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CRM software better manages customer relationships. Having a centralized database of customers and their engagements helps to streamline large and small businesses and improve sales teams’ efforts. Managing relationships efficiently and making sure customers are having optimal experiences is the main goal of utilizing the best 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.
Main Components of CRM:
Lead Management Software
Analytics and Reporting
Tasks and Reminders
There are lot of reasons to own custom CRM software solution. Let's go over them one by one.
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 teams’ 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 customer experience.
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 software.
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 system, 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.
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.
Custom CRM's are built with sales customer management software in mind. The customer service automation sales process is personalizes to the businesses 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 email marketing performance even if customers viewed the email or not.
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 platform 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.
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 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.
|Email Template Management
|Social Media Integration (LinkedIn)
|Option to user your trusted Email Service Provider
|File Sharing or integration with contract platform
|Performance monitoring of Sales team based on sales data and activities.
|Custom Workflow automation and Approval process
Chetu, Inc. does not affect the opinion of this article. Any mention of specific names for software, companies or individuals does not constitute an endorsement from either party unless otherwise specified. All case studies and blogs are written with the full cooperation, knowledge and participation of the individuals mentioned. This blog should not be construed as legal advice.
Chetu was incorporated in 2000 and is headquartered in Florida. We deliver World-Class Software Development Solutions serving entrepreneurs to Fortune 500 clients. Our services include process and systems design, package implementation, custom development, business intelligence and reporting, systems integration, as well as testing, maintenance and support. Chetu's expertise spans across the entire IT spectrum.
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