CRM systems

What is a CRM system?

A comprehensive Customer Relationship Management (CRM) software system is essential for managing customer relationships effectively. It is not a single solution but a set of cloud solutions supporting your organization at every customer interaction point. Your CRM solution should include a sales, service, ecommerce, and marketing cloud. A customer data platform (CDP) must combine online, offline, and third-party data sources for an up-to-date customer 360 view.

With a CRM system, you can gather, link, and analyze all customer data, including contact information, interactions, purchases, service requests, assets, and quotes/proposals. It allows users to access the data and understand each touchpoint, creating a complete customer profile and building a strong customer relationship.
Furthermore, aggregated customer data can be used for incentive compensation modelling, sales forecasting, territory segmentation, campaign design, and product innovation.
CRM tools and software streamline the customer engagement process, increase sales deals, establish customer loyalty, and ultimately boost sales and profits.

CRM: What is the goal?

Customer relationship management (CRM) is a comprehensive software system that manages customer relationships, incorporating multiple cloud solutions to analyze and improve customer interactions effectively. A CRM solution should include sales, service, ecommerce, marketing clouds, and a customer data platform (CDP) to provide a complete customer 360 view by combining various data sources.
The CRM system gathers, links, and analyzes all customer data, such as contact information, interactions, purchases, service requests, assets, and quotes/proposals. Users can access this data to understand each touchpoint and develop a complete customer profile, leading to strong and loyal customer relationships.
By supporting informed and superior customer experiences, CRM software aims to improve customer acquisition and retention. It achieves this through five key ways:

Answering basic customer questions:

CRM helps find new customers, sell to them, and develop relationships by organizing customer data and anticipating their needs.
Managing customer data:

Access to and interpretation of customer data is crucial for making informed decisions. CRM systems enable customer data storage, tracking, and validation, optimizing customer engagement strategies.
Automating the sales process:

Sales force automation, powered by AI and unified customer data, enhances sales efficiency by providing recommended next-best actions.
Personalizing marketing campaigns:

CRM systems allow marketing teams to connect efforts across various channels, improving conversions, strengthening relationships, and aligning messaging.
Aligning sales and marketing:

CRM facilitates collaboration between sales and marketing, increasing sales productivity and ROI.

All-Round Assistance for Your CRM Goals

Through advanced automation functions, CRM services are designed to enhance marketing, sales, and customer service processes. Our assistance is available at any stage of your project.CRM consulting

Our CRM consultants begin each project by thoroughly analyzing your current CRM capabilities. It helps evaluate if your CRM system can effectively support sales processes with actionable insights from a CRM dashboard.

CRM strategy consulting: We design digital marketing, sales, and customer service tools to help your team build positive customer relationships.

CRM project consulting: We provide strategies for CRM implementation, revamping, migration, or consolidation.

CRM implementation

We offer end-to-end CRM implementation using leading CRM platforms. Our services cover the project scope, including requirements engineering, CRM configuration and customization, and inbound and outbound integrations. Our experts specialize in generating detailed customer reports, including specific customer groups. We also leverage Robotic Process Automation (RPA) for automated data entry and reporting to enhance the overall CRM experience.

Custom CRM development

We provide custom CRM application development services, including installing and migrating CRM platforms such as Salesforce, Microsoft Dynamics, Zoho, SugarCRM, OrangeCRM, and Siebel. Our CRM software includes analytical tools that correlate customer data to drive product development, improve marketing campaigns, and increase sales efforts. We can develop custom workflows and functional modules and connect them into a cohesive CRM system. We also develop custom apps and add-ons for platform-based CRM.

CRM migration

We analyze the bottlenecks in your current CRM and plan a migration strategy for improved process efficiency, usability, and lower ownership costs. Our end-to-end migration process includes building a new CRM and accurately transferring your historical data. We ensure smooth data transition while maintaining data integrity. Our experts have experience migrating data between various platforms like Odoo, Infusionsoft, Hubspot, Salesforce, and Zoho CRM.

CRM testing

We provide functional, integration, performance, usability, and security testing services. Our testing aims to provide insights into your CRM functioning and identify areas for improvement in your existing solution.

