Top emerging CRM trends in 2023

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CRM Trends 2023

A good Customer Relationship Management (CRM) system is behind any business which needs to manage and use large amounts of customer data. CRM’s have greatly developed and transformed over recent years into highly streamlined tools for businesses. This article will take a look at some of the new trends for CRM’s in 2023.

Dashboard Customisation

Dashboard CRM PNP Digital

Movable dashboard tiles provide a better workflow

Creating one dashboard for all users, or one for each user type is becoming less common. Customisable dashboards where each section is a component which can be rearranged and dragged to anywhere to suit the user are now becoming on trend. It gives the end user a more personalised experience, and has been shown to improve their workflow.

Process Automation

Being able to set-up automated processed to import/export and process data is a powerful tool being utilised in more modern CRM’s, some even going as far as to let the user create tasks for the CRM to run as scheduled events, or just when they are needed.

While giving the user these tools is incredibly powerful, it can be a sharp learning curve, and should only be limited to users who need the ability to run & create the tasks. Having a customisable tool which can automatically process data build right into the CRM can save countless hours over a year from repetitive tasks.

XaaS (Everything as a Service)

Younger generations, most commonly Gen X, are pushing for businesses to offer “everything” as a service. From 2017 to 2023, there was a rise of 72% in the profitability and usage of subscription services, and an estimated 75% of CRM’s offering a subscription service by 2024. With some of this being down to the pandemic, but also due to the convenience & ease of subscription services.

A modern CRM is most likely to offer a subscription service, especially CRM’s offering cloud services. In 2023, customers are more likely to pick a subscription service than a regular service when shopping online.

As with anything, it is important to evaluate what will be best for your CRM. If you are unsure and need a website/CRM building you can contact us.