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How to develop a bespoke CRM

How to develop a bespoke CRM

CRM software is an acronym for Customer Relationship Manager software. As the name suggests, it’s designed to simplify and automate aspects of the customer journey and the relationship you build with them. 

CRM software improves the experience for the customer, making it easier to solve problems and meet challenging customer requirements. It aids customer retention, allowing you to better meet the requirements of your customers. 

To achieve this, CRM software will make use of different information from across your organization, including customer history, social media analysis and website analytics. 

Tailored CRM software gives you a competitive advantage

There are a number of off-the-shelf CRM software packages that are used by thousands of businesses across the world. While these can provide solutions to generic functions, they rarely meet all of the requirements of a business. In many cases, they will provide functions that are superfluous to the needs of a particular business. Many of the leading CRM packages are also notorious for being difficult to implement and use. 

If you’re serious about maximizing the benefits of CRM software, then developing your own bespoke software solution is the best approach. 

Bespoke CRM software features

When you’re scoping a tailored CRM solution it’s important to think about what you want from it and how it will be used. Think about the goals you hope to meet with your software and what aspects you might achieve to add real value to your customer relationships. 

It’s important to remember that the more features that you integrate, the more complex the CRM software will become. Therefore, you should think about what features will provide the greatest impact on your customer relationships. The clearer the instructions you are able to provide the bespoke software company you are working with the better. 

Key CRM software features

There are no hard and fast rules about what should be included in CRM software but typically, some key features will be included in most bespoke software solutions. These include…

File Sharing - This makes it easy for people across your organization to keep track of information. All essential documentation can easily be accessed in one place so there’s no need to chase people up for files or physical documents. 

Touchpoints - These are those points of contact between the company and the client. Touchpoint tracking will usually be included in bespoke CRM software to better manage these encounters and to enable the company to understand how customers reach out and what they expect. 

Customer Pipeline - Alongside this, a customer pipeline feature will track the customer’s journey from initial contact to sale. It can provide valuable information about where a contact is converted or lost and will enable you to tailor your service accordingly. 

Invoicing - Whether your CRM software is primarily sales-oriented or not, sales and invoicing features will usually be incorporated. This can include a range of invoicing options such as automatic signature, quick invoices, status tracking and invoice history. 

How InTeck can help

At InTeck, we can create bespoke software solutions that fully meet your CRM needs. We take time to get to know your business, what you need and what will have the biggest impact. 

We then work closely with you to bring it all to life.

Call 0800 3685220 or email to find out more.

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