maximise the return on your tech investment without the disruption and costs that come with a migration. Our clients regularly find that the solutions they’ve been searching for were already at their fingertips; they just needed the right partner to reveal them.
WeDoCRM Tip: How can you turn a basic contact database into a wonderful strategic advantage it was always meant to be? We work with you to:
- Conduct a comprehensive CRM health check
- Identify performance gaps
- Implement targeted improvements
- Leverage advanced AI and automation tools
- Train your team
Our CRM Audit Service is designed to help you get the most out of your system. We’ll guide you through the process, identify areas for improvement, and provide clear, actionable insights to ensure your CRM is working as hard as you are.
The difference is in our approach: we don’t just identify what’s broken, we reveal what’s possible.
See our CRM audit and CRM optimisation success stories:
Old Gold Racing: From Untapped Potential to Performance Powerhouse
Our CRM audit uncovered key opportunities to boost engagement and efficiency, unlocking immediate value from their existing setup.
SME Client: Transforming HubSpot from Basic to Brilliant
A deep dive into their HubSpot system revealed automation gains that cut manual work and significantly improved customer journeys and conversions.
What CRM decisions matter in 2025
Technology is great, but your lovely customers and your people in your workplace are everything! One of our core values at WeDoCRM is creating a culture of love, and I know what you are thinking (cringe), but honestly, we thrive through respect, continuous learning and strategic thinking. It should be the same for your ideal CRM platform. Although collecting data is a big part of it, creating experiences so personalised is the key to being remembered and successful.
So remember, in 2025 it isn’t just about technology. It’s about connection. Companies are moving from “how can we sell?” to “how can we truly understand and serve?” It’s a massive mindset shift that’s reshaping entire industries, and your CRM is only as powerful as the strategy and people behind it!
Don’t settle for a CRM system that’s just going through the motions
Why not book a call with us and let’s talk strategy! In just 30 minutes, you could discover exactly how your customer relationships could transform. No sales pitch here, just actionable insights and a lot of brainstorming tailored to you.
Get in touch! We look forward to hearing from you.
