Why companies switch CRM platforms

Few CRM replacements are documented relative to the number of companies running one. When companies do change, about two of every three explained moves come with a broader event — most often consolidating onto one vendor's suite or folding several CRMs into one. More than a third of the changes we can trace are a first CRM or the retirement of a homegrown or legacy system, most of which land on Salesforce; companies replacing an established CRM most often leave Salesforce for HubSpot or the Microsoft estate. The pressures, the events, where companies go, and why most stay.

Based on verified interviews with the sales and marketing operations leaders who run these systems, at DTC and enterprise brands. Buyers are anonymized before publication; vendor names and views are reported as given. No vendor paid to appear or could edit this page.

CRM replacements are relatively uncommon in these interviews: several hundred companies discuss running a CRM, and only a few dozen describe a completed migration or a committed replacement already underway — an observation from interviews, not a measured switching rate, and the pattern behind the CRM nobody leaves. The changes documented fall into two distinct groups. Some companies are adopting their first packaged CRM or retiring a homegrown or legacy system — more than a third of the changes with a known starting point — and most of those go to Salesforce. Others replace one established CRM with another, most often Salesforce for HubSpot or for Microsoft Dynamics. Across both, about two of every three changes with a stated reason come with a broader event, such as a suite consolidation, several CRMs folded into one or an acquisition. About a quarter name no origin, so these are directional findings, not churn rates or market share. The companion reads are what CRM buyers wish they'd known, where the ratings live, and top complaints about CRM platforms.

7.1/10
Salesforce's buyer rating — the most frequent destination, mostly for companies getting their first CRM or retiring an old one.
7.4/10
HubSpot's rating — the commonest destination for companies leaving Salesforce.
Two in three
The share of explained moves that come with a broader event — a suite consolidation, several CRMs folded into one, an acquisition or growth — alongside or instead of a complaint about the CRM.
Where Salesforce's arrivals come from, and where its departures go Companies moving onto Salesforce come most often from homegrown systems, then from legacy systems such as Siebel, from other CRMs, and from companies with no dedicated CRM; some do not say. Companies leaving Salesforce go most often to HubSpot, then to Microsoft Dynamics, with single moves to Zoho and SAP. INTO SALESFORCE, FROM Homegrown systems Siebel and older Another CRM No dedicated CRM Not stated OUT OF SALESFORCE, TO HubSpot Microsoft Dynamics Zoho SAP MOST OF SALESFORCE'S ARRIVALS ARE NOT FROM A RIVAL CRM
Counted moves are completed migrations and replacement decisions that buyers describe as committed and already being implemented, each company counted once; uncommitted plans, evaluations and upgrades within one vendor's products are excluded. Bars on both sides share one scale. The left column mixes first adoptions, legacy retirements and replacements; only Another CRM is a company leaving an established CRM for Salesforce. Salesforce arrives more often than it leaves in these interviews, but about a quarter of all counted moves name no origin, so departures are undercounted relative to arrivals. Bar lengths show relative frequency in these interviews, not churn rates or market share; the companies running Salesforce far outnumber both columns.

The pressure that builds

These are the product-related reasons buyers give for replacing a CRM. Some moves are explained by them without a broader event; in others, the same frustrations accompany a consolidation, an acquisition or a change in how the company sells.

Slow-burn · #1

An old system that has aged out

The pressure buyers name most, and the main reason behind retiring homegrown and legacy CRMs. “They had a homegrown system beforehand, which is broken all the time,” one buyer says; another describes a simple before and after: “we made a migration from an old Siebel CRM system to Salesforce.” Every homegrown CRM and every Siebel system replaced in these interviews went to Salesforce.

Named in this context: Salesforce · Siebel · homegrown systems

Slow-burn · #2

Too complex to run

The main reason companies give for moving from Salesforce to HubSpot. “It's just too difficult to use and almost always requires pretty expert customization to implement,” one buyer says of Salesforce. Complexity also pushes companies off agency-built systems — “it is an extremely cumbersome system. That's why we're transitioning into Salesforce.”

Named in this context: Salesforce · HubSpot

Slow-burn · #3

Cost, capability and integration

Named about equally, and often together. One company's move to Microsoft was about “better integration, more widely used and personalization, and long-term cost investment.” Another retired a small CRM it had inherited because “it doesn't scale.” In pharma, one buyer replacing an industry CRM says its “AI roadmap and future capabilities are not on par with Salesforce.”

Named in this context: Microsoft Dynamics · Salesforce · Keap · Veeva

Slow-burn · #4

Sales teams that won't use it

Less common, but blunt when it comes up: “We were on Salesforce for a while, which didn't work out because our salespeople just were anti, I don't want to sit there and input stuff in.” It comes up among companies still evaluating, too — a tool used “more as a record keeper” than as help in selling.

