Saying Goodbye to Outdated Tech

By Samantha Plateroti

So... the marketing automation tool that you rely on so much just isn’t doing what you need it to do.. You're losing time, money, and maybe even potential customers because of it.

So, why continue to use it even though it’s not working for you?


The Statistics - How Many Businesses Change Software

In a recent Capterra survey, only 3% of businesses keep their marketing automation or CRM software for 10+ years. The majority of businesses surveyed update their software every 2-5 years.

Another survey by Software Advice showed that 60% of businesses changed their software to increase functionality or improve process efficiency.


Reasons Why Businesses are Hesitant to Make a Change

Despite the value in upgrading software, businesses are still hesitant to make the move. There are many reasons why businesses choose to hold on to outdated software, including:

  • Disruptive Process:
Companies may feel that updating a crucial piece of software may cause a larger disruption to their company's processes
  • Fear of Complexity:
Companies may feel that upgrading to new software will require a steep learning curve that will take too long to implement
  • Team Adaptation:
Upgrading to new software means that teams need to adapt to new software that they may not know how to use.


Why Upgrading is Necessary

It’s understandable why businesses may be hesitant to upgrade software, but it's important to understand why it’s necessary.

Every day that you use outdated software, you run the risk of falling behind your competitors. Newer software tools offer updated features and capabilities that allow your business to be more efficient and effective.

The value of staying on top of technology trends and having the best software tools available cannot be overstated when it comes to competing in today's market.


What Tools to Start With (imo 🙃)

It's important to regularly assess your marketing automation tool and CRM to ensure that it's still meeting your needs. You don't want to waste time and money on a tool that no longer delivers the results you desire.

The first step is to gather feedback from your team. Ask them what they like and dislike about your current tech stack. Ask for any frequent issues and if there are any features that they wish existed to better suit their day-to-day needs.

Once you have gathered feedback from your team, it's time to start evaluating other tools.

Begin by researching what's out there, check out review sites like G2 or Capterra, and create a checklist of essential features you want or need. Look at reviews from other businesses who’ve used these tools and see why they recommend (...or not). Attend webinars and schedule demos to see how a particular tool may be applicable to your business.

(If you’re interested in HubSpot for your marketing, sales, CS, or automation needs - Dijy can help!)

While evaluating, keep in mind the process of making a change. The goal is to have a seamless transition so that your current processes are not disrupted. So ask these questions: How long does implantation take? What internal resources or people need to be part of this transition? What can we expect the onboarding process to look like?

Determine a timeline that works for making the transition and create a plan detailing the steps involved in the migration process. It's important to communicate the transition process with your team so everyone is on the same page and has a clear understanding of what’s to come.


Upgrading Your Software

It's essential to break away from the idea that if something is not broken, don't fix it. Businesses that continue to use outdated software are not only missing out on the benefits of modern technology, but they face the risk of falling behind competitors.

Evaluating your marketing automation tool and CRM is key to helping your business operations. 

Get feedback from your team, research new tools, and don’t be scared to make a change that is going to get you on the path to success!


What are your thoughts? Leave a comment.

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