CRM support and evolution

If you create a CRM with us, we will strive for the best results and maintain constant communication. If you already have a CRM, we can assist in its development. Our support includes daily administration, data administration, 24/7 CRM system monitoring, monthly system health checks, and a user help desk. We also offer troubleshooting and CRM system evolution to meet your changing business needs.

CRM integration

Integrating your CRM system with other applications used in your business allows for data collection and tracking in a single place. The integration process varies depending on your business type, ranging from simple integration with a few website features to complex integration with multiple systems.

CRM platform customization

We develop customized CRM platforms with standard enterprise CRM features to help businesses achieve customer retention goals and improve sales. Our CRM developers utilize technologies like Odoo, OFBiz, and Dolibarr CRM to reduce turnaround time.

Mobile CRM solutions

We build bespoke mobile CRM apps that enable users to access features such as calendars, email creation and checking, account updates, video conferencing, dashboard and report viewing, and more. These features help businesses close deals efficiently and provide faster support. Real-time updates empower users to resolve customer queries and concerns promptly.

Top CRM Software platforms in 2023

01

Microsoft Dynamics 365

Microsoft Dynamics 365 for Sales offers a comprehensive and effective solution for businesses. It easily adapts to unique business needs and improves customer service by automating interactions and increasing loyalty. The system also provides detailed customer history for further sales and service. Salesforce CRM is a powerful platform that centralizes all business information, from sales and marketing to service and ecommerce processes. It offers personalized and proactive customer service and a 360-degree view of customers. The eCommerce platform helps create personalized experiences, and the Marketing Cloud collects data for personalized marketing campaigns.
02

Salesforce

Salesforce CRM offers a comprehensive solution for managing all aspects of a business, including sales, marketing, service, and ecommerce processes. Salesforce CRM enables personalized and proactive customer service at every touchpoint by centralizing all customer information, from contact details to preferences and communication channels. The platform's eCommerce capabilities facilitate the creation of personalized and engaging experiences for each customer. With Salesforce's Marketing Cloud, businesses can collect data from various sources and transform it into personalized experiences. Salesforce Sales Cloud, the leading CRM platform for sales teams, centralizes information about customers, potential customers, and business opportunities.
03

Zoho

Zoho CRM is a widely adopted platform focusing on lead generation, accelerating sales, and measuring performance. The user-friendly platform integrates with popular apps and software, centralizing data and making it accessible for remote teams. Zoho CRM utilizes artificial intelligence tools like Zia to provide exceptional lead generation and deal predictions, enabling sales teams to focus their efforts efficiently. CRM tools help organize and streamline lead and customer data, allowing businesses to identify the areas where marketing and sales efforts should be concentrated.
04

Pipedrive

Pipedrive CRM offers a cloud-based solution that simplifies the tracking of interactions with current and potential customers through an intuitive interface. The system enables creating and visualizing sales funnels, tracks client communication from initial contact to deal closure, automates sales managers' routine tasks, and provides access to reporting and analytics. Integration with various applications and business tools, including Google Apps, MailChimp, Trello, and Slack, is also available.
05

Zendesk

Zendesk Sell provides a modern CRM system that is easy to set up and use, regardless of business size. The platform offers a range of CRM tools to maximize revenue by boosting productivity, streamlining processes, and enhancing pipeline visibility. With a user-friendly mobile app that synchronizes with the desktop experience, Zendesk Sell ensures that the sales team stays connected and productive wherever they are. The platform's email intelligence tool allows for seamless tracking of email communication, while the power dialer simplifies the calling process and provides comprehensive call analytics. Additionally, Sell offers sales prospecting functionality to identify potential customers accurately.
06

HubSpot CRM

HubSpot CRM is a cloud-based platform that helps companies track and nurture leads and analyze business metrics. Suitable for businesses in various sectors, HubSpot CRM offers features such as outbound and inbound marketing, sales automation, sales pipeline management, customer relations management, email tracking, lead management, and contact management. The platform provides a visual dashboard with a real-time sales funnel view and automatically tracks customer interactions through various channels. Integration with other HubSpot tools and third-party platforms is available. HubSpot CRM's free plan provides unlimited access to all sales, marketing, customer service, and contact management tools for unlimited users.

Manage all customer relationships in a single location

Set up in no time

Setting up a CRM has never been easier! No need for installations or special services – upload your contact information and start managing customer relationships hassle-free!

