What is a CRM?
CRM stands for Customer Relationship Management. It is a software solution that manages the interactions your business has with customers and potential customers. By properly managing these interactions, you can remove errors and missed opportunities, you can optimise your marketing and sales processes, and you will get better access to data to help you plan marketing and sales campaigns and make other key decisions in the business.
By way of example, a new lead your business generates would automatically go into your CRM. This could trigger an automated email marketing campaign where the system sends pre-prepared emails at set time intervals to further engage the potential customer.
The way the customer responds to those emails could trigger the next stage. This could be to get a salesperson to make contact. Each contact (phone call, email, text message, visit, etc) between the salesperson and the potential lead is also recorded in the CRM as is the quote you eventually send.
The lead then becomes a customer in the CRM where you continue to monitor interactions, set reminders to keep in touch, automate some communications, and more.
Do I Really Need a Bespoke CRM?
We have lost count at Outsource NZ of the number of times customers have come to us because the off-the-shelf software solution they were using just wasn’t cutting it anymore. In some situations, the off-the-shelf software application never delivered and ended up being a waste of time and money.
So, while there are some off-the-shelf CRM applications that are very good and do have a lot of customisation options, the only way to get exactly what you want the way you want it to work is by choosing a bespoke CRM solution.
Can You Adapt the Processes and Flow of the CRM to My Business?
Yes, we can. In fact, this is one of the main benefits of choosing a bespoke CRM solution rather than an off-the-shelf product.
One of the first things we do in the development process is to learn about the requirements of your business. Our developers will then build the CRM to match these specific requirements.
Our goal is to develop the CRM so it fits seamlessly into your business so you can immediately start realising the benefits. This is a far better option than spending time adjusting your processes and finding new ways of working to match the CRM.
What Features Can My CRM Include?
As a leading CRM development company, we can include just about any feature you require in your bespoke CRM solution. Here are some of the most common and most important:
- Contact management
- Sales opportunity management
- Interaction tracking
- Account management
- Sales opportunity management
- Lead management
- Quote management
- Order management
- Email integration
- Integration with other systems
- Sales process automation
- Document management
- Sales performance management
- Marketing campaign management
- Sales pipeline management
- Customer segmentation
- Workflow automation
- Service automation
- Task management and to-do lists
- Reports and data dashboards
- Mobile device accessibility
- Partner management
Industries we have worked with: