BENEFITS OF CUSTOM CRM SOLUTIONS
Any CRM DEVELOPMENT is designed to help a business to attract new customers and retain existing ones. Usually, they work as a helpful tool in all the stages of communication with clients.
During the first customer-manager meet, some CRM features can make a positive impression on a customer, and during further communication, the software can cultivate loyal customers by making them personalized promotions. Of course, the description of how custom implement a CRM system works is not full. But even those facts are enough to explain why mass-market solutions don’t work as good as custom ones. The problem becomes even greater if you analyze it deeper.
To avoid those drawbacks, companies decide to develop their own digital tool to manage customer data and improve marketing. There are some key custom CRM system benefits, captured by them:
- You may include anything you want in it, basing on your previous client support and sales experience. And if you’d like to test something new or to modify several features – your team will manage it easily.
- Workflow automation. The user journey of your target audience representatives may consist of several specific stages. The same is fare for customers retention. Custom perfex solutions could automate marketing, analytics, sales, customer support, delivery notification, and billing tasks and save your money. Specific kinds of automation are not always possible in case of packaged solutions as they are designed to cover only common needs of various businesses.
- Customer insights analytics. Want a second wind for your business? Can not figure out at what stage you lose customers? To solve these problems, you need a tool to explore your customers’ insights. Yes, ready-made CRM systems will help you filter out general customer data, such as geography, age, or order quantity.
- Scalable CRM app ecosystem. CRM system is not homogeneous. There are a lot of individual applications and systems included in it, designed to simplify the life of particular departments workers. For example, waiters in a cafe need an application for taking orders. And marketers from the same company need a tool to design and send promo notifications. That is difficult to develop all of CRM apps at the same time. A custom CRM solution simplifies the process. You can develop elements of the system in small sessions, scale and change them whenever you want.
BEFORE YOU BUILD A CRM
Before you start developing a CRM system, you need to pass the preoperational stage. It is extremely important to pay full attention to key CRM-question about its goals, your digital requirements, and functions.
- Commercial goals. Your business has its market strategy and goals. Mind that there are various approaches to how to use the system.
- Legal restrictions. There is always some regulations behind each commercial activity. Sometimes, the privacy policy will not let you collect specific information on your customers or employees. If you work in a highly-regulated niche and don’t have that many ways to promote product between existing customers, reflect it in the project requirements document.
- Quality requirements. List principal features of your perfex paypal like work speed, secure functions, and integrations with existing databases.
- Defining CRM class. It is not necessarily that you need an all-inclusive hybrid.
- Functional requirements and Software Requirements Specifications (SRS). Name all of the CRM software target groups and try to describe the way they are going to interact with it. Remember that each of your employee types has his or her own user story. Look on the tool from the customer perspective too and add other features to your project.On this stage, you’ll probably need to find your team members including developers, a designer, and a project manager.