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Whether you’ve already decided to leave Salesforce Sales Cloud or are just exploring options, one thing is clear—the status quo is not working. Having invested time, money, and effort, you might be wary of change, dreading the entire data migration to a new CRM and worried that it won’t be as scalable or powerful as Salesforce. These are all valid concerns, and we put together this guide on switching from Salesforce to Insightly to help you navigate the decision-making and buying process with more knowledge and confidence.
Switching CRMs is an important investment that carries consequences for your entire business. It requires stakeholder buy-in, planning, and research. Reluctance to change and the painful reality of having invested a lot of time and money in the current system can make staying with it feel like a safer choice. To make an informed decision, assess your CRM needs in light of your business goals and crunch some numbers. You may find that staying with the status quo is riskier and costlier than switching to a CRM that better meets your business and budget needs. The sooner you switch, the sooner you’ll start saving.
Learn how to conduct CRM needs assessment, prepare your data, and develop a game plan for a smooth and successful switchover from Salesforce to Insightly, a Salesforce alternative. Whether you’ve already decided to leave Salesforce or are just exploring options, use this guide to navigate the decision-making and buying processes with more knowledge, clarity, and confidence.