if your CRM software is losing its functionality or making it difficult to utilize effectively, you may think it's time to upgrade to an entirely new system. However, before you go through with such a costly and time-consuming expenditure, you should first perform an audit to identify the root causes of your CRM system's problems. From processes to the software itself, there are a number of reasons your system could be malfunctioning. However, the first decision you'll need to make is whether you'll perform the audit yourself or hire a professional.