Emily likes when people are particularly attentive to her. Sometimes, she feels unsatisfied with a “cold” reception in a bank or a long line for a doctor. However, she’s happy when her needs are met. She likes buying different stuff in those stores where she was given due attention.
CRM System for Business Development: Essential Features and Benefits
As Emily does, all people like it when others are attentive to their needs. Companies demonstrating attention to their customers are loved by consumers. Usually, satisfied clients recommend the products or services they tried to their friends. Thus, getting high customer loyalty is the reason why so many companies invest in CRM system development.
Today, for higher sales indicators, it is important to know more about consumers. How old are they? Where do they live? Do they have any family? What products do they buy more often? CRM software helps companies learn everything about their customers.
Automated systems and analytic databases ensure close work with every single client. Customers, in their turn, feel that they are valued. With a correctly set system in place, managers get the answers to many questions. What does affect sales? Where orders come from? What sales funnels are the most effective?
How to Choose the Right Approach to CRM System Development?
You know that there are two options to get a CRM. Firstly, you can buy a ready-made solution. Secondly, you can order a custom system from professional developers. If you choose between these two alternatives, you should know how they are different.
Option 1 – Ready-made solutions are good in the following cases:
- You need a system asap.
- The budget is accurately formulated.
- You know what functions you need.
Option 2 – Custom solutions work best in the following cases:
- You have specific requirements for the system.
- Your budget is still unclear but you have enough funds to build a system from scratch.
- You need some recommendations as to the functions and features.
- Scalability is a must for your system.
- You have already a system but you need some add-ons.
- The existing system is out of the data and you want to modernize it.
Key Questions That Can Help You Choose the Right System
There are many checklists to decide on the right software. However, based on our experience, first off, our clients have to answer these two questions:
Question 1 – Who will work with a system? Potential answers may sound like “Sales team only” or “Sales team + other departments”. If you need a complex system for many departments, you’d better consider ERP.
Question 2 – What kind of tasks should a system solve? That will define how complicated the system will be. Typically, there are systems with core functions and those with advanced functionalities and integration capabilities.
Below are more detailed questions:
- How should a system record customer interactions?
- Will be there any limitations to data access?
- What kind of sales funnels should be considered?
- What kind of analytics should be used?
- Will you need integration with third-party software?
Keep in mind that you should carefully define your requirements. Your system should provide as many features as you actually need. Too many functionalities will make users feel embarrassed. A system overload may cause serious issues in the future. For example, in case if you need to scale up or change some processes.
Keep your system simple. And remember that it can be further developed by a dedicated team. Professional developers are able to help you add more functions or modules to the existing system. In such cases, you will need to look for a vendor that has expertise in CRM modernization.
Benefits of CRM System Development and Implementation
Implementing a custom CRM system will give you a considerable number of benefits like gaining a competitive advantage and precise compliance with regulations. However, we would like to list the benefits according to the objectives set by customers.
CRM benefits for initial sales:
- Increased revenue. A salesperson knows more about customers. Thus, the number of sales increases. It’s much easier to focus on the most profitable deal.
- Accurate sales forecasts. More customer data and smart analytics help to accurately determine the likelihood to close the deal.
- The increased probability to close the deal. Sales automatization, better understanding of the competitor’s strengths and weaknesses, comprehensive clients database – altogether it leads to successful deals.
- Increased productivity. CRM provides better planning, time management capabilities. Employees can effectively manage their opportunities.
CRM for following up with customers:
- Reduced operational costs. Access to customer interaction history helps managers avoid redundant operations with data. Customers benefit from a shorter response time.
- Better customer support. A comprehensive database allows managers to determine the type of inquiry issue faster.
- More loyal customers. People are more loyal to those companies that timely provide the necessary information, solves problems, sends personalized offerings, and so on. Such an attitude to customers motivates them to keep ordering the company’s products or services.
- Increased average check. It’s a good opportunity for cross-selling and up-selling when customer support can be easily reached by a customer. Salespersons can sell additional products or services when a client is eager to communicate with them directly via some real-time messenger, for example.
