Why invest in a CRM in 2025 | Complete guide

Why invest in CRM in 2025?

Alexis Lecomte
April 23, 2020 - 6 min reading
Updated June 16, 2025

By 2025, two out of three French SMEs will be equipped with customer relationship management software, making it the third most widely used type of software. This adoption rate reaches over 90% for companies with more than 10 employees.

Yet the question ofCRM investment has never been so strategic. Against a backdrop of unbridled technological innovation, even companies already equipped with a CRM system are questioning the evolution of their current tools.

This article explores the crucial issues of CRM investment in six areas: 

  1. The basics ;
  2. Business benefits ;
  3. The impact of technological innovation ;
  4. Evaluating return on investment ;
  5. Choosing the right solution;
  6. A forward-looking vision.

1) CRM: the fundamentals

The term CRM (Customer Relationship Management) refers both to the customer relationship management (CRM) strategy and to the technological tools that support it. These solutions centralize and automate all sales and marketing interactions.

Main features

CRM software generally includes the following functions: 

  • Centralization of customer data (contact details, history, preferences) ;
  • Tracking interactions (calls, emails, appointments) ;
  • Sales process automation ;
  • Sales opportunity management ;
  • Reporting and performance analysis.

Most modern CRMs are offered in SaaS (cloud) mode and include mobile applications optimized for field teams, a crucial aspect in sectors such as distribution, where sales reps carry out point-of-sale surveys.

These solutions may be specialized (e-mailing, teleprospecting), or vertical (mass retailing, VSEs, etc.). They generally integrate different modules addressing all or part of the functions related to commercial relations (prospecting, invoicing, reporting, etc.).

A fundamental lever for profitability

Optimal business relationship management ensures that prospects and customers receive answers in line with their expectations. This satisfaction in turn drives sales growth, and an effective CRM solution boosts results in terms of acquisition, additional sales and customer loyalty. Integrated CRM has become a real pillar of profitability for companies.

To understand the importance of optimized business processes, let's just remember that : 

  • Acquisition costs 5 times more than retention;
  • On average, salespeople spend 30% of their time on administrative tasks.

2) The business benefits of CRM

A well-implemented CRM solution generates value at different levels. For each pain point, the company finds an associated actionable benefit.

Table of benefits by pain point

Table of benefits by pain point
Issues CRM benefits Application example
Silos between departments Centralizing and sharing information Single, reliable, up-to-date database, 360° view of customer relations, coordination between departments
Low conversion rate Sales effectiveness Sales funnel modeling, customizable pipelines, structured sales follow-up
Ineffective marketing Targeted marketing Advanced segmentation, targeted and personalized campaigns, tracking, performance measurement
High churn rate Improving customer loyalty Personalized follow-up, targeted email campaigns, customer scoring, proactive actions, weak signal alerts
Stagnant sales Sales growth Detection of cross-sell and upsell opportunities
Time wasted on administration Productivity gains Automate workflows, reminders and repetitive tasks, pre-built e-mail sequences
Intuitive decision-making Data-driven steering Dashboards, business KPIs, conversion analyses, transforming raw data into operational insights
Disparate sales methods Business process standardization Structured pipelines, standardized and reproducible sales methods: unified sales scripts and sequences, standard e-mails
High marketing costs Lower acquisition costs Automatic lead qualification, fine segmentation, A/B testing
Lack of pipeline visibility Efficient sales cycle management Kanban view, conversion milestone tracking, customer tracking alerts
Lack of anticipation Proactive detection of needs Analysis of historical data, identification of weak signals
Regulatory non-compliance RGPD compliance Structured management of personal data: recorded consents, opt-in/out management, traceability of communications

💡TheCRM evolves with the company. It adapts to new needs, integrates other tools, and accompanies the expansion of markets or teams. Through its flexibility and impact on overall performance, it is the structuring lever for sustainable growth.

3) Technological evolution: new challenges, new opportunities

CRM has never stopped evolving since its inception. But today marks a significant turning point.

From reporting to intelligent assistance

Historically, CRM was born of the need to centralize and report sales information. Over time, automation (notably via SFA software) has enabled organizations to boost their efficiency. In 2025, artificial intelligence will transform these tools into veritable operational assistants that :

  • Help decision-making through predictive analysis;
  • Optimize the organization of sales rounds;
  • Automatically prepare customer visits;
  • Qualify and "warm up" marketing leads;
  • Generate alerts on customer risks.

Chatbots, AI agents and other virtual assistants are being democratized, enabling sales reps to concentrate on selling and negotiating. The scale of these changes is leading companies to question how their current customer management tools work: having already invested in a CRM is no guarantee of being ready for the revolution that's underway!

Impact on the digital ecosystem

The central role of CRM means it must evolve with its ecosystem: it must integrate into a constantly changing technological environment, to become the central hub that connects :

  • Marketing tools (emailing, social networks) ;
  • Management systems (ERP, billing) ;
  • Communication platforms ;
  • Specialized business applications.

This interconnection makes it possible to create coherent omnichannel customer paths, meeting today's expectations for personalization and fluidity. In the age of Big Data, only a modern, powerful CRM can aggregate and compile the multiplicity of data that nourish the relationship between a brand and its customers.