Named in this context: Salesforce · SugarCRM

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The event that fires the decision

These are the broader events buyers associate with about two of every three explained moves. They help explain when a company acts, though they often overlap with the pressures above, and the share rests mostly on the first two: without suite and multi-CRM consolidation, fewer than half of explained moves name an event.

Trigger · #1

Consolidating onto one vendor's suite

The event buyers name most, and often Microsoft. When a company runs its ERP and productivity tools on Microsoft, the CRM tends to follow: “So we're largely a Microsoft house from an ERP perspective.” Half of the moves into Microsoft Dynamics in these interviews come with a suite or ERP decision, and most moves into Dynamics leave Salesforce. Suite decisions also run toward HubSpot, Salesforce and industry vendors, such as an auto dealer group consolidating on the supplier that already runs its dealer systems.

Named in this context: Microsoft Dynamics · HubSpot · Salesforce

Trigger · #2

Several CRMs, folded into one

Teams, brands and regions that each ran their own CRM, brought onto one: “We want to try and consolidate a lot of it, and that's also why we've started moving to better CRM this year.” Half of these moves name no complaint about any one system; the problem is that there are several.

Named in this context: Salesforce · HubSpot

Trigger · #3

An acquisition, growth or a new sales motion

Acquirers move the companies they buy onto their own CRM — “We've acquired a few companies since then and we migrate them off whatever they're using onto Salesforce” — though sometimes the acquired company's lighter tool wins instead. Growth opens the question too, for example when a company first builds a sales team: “We just brought on a sales team for the first time, so new go-to-market motion that way.”

Named in this context: Salesforce · HubSpot · Keap

Rarely a trigger

Renewals, and the new idea of building your own

No completed or underway CRM move in these interviews was triggered by a contract renewal; renewals come up only among companies still evaluating. A very small number of companies have replaced a CRM with a tool they built themselves using AI app builders — an early signal, not yet a pattern.

Where they go

Across first packaged CRM adoptions, legacy-system retirements and replacements of established CRMs — counting completed migrations and committed replacements being implemented — Salesforce is the most frequently observed destination, followed by HubSpot and then Microsoft Dynamics. Its arrivals come disproportionately from the first two groups: companies replacing homegrown systems, retiring Siebel and other legacy systems, or getting a CRM for the first time. Among companies replacing an established CRM, the movements look different, and Salesforce to HubSpot and Salesforce to Microsoft Dynamics are the recurring paths. Companies leaving Salesforce go down-market to HubSpot, usually over complexity, or into the Microsoft estate. Buyers often describe outgrowing HubSpot, but in the completed and underway moves found here more companies moved from Salesforce to HubSpot than the other way, and HubSpot's own departures scatter in different directions. Within the counted moves, Salesforce, HubSpot and Dynamics all show more observed arrivals than departures. These are directional findings from the interview set; because about a quarter of moves identify a destination without the CRM being replaced, departures are undercounted, and none of this is a measure of vendor growth or churn. The vendor-by-vendor departures are on Salesforce CRM alternatives and HubSpot alternatives.

The industries that run their own CRMs

Some of the most deliberate moves in these interviews happen outside the general-purpose CRMs. In pharma, a company is moving off Veeva to Salesforce, while another buyer warns that “changing over a CRM system in the pharmaceutical industry takes years.” Auto dealer groups move between dealer-specific CRMs, and one rejected Salesforce as too complicated. A health system moved its CRM onto its electronic medical record vendor to keep patient data in one place. And franchise businesses adopt CRMs built for franchises, one on the strength of what other franchisees used.

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The stories behind the switches

A private-equity-owned specialty distributor is consolidating its Salesforce products onto HubSpot. The migration began with marketing; replacing Sales Cloud with HubSpot's sales product is a later stage of the committed transition. An acquired business already ran HubSpot, and the marketing and ecommerce leader saw the chance to stop paying for overlapping tools: “I don't want to get in another situation like they were before where we're double paying.” The Salesforce pieces had never fitted together — of the marketing product, “It's still not talking to Sales Cloud, it just has the same name.” The CRM comes last: “we're going to replace Sales Cloud with Sales Hub.” The leader is positive about the HubSpot functionality adopted so far — “Actually, I think it now works better than Salesforce anyway” — though at the time of the interview the sales CRM migration was still ahead. Head of marketing and ecommerce · private-equity-owned specialty distributor
A multi-store auto dealer group spent years arguing for a new CRM. “The CRMs for automotive industry, they are just so bad, just so bad,” the ecommerce director said, describing a platform that “looks like it's from 1982 and it hasn't changed since 1982,” with no reporting worth having — “I can't get good reporting in there at all” — and few ways to connect it: “it's so pocketed, there's not that many APIs.” The obstacle was people, not software: “it does take a bit of convincing because it's more about the change.” In a follow-up interview more than a year later, the change had happened: “we just switched to a new CRM.” Director of ecommerce · multi-store auto dealer group
A regional hospitality group is giving its sales team a CRM for the first time. “On the sales side, we have no CRM,” the marketing director says, and the team had been working inquiries by hand: “I don't know how they follow up with that many, the inquiry volume that comes in and how they do it.” Reporting across channels had been hard “in one way without the CRM,” so “there was a huge, huge need on the sales side to have a CRM.” The group chose Salesforce, and the ambition is a single view of the guest: “My ultimate goal is to be able to understand when a person walks into our building, where they've booked from, to what they ate.” Director of marketing · regional hospitality group