7 Phases of CRM System Development Life Cycle
Phase 1 – Planning
The planning phase involves an outline of the company’s business goals, required skills and knowledge, approximate date of implementation, budget, and technology stack.
Phase 2 – System Analysis and Requirements
During the second phase of SDLC, it is important to carry out an internal analysis. Based on the current state analysis and the desired state analysis, a project team can define business goals, requirements, and deliverables.
Phase 3 – System Design
CRM design phase may include sketching, wireframing, mocking-up, etc. What is important in any design is its clarity. The interface should be user-friendly and clear. It must also comply with the context and the sales process.
Phase 4 – Development
The development phase belongs completely to software engineers. They take care of the tech issues, select the best-suited languages and frameworks. Traditionally, custom developers offer to build an MVP to get user feedback earlier.
Phase 5 – Integration and Testing
Testing of a CRM system means checking if data is correct and if the system functions properly. In terms of functional testing, engineers check if every feature runs as expected.
Phase 6 – Implementation
The implementation phase includes several stages. The first task is to create an effective implementation team. Usually, it includes salespersons, marketing specialists, developers, project manager, and other stakeholders. The next tasks are planning, budget forecasting, launching, and training.
Phase 7 – Maintenance
The maintenance phase is literally continuous because any software requires updates and regular customization. Thus, you will need to cooperate with custom developers to timely detect new opportunities for your system.
How to Build a CRM with Python?
If you delegate CRM system development to a dedicated team, you don’t have to worry about the tech issues. Experienced developers will recommend you the best stack that fits your requirements. However, we want to cover some options for programming languages for such projects.
First off, let’s start with the most popular language for web systems development. As of July 2019, Python stands third in the TIOBE rating of the most popular programming languages. Many developers use Python to create multi-modular systems. The matter is that Python’s framework Django is specially created to build modular products.
Django is fast, secure, and scalable. That’s all that a good system needs to be built. The main advantage of Python is that its code is simple and quite readable as compared to other languages. Many customers choose Python as it ensures high data security. That is especially important if the brand deals with piles of personal customer data.
How to Develop CRM Software in Java
Java remains firm in its position. As in the last year, today, Java stands first in the TIOBE rating. It can be surely used for creating web systems for enterprises, mostly. With the help of J2EE, a patterns pack, developers can build more complex systems that usually look like ERP. Thus, Java is a good choice if you need a sophisticated system.
Today, you can find a lot of open-source Java-based CRMs. However, if you require a set of unique features for your enterprise, it’s better to contact custom developers.
How to Make CRM Software in PHP
PHP is recommended for simple CRM projects. It is a perfect choice for small and middle-size businesses that don’t need any complex stuff. Besides, there are many developers that are skilled in PHP. So, you won’t face any difficulties when looking for a professional.
In Diceus, we offer our customers different approaches to CRM system development. Our alternatives usually depend on your requirements. We believe that every single language listed above has all the capabilities to provide high scalability and make your product stable. However, if you have any preferences in the frameworks, we don’t mind talking about those.
What Can You Actually Do with a Custom CRM Database?
Deals, reports, contacts – these are the top things you can manage with a custom system. The main goal of a CRM database is to organize data and keep it clean. Well-structured data increases salespersons productivity as they can easily and quickly find what they need.
If you plan to build a custom product from scratch, don’t forget about a mobile version. Today, when there’s a strong need to work on the go, mobile CRM is a must. A sales team can respond asap to customer requests, send offerings timely, and provide other customer support.
Custom products from Diceus are built according to client needs. We adhere to the key principles of Agile development. Due to frequent iterations, our client gets a functional product each time. Once we develop one feature, we can move to create the next. Our developers deliver MVP to get early feedback from users and understand what needs to be fixed or improved further.
This guide had to teach you how to choose the right system. It informed you about the benefits of custom solutions. However, if you still have any questions on this topic, feel free to ask our experts. We have developers with expertise in different industries including insurance, finance, banking, healthcare, etc. They know how systems for those industries differ from each other. Besides, we can offer you several types of engagement models such as dedicated team, time & material, fixed price.
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