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Performing a CRM Review in 2025: A Quick Guide to Get Real Results

Blogs and insights

Is your CRM system still delivering value amidst the rise of AI? Here’s a quick checklist for conducting a CRM Review in 2025 – to help you see real results. 

 

Your CRM should one of be your strongest assets. It’s where customer data lives, deals are tracked, and marketing and sales unite. But in 2025, AI and automation are rewriting the rules, and your existing CRM strategy may be holding you back. 

If your CRM feels dated, disconnected, or underused, it’s not just frustrating – it’s costing you money. 

So what’s the solution? The trusty CRM review (but with a modern approach). 

Performing a CRM review lets you dig deep to reveal the CRM challenges holding your team back – and gives you the insight you need to deliver real business results. 

 

Why you can’t afford to ignore your CRM in 2025

CRM isn’t just a database anymore. It’s your frontline in customer experience, your command centre for sales growth, and your playground for marketing innovation. 

Today, CRMs must be: 

  • AI-powered: Automate routine tasks, personalise at scale, and predict customer behaviour. 
  • Fully integrated: Seamlessly connect sales, marketing, finance, and service systems. 
  • Compliant: Built to handle evolving data privacy laws without risk. 
  • User-friendly: Accessible on mobile, intuitive, and fast – so teams actually use it. 

If your system doesn’t tick these boxes, a CRM review may be overdue. 

 

What does a CRM review involve?

A CRM review isn’t a tech audit. It’s a business reality check. 

It helps you answer questions like: 

  • Is your CRM accelerating sales and marketing goals? 
  • Are you making the most of AI and automation? 
  • Are manual tasks and processes making you miss productivity goals? 
  • Does your CRM give your teams real-time, reliable customer insights? 
  • Are you compliant with GDPR, CCPA, or other key data regulations? 
  • How do you demonstrate solid data security to clients and other stakeholders? 
  • Most importantly, is your CRM delivering a solid return on investment? 

A strategic CRM review provides you with the ability to answer any questions relating to your CRM strategy, so you can fix your issues and demonstrate value. 

 

The usual suspects: what’s dragging your CRM down?

Enterprise CRM systems fail for lots of reasons. Usually it’s not one big problem, but a series of small issues that stack up. Common CRM issues include: 

  • Data silos that block insights and action. 
  • Poor integration or compatibility with modern marketing automation, service, or finance tools. 
  • Limited or no AI usage, meaning staff waste time on repetitive tasks. 
  • Compliance and security gaps risking fines or data breaches. 
  • Low user adoption because the system is slow, clunky, or complicated. 
  • No clear ownership or roadmap, so CRM stagnates (while your competitors get ahead). 

Sound familiar? You’re not alone. 

 

Conducting a CRM review – five key considerations

A CRM review that provides real insights and value needs to be delivered by someone who understands the bigger picture. Who knows how to build a CRM strategy that delivers tangible benefits to the full value chain of your business. 

With a specialist CRM team, we look beyond the tech specs and consider the broader business impact. Our CRM reviews cover five core areas: 

  1. Business alignment

Is your CRM directly supporting key goals – faster sales cycles, better conversion, stronger customer journeys? 

  1. User experience

Are your teams confident, efficient, and motivated to use the CRM every day? Is mobile access smooth? 

  1. Data quality and compliance

Is your data accurate, secure, and compliant with the latest privacy laws? 

  1. Technology and Integration

Is your CRM integrated with all your essential platforms? Are you leveraging AI and automation where it counts? 

  1. Support and scalability

Can your CRM grow with your business? Do you have expert vendor support or strategic partners in place? 

 

Next steps: turning insights into action

A CRM review is just the start. You need a clear plan that prioritises quick wins and long-term upgrades. That might mean: 

  • Fixing data hygiene 
  • Adding AI-driven automation 
  • Streamlining integrations 
  • Training users for adoption 
  • Rebuilding workflows for efficiency 

The best CRM strategies don’t happen in silos. They bring IT, sales, marketing, and compliance together with clear KPIs and regular check-ins. 

 

Want a CRM review that will help you realise real value?

At 848, we have a dedicated CRM team to help clients with an evolving or mature approach to CRM overcome stagnation and unlock greater value. Providing specialist expertise and a fresh perspective, we can evaluate and enhance leading CRM systems including Microsoft Dynamics, Salesforce, HubSpot and more. 

Our no-nonsense approach cuts out the jargon and delivers practical, high-impact recommendations that make sense for your business. We also have the skills and expertise to improve your existing CRM, integrate it with other core business tools, or migrate you to a new system altogether. 

Whether you’re working with a clunky CRM or want to bring it into the future, we’re your partner. 

 

Ready to find out if your CRM is fit for 2025?

If your CRM isn’t delivering results, don’t wait for it to cost you more. Book a no-obligation CRM review with the 848 Group today. We’ll show you what’s working, what’s not, and how to turn your CRM into a revenue-generating engine. 

 

Get in touch today – because a smarter CRM means smarter business.