The main purpose of CRM upgrades is to keep your functionality and features current. The hope is that keeping the software up-to-date will maximize the agility and usefulness of your data. However, if your CRM is teeming with outdated information, duplicate accounts, and unnecessary customizations, the upgrade probably won’t help you very much—unless you use it as an opportunity to clean house.
Upgrade time is the perfect time to reflect on your CRM data, and on your CRM customizations. Many companies try to make their CRM a catch-all by adding a plethora of customizations, but this plan often backfires in the long run. While some customization is necessary to personalize the CRM for your business, an overabundance can lead to some serious pitfalls.