This technological acceleration should lead companies to focus their research on publishers who are experts in their industry and have a strong culture of innovation, such as scale-ups that have already been validated by the market. Such is the case with Sidely CRM, the French leader in CRM for distribution networks.

4) Measure the return on your CRM investment

CRM is a long-term strategic investment. Unlike a one-off purchase, its deployment is part of an in-depth transformation of business processes, and the many benefits listed above give rise to measurable results.

Reference KPIs

To assess the impact of CRM, several indicators can be tracked. A reliable analysis should compare metrics before and after deployment of the new sales software.

CRM ROI KPIs
Type of indicators Key performance indicators (KPI)
Sales Conversion rates by pipeline stage
Length of sales cycle
Number of appointments per salesperson
Total sales
Customers Net Promoter Score (NPS)
Customer retention rate
Lifetime Value (LTV)
Customer acquisition cost (CAC)
Operational Time spent on administrative tasks
Lead processing speed
Rate of tool adoption by teams

* This list is by no means exhaustive, but it does contain some essential indicators. 

ROI calculation

The formula for calculating ROI for a CRM is : 

ROI = (Earnings - CRM costs) / CRM costs × 100%

According to Nucleus Research, companies achieve an average return of $8.71 for every dollar invested in CRM. With modern SaaS solutions, the monthly cost per user becomes very low, enabling rapid ROI.

Reinforce your corporate image

💡 It would be a mistake to limit the benefits of CRM to directly measurable profitability; a quality customer relationship has a considerable effect on brand perception. CRM can therefore also contribute to strengthening a company's image and differentiating it in its market.

5) Choose the right solution

Once the decision to invest has been made, you need to choose from a wide range of CRM software products. Here are a few strategic avenues to explore internally.

Essential selection criteria

CRM ROI KPIs
Type of criterion CRM selection criteria
Business needs Tailored to your specific sales processes
Ability to customize and evolve
Sector-specific management
User experience Intuitive interface for easy adoption
Mobile access for field teams
Quality training and support
Technical integration Compatibility with existing systems (ERP, messaging)
Open APIs for future developments
Advanced reporting capabilities
Economic aspects Transparent pricing
No hidden costs
Scalable pricing model

To find out more : 

Key success factors

Successful CRM implementation rests on several pillars:

  1. Involvement of management: top-level support for the project ;
  2. End-user participation: co-construction with field teams ;
  3. Customized training: structured support program ;
  4. Gradual deployment: step-by-step approach to reduce resistance;‍
  5. Ongoing measurement: KPI monitoring and regular adjustments.

Myth: Sales resistance

💡 Myth: Sales resistance

Contrary to popular belief, salespeople are not opposed to CRM on principle. They simply reject solutions that :

  • Complicate their daily lives without adding value;
  • Not adapted to their mobility ;
  • Increase their administrative workload.

Conversely, they are quick to embrace tools that save them time and increase their performance - and therefore their remuneration.

Sidely: CRM for retail brands

Does your company market its products through a distribution network?

Sidely is for you!

Whether you work with supermarkets, hypermarkets, hypermarkets, catering or even drugstores, Sidely CRM is designed to make life easier for your field sales forces and sales managers: 

  • Point-of-sale databases ;
  • Intelligent planning of your sales rounds;
  • Field data collection with industry-specific forms;
  • Sales and promotional operations ;
  • Steering and reporting designed for the distribution business.

Sidely is an SFA (Sales Force Automation) CRM available in web, mobile and tablet versions, distinguished by its ease of use and administration, and its adaptability to field requirements.

Ready to see how a Commercial CRM can revolutionize your business?

Try Sidely free for 15 days or request a demo to discover its potential!

6) Setting course for 2030: a transformation already underway

In this context, companies that choose not to equip themselves with a CRM system, or opt for in-house development, expose themselves to a number of risks. They could see their competitors gain significant advantages in business management: 

  • Quick to take advantage of business opportunities;
  • Better alignment with prospects' expectations;
  • Better organization and speed of their sales forces in the field;
  • More customer visits thanks to time saved;‍
  • Anticipating customer needs before they are expressed;
  • Ability to deliver customized customer experiences;
  • Greater defensive capacity on the customer base;‍
  • Automatic adjustment of strategies to market changes.

Profitability gaps could also widen, as a result of the various points listed.

All the more so as, by 2030, several trends are set to take hold: AI is expected to facilitate hyper-personalization of interactions and automatic generation of sales and marketing content, and predictive and prescriptive analytics could become the norm, something that only a tool can do.

As the French become accustomed to ultra-powerful, customer-centric digital service levels, only companies equipped with a modern CRM will be able to meet the new expectations of the contacts they target.

🇫🇷 Finally, digital sovereignty issues will continue to grow in importance, and more and more French companies will choose a French CRM offering solutions developed locally, hosting their data in the EU, and with French-language support.

CRM for all your distribution networks
Try Sidely free for 15 days. 
Request a demo
On the floor
Your daily source of sales advice
Sign up
The Sales Side
Receive, 2 Fridays per month, an analysis of trends and news in the sector and the profession.
Receive the newsletter