When considering a change of CRM system, many businesses hesitate due to common misconceptions. At Wizard Systems, we have been implementing CRM solutions for over 30 years, and we've heard every myth imaginable. Here, we tackle five of the most frequent myths we encounter about switching to Workbooks CRM.
Myth 1: CRM Implementations Mean Months of Disruption
Nope! Many businesses fear that implementing a new CRM will mean months—or even years—of disruption. This is simply not true with Workbooks CRM. Workbooks offers a structured process designed to get your business up and running in as little as 28 days. This streamlined approach minimises disruption and ensures your team can quickly start benefiting from your new CRM system.
Myth 2: Switching CRM Requires a Huge Budget
Cost is often cited as a barrier to changing CRM systems, with some believing implementation can cost upwards of £200,000. However, the reality is quite different. With Workbooks CRM, typical implementation costs for small and medium-sized businesses can range from just £500 to £10,000. Costs depend on your specific requirements and the size of your business, ensuring you only pay for the functionality you actually need.
Myth 3: Changing CRM Will Cause Staff Disruption
Another common concern is that switching CRMs will significantly disrupt staff productivity. While any change can feel daunting, Workbooks addresses this directly through its Shared Success workshops. These workshops involve your team early in the process, allowing them to help shape the new system according to their needs and workflows. As a result, staff feel engaged rather than disrupted, ensuring smoother adoption and minimal downtime.
Myth 4: Data Migration Is Too Risky and Complicated
Businesses often worry about migrating their data from one CRM to another—fearing data loss or corruption. Fortunately, Workbooks CRM provides robust data migration tools and connectors specifically designed for seamless transfers from popular platforms like Salesforce or Microsoft Dynamics. Even if your data currently resides in spreadsheets or legacy systems, our expert team at Wizard Systems will ensure your data migration is accurate, secure, and stress-free.
Myth 5: CRM Is Only Useful for Sales Teams
Many organisations mistakenly believe that a CRM system is primarily a sales tool—just an advanced contact list or pipeline tracker. In reality, Workbooks CRM offers far broader functionality that benefits marketing teams, customer service departments, operations management, Marketing and senior executives alike. By providing a holistic view of customer interactions across all departments, Workbooks enables better decision-making and helps your entire organisation deliver exceptional customer experiences. Really, every customer facing person in your organisation needs to use CRM!
At Wizard Systems, we understand that switching CRMs can feel intimidating—but it doesn't have to be. As experienced suppliers of Workbooks CRM solutions for over three decades, we offer comprehensive implementation services including full training and ongoing support tailored specifically to your business needs.
To find out more about how Wizard Systems can help you smoothly transition to Workbooks CRM—and start reaping the benefits quickly—visit our website at www.wizard-systems.com.uk today.
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