Features to be considered while developing custom CRM software

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What is CRM? Customer Relationship Management.

CRM is an approach through which you can manage and analyse your interaction with past, current and potential customers. It primarily helps the company to improve their relationship with customers ultimately increasing sales. CRM software can save you a hell lot of time and money

Now the question is how can you make the most of an CRM software? The answer to this question is that you can make sure you can best cater your customer needs by making your CRM software stand out from others and do so you can get a custom CRM software that suits your company operations the best since one-size-fits-all may not work here. Therefore, it is recommended to add some unique features to your CRM software. After all, CRM software isn’t only about storing customer data, it can do much more than that.

Some of the features that can added to your CRM software:

Automate Workflow

Customizing your CRM software with workflow automation can help you and your employees be more productive and systematic. It basically frees you from the tedious processes especially for the job that has to be done repetitively. Automating your workflow comes to the rescue.

Sync with other solutions

Most CRM’s have this feature already integrated but integrating it according to your compatibility with the software that you find easy will eliminate other unnecessary tasks. Unnecessary tasks such as switching between too many apps which to be honest gets irritating at times. You can also eliminate the compulsion of entering data manually along with other personalized information of your customer. Synchronizing your CRM software to other solutions will definitely make your life easy.

Customer Satisfaction

Custom CRM software enables you to keep track about the information of your customers and ultimately provide the best customer service. It helps you retain your customer as it increases the loyalty of your customers towards you. Customer services such as – providing every possible information maybe about the purchase history and other information without any drama, communicating with them, etc that make the customer feel acknowledged and appreciated increases the customer satisfaction.

Tracking of Employees

CRM software can be a great way of tracking the activities and performances of the employees. Employees must have their own accounts wherein their hours, to-do-list, tasks, sales, meetings, goals, etc are tracked. You can have a look at your employees performances by integrating this feature in your CRM software.

Social Media

Like discussed in the earlier point, on how synchronizing with other solutions makes your day to day tasks easy as it eliminates the irritating activity of switching between too many apps. Same way social media should also be synchronized along with other solutions so that you can keep a tap on your social media analytics on a regular basis. You can perform your social media activities more efficiently and work towards achieving your social media strategy.

Email

Integrating this feature in your CRM software helps you in becoming systematic. It can help you send Emails in a timely manner without any errors. Integrating Email features also automatically types Email templates which helps you spend lesser time typing repetitive mails.

Lead Management

Many times, leads are ignored in your CRM for a long time. In such a case having a CRM software which manages the leads by reminding you of the leads you may have not noticed helps you to reconnect with them and so the possibility of leads converting into customers rises.

Reporting

An Reporting feature drives our attention on the numbers which is an important factor. It helps in finding out how many leads you are gathering during a particular period of time, number of sales generated, how effective your emails are and much more.


CRM software can be used by any form of business whether big or small. What is more crucial is how you can make it work in your favour by deriving the most out of it and increasing profits of your company.