Why most sales CRM initiatives by MSPs fail?

Why most sales CRM initiatives by MSPs fail?

More than half of all CRM initiatives are rejected or cannot generate a positive return on investment, with low user adoption being the main culprit most of the time (Report). According to a report by IT Glue, 42 percent of MSPs are reported not using a CRM, while others were using their PSA as a de facto CRM. While the organizations fight an uphill battle, efforts to make sales drift back to using spreadsheets and emails to manage their communications. 

So, what is causing the MSPs to reject a CRM when they are technically built to help them? Here are two common reasons the MSPs avoid using a CRM. 

They find sales software overwhelming

When you have been working with spreadsheets throughout your career, learning about sales software looks like a complicated task. The widespread confusion caused by complex CRM platforms explains why only 13 percent of sales reps use a CRM to its full capacity. 

Inevitably, CRMs that are easy and intuitive are the ones used by organizations. A report by InsideCRM found that 55 percent of sales professionals feel that ease of using a CRM is the most important feature. 

Speaking of which…

CRM doesn’t save time 

CRM is built to make the lives of MSPs easy by automating the manual process and providing them customer contacts systematically. If a CRM can't do that well, it is worthless. 

According to a report by Software Advice, the most common complaint by sales reps to avoid using a CRM is the time consumption in filling details. In fact, 71 percent of reps spend their time in data entry, thus adding to manual tasks. 

Your CRM must technically do the following,

Benefits of Using a CRM

Breaking the monotony to enter a lot of data is required. If a CRM gives you the flexibility to do less manual work, then that should be your choice. 

It is not easy being an MSP with or without using a CRM. While both have their own advantages, it is up to you to choose. Don’t use a CRM that adds to your everyday task rather, use a CRM that helps you with what it is supposed to do. 

Zomentum is an easy-to-use sales software that is built to make MSPs everyday tasks a lot simpler.  If you wish to try our product, then get in touch with us

SEO for MSPs PPC for MSPs
Definition Optimizing your website to rank organically in search engine results pages (SERPs) without paying for clicks. Paying for advertisements that appear at the top of SERPs, and you're charged each time someone clicks on your ad.
Cost Generally, lower cost as it's based on time and effort to optimize your website. Can be expensive, as you pay for every click on your ads, and costs can add up quickly.
Time to Results Takes time to see significant results, often several months to gain visibility in organic listings. Provides immediate results; your ads can start generating traffic and leads as soon as your campaign is live.
Sustainability Sustainable over the long term if you consistently maintain your SEO efforts. Reliant on a continuous budget; traffic stops when you stop paying for ads.
Click Quality Usually, it has higher click quality as users find organic results more trustworthy and relevant. Click quality can vary, and not all clicks may lead to conversions, potentially leading to a wasted budget.
Competition Competing with other websites for organic rankings, but the playing field can be more level. Competing with other businesses for ad placements can be fierce, and costs can rise in competitive markets.
Targeting Options Limited control over specific keywords that drive traffic; relies on keyword optimization. Precise control over keywords, demographics, and location targeting, allowing for more precise audience reach.
Performance Tracking Tracking and measuring results can be challenging, but tools like Google Analytics can help. Easily track and measure performance with detailed metrics and conversion tracking tools.
Long-term Strategy Builds a strong online presence and brand authority over time. Effective for short-term goals and promotions but doesn't contribute to long-term organic growth.
Click Costs No direct click costs; traffic is "free" once you've optimized your site. Direct click costs are associated with each visitor who clicks on your ad.
Advertisements vs. Organic Results Focuses on achieving high rankings in organic search results. Focuses on paid ads displayed above organic results.
Keyword Research Important for optimizing content and targeting relevant keywords. Crucial for selecting the right keywords and managing bidding strategies for ad campaigns.
Why most sales CRM initiatives by MSPs fail?
Why most sales CRM initiatives by MSPs fail?

Why most sales CRM initiatives by MSPs fail?

Illustration of Why most sales CRM initiatives by MSPs fail

More than half of all CRM initiatives are rejected or cannot generate a positive return on investment, with low user adoption being the main culprit most of the time (Report). According to a report by IT Glue, 42 percent of MSPs are reported not using a CRM, while others were using their PSA as a de facto CRM. While the organizations fight an uphill battle, efforts to make sales drift back to using spreadsheets and emails to manage their communications. 

So, what is causing the MSPs to reject a CRM when they are technically built to help them? Here are two common reasons the MSPs avoid using a CRM. 

They find sales software overwhelming

When you have been working with spreadsheets throughout your career, learning about sales software looks like a complicated task. The widespread confusion caused by complex CRM platforms explains why only 13 percent of sales reps use a CRM to its full capacity. 

Inevitably, CRMs that are easy and intuitive are the ones used by organizations. A report by InsideCRM found that 55 percent of sales professionals feel that ease of using a CRM is the most important feature. 

Speaking of which…

CRM doesn’t save time 

CRM is built to make the lives of MSPs easy by automating the manual process and providing them customer contacts systematically. If a CRM can't do that well, it is worthless. 

According to a report by Software Advice, the most common complaint by sales reps to avoid using a CRM is the time consumption in filling details. In fact, 71 percent of reps spend their time in data entry, thus adding to manual tasks. 

Your CRM must technically do the following,

Benefits of Using a CRM

Breaking the monotony to enter a lot of data is required. If a CRM gives you the flexibility to do less manual work, then that should be your choice. 

It is not easy being an MSP with or without using a CRM. While both have their own advantages, it is up to you to choose. Don’t use a CRM that adds to your everyday task rather, use a CRM that helps you with what it is supposed to do. 

Zomentum is an easy-to-use sales software that is built to make MSPs everyday tasks a lot simpler.  If you wish to try our product, then get in touch with us

Why most sales CRM initiatives by MSPs fail?