How to Create a Custom CRM System for Your Business

Within the first few years, business owners don’t generally expect too many customers. So Google Sheets, Excel, or sticky notes may be quite sufficient for collecting and managing customer data. Yet as a business grows and more customers come, it becomes difficult to manage all the data. Businesses, therefore, start looking for a new scalable solution: a customer relationship management (CRM) system.

What is CRM? What types of CRM software are there? When should you go with a custom CRM system  and when shouldn’t? Read on to find answers to these questions and more.

What is CRM software?

For those who prefer slides to blogs, here’s our presentation:

Custom CRM Development Services from Viacheslav Ponomarov

A customer relationship management system enables businesses to arrange, optimize, and synchronize all customer interactions and analyze data throughout the customer lifecycle. The purpose is to enhance customer service, better understand customers, and improve internal processes.

A typical CRM lets you track the following figures:

SOURCE: STEELKIWI.COM

Today, CRM is a must, not a luxury. The question is � should you build a CRM from scratch to meet your specific business needs? Or use a ready-made solution?

What are the benefits of custom CRM development?

With so many ready-made CRM solutions available, you might be a little hesitant to opt for custom development. 

At Steelkiwi, we believe there isn’t a one-size-fits-all solution when it comes to automating customer interactions. All companies are unique and have different needs. With ready-made products, you don’t always get precisely what you want, as they focus on covering the needs of a wide audience. On the other hand, a custom CRM is designed for your specific requirements. You can choose what processes to automate and what departments to grant access to what information. 

Since CRM systems contain sensitive data such as customer information, details on transactions, and reports, it’s also important to ensure information security and confidentiality. 

With custom development, you can craft your CRM with security in mind from the beginning using different mechanisms to keep your system safe. What’s more, custom CRM softwareis more flexible and scalable than off-the-shelf solutions. 

To sum up, a custom CRM:

• caters to your specific needs
• are stable, secure, flexible, and scalable
• can harmonize information across different departments, improving collaboration between them

5 things to consider before you develop CRM software

Before building a CRM system, there are some crucial decisions to make. Below, we provide a five-step guide onhow to build custom CRMsoftware so you can make the right choices from the start and avoid costly mistakes.

Read more - Build your own crm