Centralize all contact information

Store all the information about your contacts in one place, including notes from previous calls or meetings and relevant documents you directly upload to the CRM contact profile. Update once and forget about multiple locations for contact data.

Organize contacts for better communication

Efficiently communicate with your contacts by using lists to organize them based on shared characteristics, acquisition source, conversion funnel stage, or any other criteria that suits your needs!

Stay on track and seize every opportunity

Keep yourself and your team on track by creating tasks in your CRM, assigning them to team members, and setting deadlines. Boost productivity further by automating follow-up emails and contact list management with marketing automation.

Benefits of CRM software

57% of surveyed CRM users reported that CRM significantly impacted customer retention, while an equal percentage stated that it also influenced customer satisfaction. Implementing a CRM system can bring numerous benefits to your business, such as boosting sales, streamlining business processes, ensuring data security and compliance, facilitating tactical decision-making, providing mobile accessibility, and enhancing customer satisfaction.

Boost sales

One of the key advantages of using a CRM is its ability to help you identify, nurture, and follow up on quality leads. Doing so can save time and resources on prospects likely to convert into customers. Additionally, with a reduced sales cycle, you can efficiently guide more leads and convert them into happy customers within a shorter timeframe.

Efficient business process

Efficiency in business processes is another area where a CRM can significantly impact. By defining and building efficient processes within your CRM, you can ensure that your team follows standardized procedures while executing tasks. It allows your sales team to focus on closing deals instead of getting bogged down by mundane tasks, as routine activities can be automated.

Data security and compliance

Data security and compliance are crucial considerations for any business. With a CRM, you can have peace of mind knowing that your customer data is stored securely in your vendor's data centres, protected by top-of-the-line physical and digital security measures. If you operate in the European Union or have European customers, a CRM that offers GDPR-compliance features will be particularly valuable in maintaining data protection standards.

Tactical decision-making

Tactical decision-making becomes more effective with accurate data from across your organization. A CRM provides detailed reports on team performance, enabling decision-makers to stay informed and make better choices in response to market trends. By identifying areas for improvement, you can continuously optimize your business strategies.

Mobile accessibility

In today's mobile-driven world, having access to CRM data on the go is essential. A CRM with a mobile app ensures that your team can access important information wherever they are. For example, a sales representative in the field can easily pull up details about nearby customers, arrange meetings, and update the team with any new information using the CRM mobile app.

Customer satisfaction

Finally, a CRM empowers your team to provide excellent customer service and satisfaction. By centralizing all customer information, including historical data and similar issues others face, your team can quickly resolve customer inquiries and ensure their needs are met. It leads to higher customer satisfaction and loyalty. In conclusion, implementing a CRM system can significantly impact various aspects of your business, including sales, business processes, data security, decision-making, mobile accessibility, and customer satisfaction.

FAQ

CRM Strategy: Why do businesses need a CRM Strategy? Answer

Businesses require a CRM strategy to streamline customer interaction, track leads and deals, and improve customer experience. With a centralized CRM strategy, sales staff can track leads and meet targets, resulting in a lengthy sales cycle and a sub-par customer experience. Implementing a CRM allows businesses to streamline customer interaction, track deals, and make data-driven decisions with powerful analytics. It enables businesses to build personal connections with customers, identify their needs, and provide personalized services

What are the benefits of building a custom CRM system? Answer

Building a custom CRM system offers numerous benefits for businesses. It helps address customer needs, increase loyalty, and generate repeat business through strong customer relationships. Implementing custom CRM software improves customer support, increases referrals, organizes and identifies leads, enhances sales productivity, boosts lead conversion rates, elevates customer satisfaction, facilitates decision-making, and ultimately increases revenue.

What tech stack do CRM developers usually use? Answer

CRM developers utilize various programming languages and tools based on project requirements. They may use Node.js, PHP, or Python for web-based CRM applications and Java and C# for computer-installed software. Database management systems like SQL, MySQL, or Oracle are commonly used to store and manage customer data.

What does CRM development entail, and why is it important for businesses? Answer

CRM development involves the creation of software that helps businesses manage customer relationships effectively. It enables companies to track and manage all customer interactions, from initial contact to post-purchase follow-up. The ultimate goal of custom CRM development is to obtain comprehensive customer databases that can be used to enhance sales, marketing, and customer service efforts.

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