How To Work With More Than One CRM For Your Business

Good CRM systems are the backbone of your customer relationship management process. They keep track of clients, leads, and follow ups, and allow business development and product specialists to organize feedback and grow consistently. 

According to a recent report, 91% of companies with more than 11 employees use at least one CRM application in their day-to-day. But there’s also a substantial portion of companies that use more than one, and their ability to juggle multiple CRMs successfully is at the core of their business. 

In this article, we’re going to talk about how to work with more than one CRM system with your company. You’ll learn what CRMs are, how to use them, and why it’s often relevant (and necessary) to have multiple operating simultaneously.

What Is a CRM Software?

A CRM system is a piece of software that’s designed to help you manage your customer relationships. You can use it to store information about your clients and customers, keep track of all their interactions with your business development team, and handle routine tasks like feedback and follow ups. A good CRM should be able to automate a lot of these processes, so they run smoothly without requiring too much effort from you.

Why Do You Need More Than One CRM?

Now that you know what a CRM is, let’s look at why you might need more than one. 

Many companies only use the services of a single CRM company for their business, and never even consider using several different systems. At first glance, it can seem like a lot to take in. 

But this isn’t always the best approach, because every software application has its strengths and weaknesses. Many applications are better suited to some tasks than others.

By using a combination of CRM systems, you can get the most out of each one. For example, some CRMs (like SalesForce) are better for sales teams, while others might focus on customer service or marketing. Choosing the right mix of software for your business to strategically cover different angles of operations allows you to build more efficient processes and improve performance across the board.

How To Set Up Your Business To Use More Than One CRM

Now let’s look at how you can configure your business so it runs smoothly while also allowing access to multiple CRMS:

1. The first thing you need is a way for employees to switch between CRM systems quickly. Task-switching is a known phenomenon in psychology whereby changing from one task to the next can yield heavy attentional deficits, so ensuring this process is smooth and simple is key.

For example, you could implement a simple menu at the top of your website that allows your employees to select which CRM they want to access. You can also use one or two-click login options to minimize switching costs – or have each employee assigned their specific CRM from the start, so it’s automatically logged in for them when they arrive.

2. You’ll need to figure out how all your different CRMs will communicate with each other. For example, you might choose to have one system send data about new clients and customers to another which keeps track of ongoing feedback.

3. If your CRM allows for it, try and set up several emails with forwarding addresses so each employee can receive and track messages sent by your different CRMs. For example, email notifications from Retention360 could go to an e-mail like This can help your staff manage organizational overload.

4. Ensure all your employees understand how the different systems work, what they’re used for and why you have a combination of them instead of just one or two. If they don’t know the reason why they need to switch CRMs, then it will be difficult for them to appreciate them effectively.

7. If you’re using more than one CRM for sales purposes, then make specific sales-related tasks and data only handled by the CRM directly connected to your payment system. For example, you might choose to use one system for recording invoices and another for feedback. Ensure the system involved in recording invoices is the one hooked up to your payment system, to avoid double charges or other deposit mistakes.


Having a multitude of CRMs can significantly improve the efficiency and performance of your business. These programs are designed to handle specific tasks in a way that simplifies and streamlines operations – plus, they almost always provide customizable options that let you tailor them to meet your specific business needs.

If this sounds like something your business could benefit from, speak with the Retention360 team about how best to integrate our software with your pre-existing CRM. Get better feedback, faster product iteration, and fantastic customer retention with our award winning software.

How To Thrive In A High Churn Rate Industry

How to Thrive in a High Churn Rate Industry

One cannot find a business that has never lost a customer. This problem is called customer attrition (customer churn), which refers to the number of customers leaving a company during a given period of time.

Every business, however, handles it differently: some immediately start searching for new consumers to replace the loss, while others focus all of their resources on trying to figure out what went wrong and how to prevent similar situations from happening in the future.

In this article, we’ll discuss ways to thrive in a high churn rate industry.

What Is Customer Churn Rate?

A churn rate, sometimes called attrition or turnover, is a calculation that tells the business how many customers they are losing during a specific period. This figure expresses the number of lost customers as a proportion of the total customer base.

For example, if your company has 100 customers and 5 of them decided to stop doing business with you after one year – your churn rate would be 5% (5 out of 100). 

Why Is Churn Rate Important?

Did you know that getting new customers costs five times more than maintaining an existing one?

Customer retention provides several benefits for businesses: it saves time on recruiting new clients; enables more accurate demand forecasts for the product; enhances the value of existing client’s lifetime value (LTV); helps to decrease expenses on marketing and sales; makes planning more straightforward because you know how many clients are at risk.

If your business does not precisely know how many customers it loses during a given period, it cannot take steps toward resolving the problem. If possible, try to find out what caused them to leave. Answering this question will help you find weaknesses within your company and increase the chances of correcting them in the future.

5 Simple Strategies To Thrive In A High Churn Rate Industry

1. Keep Customers Satisfied

There are several ways to provide higher quality products, lower prices, or outstanding customer service. The idea is to ensure that your clients receive more benefits than they expect from the business. It also helps you avoid situations when customers make unreasonable demands without offering anything in return.

2. Do Not Take Your Clients For Granted

Many businesses assume that once a client becomes their regular buyer, they will remain loyal forever. Unfortunately, this may not be true because people change their preferences over time and start demanding something different from what you’re offering now.

Therefore, monitor their behavior, find out what they like and dislike about your product or service, and try to adjust according to these insights. By doing so, you will score some points and keep your clients happy while servicing them better.

3. Establish Customer Loyalty Programs

It is never too early to begin building customer loyalty. The earlier you start, the higher the chances of gaining a lifelong client.

The best way to do this is to offer special rewards that only existing customers can benefit from. For example, let them have extra discounts or access to exclusive offers not available in public.

If done right, such activities will maintain strong relationships with most of your consumers and increase their level of satisfaction over time.

4. Use Customer Retention Tools To Measure Churn Rate

It is highly beneficial for companies to pay close attention to their clients’ behavior, find out why people leave, and use this information to improve their business. You can start by using tools like Retention 360 that will help you calculate the number of customers who leave and the reasons.

5. Fight Churn Rate With The Help Of Data

Once you have established the leading causes that influence your churn rate, it is time to find out what contributes to this outcome. You can do this by conducting surveys to your existing clients or analyzing their online behavior (e.g., via social media, product reviews, and feedback).

This information is vital because it provides insights into how much effort should be put into resolving this problem and bringing down customer turnover.  

Final Thoughts

Once you have understood what causes your churn rate and how to prevent it, you need to be ready and willing to put in the effort. Unfortunately, many companies precisely know what they should do but fail to implement their knowledge due to a lack of resources or outright unwillingness.

This is why you must create a culture within the company that encourages employees to embrace this new mindset. Make them realize how much it benefits all of them if your clients stay with you and share this information through presentations and training.

Use these insights as a starting point, then dig deeper into every issue by conducting surveys or using customer retention tools like Retention 360. Once you understand the root cause of this problem, it will be easier to find a solution and bring the churn rate down.