Qualitative ready-made CRM solutions are expensive, and most often your company does not need the entire set of functions provided. The cost of creating custom CRM is also not small, however, in case of individual development, you pay for the functions necessary for your company. Plus, employees do not have to spend a lot of time developing the product, because CRM will initially be created under the workflow already established in the company.
For example, creating a CRM system for a construction company, we designed a solution in which not only the functionality, but also the color scale, the names of the sections, even the typography were adjusted to the specifics of the customer's work. We took into account that in the service interface numbers and small signatures are often used, so the choice of font was determined by a good display of figures and readability of small text.
A careful analysis of goals and objectives, as well as prioritization, will help design a CRM system with the optimal set of functions.
Why it is worth developing a mobile application for the CRM
If for interaction within the team, the web version of the service can still be enough, then when working with clients, a mobile application for CRM is necessary as air. On a business trip, on the road, even at negotiations - access to the system will provide an opportunity to constantly be in touch, to have at hand the necessary information and promptly make changes.
It is extremely important that the application works correctly and does not crash at an important moment, so we do not recommend using cross-platform development. A native application for Android or iOS, although it will cost more, will be a reliable addition to the web version of CRM and will help to further improve the efficiency of automation work.
Determine the MVP for the MRC
The scope of the CRM system can be divided into two areas:
Interaction with customers
Basically, it includes telephone calls, Email-correspondence, newsletters and meetings. The first three tasks need to be automated to form a history of relationships with customers. The minimum set of functions for the direction:
integration with telephony, e-mail and sms services
base of customers, addresses, phones with a convenient filter
the ability to track customer relationships
the ability to generate reports on working with customers
calendar with built-in notifications, for entering information on future meetings
Interaction between employees
The CRM-system should provide employees with the opportunity to allocate working hours and plan the future load. Also, the manager should be able to control the workload and efficiency of subordinates. Consequently, the minimum set of functions for the direction:
Access levels for different categories of employees
calendar with built-in notifications so that the manager can notify the news of subordinates
the possibility of setting and controlling tasks
the ability to attach files to a task
communication within the task
Readiness of the task and its priority
generating reports for downloading
Depending on the specifics and size of the business, you may need many more opportunities. Creation of a CRM system that will help automate the work of the company and bring the business to a new level will require significant financial and time costs. However, the result is payback in a relatively short time - statistics show that the introduction of CRM improves sales efficiency to 29%.
The developers of WebCoreLab have great experience in creating technically complex solutions for large companies. Write to us to share your idea. We will gladly answer all your questions and help you realize your dream project!