OutSource NZ

CRM Development

If you need a Bespoke CRM or want to update your existing CRM, our Custom CRM Development services are what you are looking for. Our team has extensive CRM design & development experience, helping customers in a wide range of industries improve their business processes, stand out from the competition, and win more customers.

CRM Development

Helping you close sales and build closer customer relationships

Customer Relationship Management (CRM) applications are essential tools in many businesses. They help you manage sales processes, promote your business, and manage the relationship you have with existing customers.

There are lots of CRM solutions available on the market, but there is a problem – these off-the-shelf CRMs are one-size-fits-all. Your business is unique, however, with existing processes, ways of working, and expectations.

The fact is a software developer who has never met you and has likely never heard of your business cannot ensure their off-the-shelf CRM meets your expectations. This is why you need a bespoke CRM.

We know CRM Development and digital marketing. You know your business and objectives.

Together, let’s make it happen.

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
  • Forecasting
  • Mobile device accessibility
  • Partner management

Industries we have worked with:

The key benefits of getting a bespoke CRM include:

  • You’ll get all the features you need
  • You won’t get any features you don’t need
  • The above two points make the CRM easier for your team to use
  • The above two points also mean you are not paying for something you don’t need
  • The CRM will properly match your current business processes
  • As a result of the above, you won’t have to change something that isn’t broken
  • You’ll get better buy-in from users
  • The CRM will become successfully integrated into your business
  • Sales and customer management processes will improve
  • You’ll have greater business oversight with new data and reports
  • You’ll get a return on your investment