Why Build Your Own CRM (Customer Relationship Management) Software?

What Is CRM Software And How Does It Work?

CRM software better manages customer relationships. Having a centralized database of customers and their engagements helps to streamline businesses and improve sales efforts. Managing relationships efficiently and making sure customers are having optimal experiences is the main goal of utilizing CRM software. There are many open source CRM platforms on the market. Some of them are very basic having nothing more than address book features. Other platforms are so complex that businesses can hardly get any usage of their features because they are far too overwhelming. Now, these are the challenge to be decide whether to license readily available programs or tailor a custom CRM solution.

Why Is A CRM Important Software?

Main Components of CRM:

• Lead Management
• Opportunity Management
• Analytics and Reporting
• Marketing Automation
• Customer Service
• Activities Tracking
• Campaigns Management
• Tasks and Reminders

Custom Customer Relationship Management (CRM) Software Development Solutions

There are lot of reasons to own custom CRM software solution. Let’s go over them one by one.

Customization: Build To Your Needs

CRMs on the market are built to support any industry within a universal platform. They often have too many features that businesses do not need and may not use at all. It then adds complexity to a company’s resources by requiring additional time for users to learn. With custom CRM development, solutions are engineered exactly to the businesses specifications and needs. Companies can dictate UI/UX and branding using HTML or Visualforce development. Businesses can define the sequence and execution of each event on the CRM application platform. For example, lead gen automations can be programmed to trigger alerts to sales members once added. Software modification of new features are scaled the company’s workflow or business need. Companies can customize reports, manage documents, integrate with phone dialer or send SMS from a single platform! It is entirely dependent upon what needs to add to the platform for an improved experience.

API Integration: Connect Systems

Custom CRM development provides options to integrate open source software to existing platforms that a business wants to implement or they already use. Software configurations makes it possible to connect accounting platform like QuickBooks or Microsoft Dynamics GP using a API integrations. An integration of MS Active Directory enables control a centralized login for all databases servers. Custom CRM development gives so much flexibility to help companies run businesses efficiently and grow. Salesforce and CRM Outlook integration provides marketing automation and email lead management.

Implementation: Manage and Track

When customer’s records are increasing fast or you have lots of data then you will have to pay more to use the pre-built CRM that fits your need to scale. But when you develop custom CRM, you build it based on your forecast. Architecture of the platform is built in a way that it can be scaled easily to track and monitor CRM strategy.

Scalability: Implementation

As CRM records are created, the increase in pace and data can negatively affect the storage and load speed of platforms resulting in the need to scale pre-built CRM’s. However, custom CRM development is engineered with growth forecasts in mind. Architecture of custom built CRM software and apps are designed to easily accommodate fluctuations of CRM server storage, CRM user interface and data.

Deployment: Business Processes

Custom CRM’s are built with sales customer management in mind. The customer service automation process is personalizes to the businesses sales funnel for successful lead generations. Deployment of CRM architecture to automatically assign leads to someone based on certain parameters and auto-populate lead status based on data improves the business process. A custom CRM can provide accurate business forecasts based on historic data comparisons. Companies with CRM email integration can create mass email automations to schedule, monitor and track marketing performance even if customers viewed the email or not.

Cost Effective: CRM Systems

Since pre-built CRMs have so many features and require huge infrastructure, over time the cost becomes very expensive. Most over the counter software platforms require annual fee renewals and have user registration fees. Logically, if a company has multiple users the added cost for licensing a CRM is expensive. In some cases, per user license fees is so unrealistic especially when a team member may only logs into the pre-built CRM once a week. Building a custom CRM is not cheap, however custom development will be a one-time expense. The importance is to build what is needed and that’s it! We ensure companies own their custom code, and have full control of their applications to give permission-based access to as many or as few employees and use it as long as they want.

Cloud Based: Data Security

Most pre-built CRMs are on deployed to the cloud. Business never know exactly where their data resides, whether or not it is encrypted, or if the information is vulnerable to being hacked. One of the best way to protect customer’s data is through custom CRM development. It is the best way to go. Data security organization can use to manage server security is encrypted data storage database, multi-verification security policies, and enable permission based controls of who can access, edit and delete record in custom CRM’s.

Features of Customer Relationship Management CRM

Custom Reports
Social Media Integration (LinkedIn)
Email Template Management
Option to user your trusted Email Service Provider
Quote Management
File Sharing or integration with contract platform
Chat Integration
Performance monitoring of Sales team based on sales data and activities.
Testing Environments
Custom Workflow and Approval process