The counter-current: why most stay

The CRM holds the company's history, and buyers do not expect to get it out cleanly: “it has so much of our data and so much of our current automation that I think the cost of migrating will be too high.” Few have seen it done — “I think it is a huge project to upend and migrate a CRM. I don't know many people who have done that.” One buyer puts it plainly: “A number of the tools are relatively easy to switch. Certainly the CRM is not.” Familiarity holds too: “Salesforce is kind of like the Toyota of the CRMs. Everybody drives one, and you know what you get.” It is not only Salesforce — of HubSpot, one buyer says “it's tricky for us to do a migration because those are all very interconnected,” and another simply that “HubSpot's doing the job. There's no need for us to switch to anything else.”

What this means if you're weighing a switch

In about two of every three explained CRM moves, buyers name a broader event alongside the decision, and many of those moves involve no stated complaint about the CRM being replaced. Other moves are explained primarily by an ageing system, complexity, cost or adoption, and these pressures can also contribute when a larger initiative creates the opportunity. Our recommendations, not practices buyers describe: if a suite, ERP or acquisition decision is coming, decide the CRM as part of it rather than inheriting whatever comes with the larger platform; be clear whether you need more CRM or less, since the moves here run toward Salesforce from homegrown systems and away from it toward simpler tools; scope the data and integration migration before choosing, since that is what keeps most companies in place; and test the new CRM with the people who will enter the data, since a CRM the sales team won't use is one of the reasons companies leave.

Common questions

Why do companies switch CRM platforms?

Relatively rarely in these interviews: few changes are documented compared with how many companies run a CRM, though that is an interview observation, not a measured switching rate. When they do, the pressures buyers name are a homegrown or legacy system that has aged out, complexity that needs admins, cost, capability gaps, integrations, and sales teams that will not use the tool. In about two of every three explained moves buyers also name a broader event — most often consolidating onto one vendor's suite, often Microsoft, or folding several CRMs into one, followed by acquisitions, growth and an ERP decision. Events and complaints often overlap, and no single event explains most moves.

Which CRM do companies switch to?

Across first packaged CRM adoptions, legacy retirements and replacements of established CRMs in these interviews, Salesforce is the most frequently observed destination, followed by HubSpot and then Microsoft Dynamics. Most of Salesforce's arrivals are first adoptions or legacy retirements; among companies replacing an established CRM, the recurring paths are Salesforce to HubSpot and Salesforce to Microsoft Dynamics. These are observed decisions, not churn rates.

Why do companies move from Salesforce to HubSpot?

In these interviews companies moving from Salesforce to HubSpot most often describe complexity — a system that needs expert customization and admins to run — and sometimes sales teams that would not use it, a change in business model or an acquisition that brought HubSpot in. Buyers often describe outgrowing HubSpot, but in the completed and underway moves found here more companies moved from Salesforce to HubSpot than the other way.

Why do companies move their CRM to Microsoft Dynamics?

In these interviews about half of the moves to Microsoft Dynamics come from companies standardizing on Microsoft, often with a Microsoft ERP, so the CRM follows the rest of the estate; some cite cost and integration instead. Most of these moves come from Salesforce.

Why do companies stay with a CRM they complain about?

Because the CRM holds years of data and history that are hard to migrate, it is wired into many other systems, sales teams already know it, and a migration is a multi-year project with an uncertain payoff. In these interviews a contract renewal did not trigger any of the completed or underway moves.

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Methodology. Alium conducts verified interviews with software buyers — the sales, marketing, digital and operations leaders who select and run these platforms. This page aggregates what buyers in that corpus, through October 2026, say about adopting, replacing or keeping the CRM that serves as their sales and customer system of record; moves are confirmed in the buyer's own words and counted once per company. A move counts when that system changes, including a first packaged CRM replacing spreadsheets or a homegrown system, a legacy system retired, several CRMs folded into one, or a CRM replaced by an in-house build; marketing automation, lifecycle email, service-desk, recruiting and loyalty tools are excluded, as are upgrades within one vendor's products. Pressures and triggers are editorial codings of what buyers said, and a move can carry several. Ratings are buyer-satisfaction averages from published transcripts; the full table is on the CRM lessons page. Buyer identities are verified at interview time and anonymized before publication; vendor names are reported as given. No vendor paid to appear or was able to edit this page.