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What should be included in a CRM software development project?

What should be included in a CRM software development project?

Managing customer relationships can be one of the most challenging aspects of running a business. As your business grows and those relationships become more complex, integrating CRM software can make a real difference. It will help you keep up with contacts, manage customer relationships and issue and track invoices. 

As well as handling key processes, it will also give you valuable data and analytics to help you improve the service you provide to your customers. Because of the limitations of off-the-peg CRM packages, many companies opt for a bespoke software solution. By working with a software development company, businesses can create CRM software that is perfectly fitted to their requirements.

Bespoke CRM software will reflect the needs of the company it’s being made for and will usually contain some common features. Let’s explore this in a bit more detail.

Key features of CRM software

Some of the key features frequently included in CRM software are:

Contact Management

Contact management is a key CRM capability. It allows any employee with a customer contact role to organise their contacts, access key information and better cater to them. It can provide the means to gather customer data, helping to create better targeted marketing. It also makes it easier to personalise customer contacts, making them feel valued and increasing customer loyalty. 

Sales and Lead Management

Bespoke CRM software will usually include a package of sales and lead management tools. This might include tools that allow users to identify customers that are most likely to convert, helping to improve efficiency and optimise the entire sales process. It gives businesses the ability to determine the contacts they should concentrate on. 

In short, sales and lead management tools help your sales team to become more productive.

Sales Analytics

Sales analytics tools can provide you with detailed data about the performance of past marketing campaigns and sales pushes. They allow you to see what worked and what didn’t without spending hours mining complex data. This then allows you to repeat what worked and discard what didn’t. 

File sharing

A key feature of CRM software development will usually be a tool for file sharing. This gives different users all of the data they need at their fingertips without having to chase it up. It can provide synchronisation with a range of other platforms outside of the CRM software
such as Outlook and Google Drive. 

Pipeline Management

Users are able to manage the entire sales pipeline from initial contact through to sale. It provides valuable information about how people move through the pipeline and streamlines the service for the user. Sales and customer service are better able to meet the needs of customers which, in turn, promotes greater customer loyalty. 

How InTeck can help

At InTeck, we create bespoke software solutions that fully meet the CRM needs of our clients. There is no set format for a successful CRM package and we work with you to create a tailored solution that meets your needs. 

To find out more about how we work and what we can do for your business, call 0800 368 5220 or email

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