Basic CRM Features
When you decide to invest in a bespoke CRM development, you should always think about your business needs. Compared to an Off-the-Shelf software, an CodePixi bespoke CRM development built from scratch for your needs only allows you to select the right features that will help your company grow. If you are not sure where to start, here are the fundamental elements a bespoke CRM software should include:
Contact Management
You will be able to add as many contacts as you need with a scalable bespoke CRM software and store all their data in a cloud, so that multiple departments have access to it at the same time. This will lead to the optimisation of your business processes while improving customer experience.
Lead Management
If you implement a great lead management solution, you will almost instantly see a change in your lead-to-deal reports. Basically, a bespoke CRM software can help you collect leads using multiple channels. Then, the software analyses them and nurtures them until they are ready to turn into deals.
Sales Forecasting
If you choose to integrate a sales forecast feature, your new enterprise software can help you generate sales forecast reports. The software uses your pipeline of potential customers to make predictions about how much you will sell in the future. Imagine what a useful tool this can be for your sales team and sales managers as well!
E-mail Tracking
Every time you reach out to your customers with tracking e-mails, you will be able to see if they have been opened, how many times they have been read, and what devices were used to open them. Your custom software will store everything and provide useful reports to help identify potential leads.
Data Analytics
A cloud-based CRM software allows each user to use the dashboard at any time and from any location to see the data analytics. This speeds up the decision process and can help close a deal on the spot if the seller has all the necessary information to convince the customer.
Internal Communication
Your employees will be able to use the platform to safely communicate internally with each other whilst maintaining all the information private. Messaging becomes easier by cutting out third-party efforts, and all the conversations can be stored for further clarification.
Improves your relationship with your existing customers
A report from Frederick Reich of Bain & Company showed that it costs you 6 to 7 times more to acquire a new customer than to maintain an existing one. So, it becomes clear that the base for your business is the existing customers you should try to keep in the loop about your new promotions and services.
One of the many benefits of bespoke CRM software is that it, unlike a human employee, never forgets, and it can help remind you to contact customers who haven’t reached out in a while. Marketing automation offers you an advantage over your competition and can increase your sale opportunities considerably. Remember, you have more chances to sell to an existing customer than to a new one!
Helps you be proactive
If you know your customer’s buying habits, it is easier to create custom offers that have greater chances to sell. This data can be comprised from previous interactions between the customer and your business and easy to understand reports efficiently communicate this information.
Quicker communication
One of the most important goals when running a business is to respond to your customers’ inquiries as fast as possible. If you take an hour to reply, it may already too late and doesn’t always show professionalism. Most bespoke CRM softwares integrate a chat feature that allows your customer support specialists to respond instantly as it cuts out third-party applications. Not to mention that they will have all the customer’s data in front of them so will be best equipped to answer inquiries efficiently.