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A Recipe for CRM Software Development

  • Post published:February 18, 2021

Are you familiar with CRM software or CRM applications? If you have been running a business for a long time, then this must not be a new term for you.
However, we will still explain everything you need to know about CRM software development in this concise guide.

Organizations worldwide use this CRM software to streamline their sale cycles, marketing strategies, as well as, it is used to save customer-related data of any sort. Many companies have been refining their business productivity and managing interactions with potential customers for increased profitability.

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What is CRM Software?

Do you find it hard to manage a gigantic amount of customer data manually? It is indeed a dull task to accomplish.

Client Relationship Management (CRM) application is specifically designed to help you accomplish this task in no time. It can become your best friend in handling business relationships with your customers and dealing with their overall details.

Let’s face it, operating a business has its challenges. Your day-to-day choices or decisions can greatly affect your employees whether it’s about deciding what software to use or how to build software. You go through a lot!

Are you ready to scheme up a few ways to use a CRM application?

If you want to give access to the same data to different departments in your company, you can do that using a CRM application without any disturbance.

Here are a few more reasons why you should use CRM software in your organization or go for custom CRM software development to streamline your processes:

  • Enhances communication with potential customers
  • Create a smooth workflow
  • Better productivity
  • Management of customer’s data
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How to Use a CRM Software?

Why do you need CRM software?

As mentioned above, CRM is one of the most streamlined tools you can have in your business, and we highly recommend going for custom CRM software development. So, this is why let’s talk a little bit more about how to use it.

Undoubtedly, there are several ways to use CRM software. There is some infusionsoft board to fresh sales, pipeline drive, and stuff like MailChimp to run different sort of campaigns, etc. No matter what you’re using, there is a system out there that can help your organization with your customer’s data and save you time, energy, and money.

That is the kind of software you must opt for.

Let’s discuss the steps:

Step 1: Add your salespeople

The very first step is adding all the users; by users we mean, everyone in your team who must view the data that is added there.

Step 2: Customize the settings as per your business

The CRM must reflect your sales process, this is why we recommended opting for custom CRM software development.

It may take you a few days or weeks to get a hold of the software, so don’t freak out if you face a hard time using it. If you want an idea of how to customize the settings, let’s give an example.

A customer goes through from “lead,” to “opportunity,” to “customer” journey, right? That’s exactly how you should map the journey and divide the sales process.

Step 3: Import your data

You must be having some sheets in your computers that you used to manually prepare. It’s time you import all that data into the CRM software including contacts, companies, deals, and whatever info there is.

Step 4: Step-up your dashboard

Here, you must put all the necessary data at the front. It can be your employee’s performance to keep him aligned and give the right direction when needed.

Some statistics must appear on your dashboard, your day-to-day objectives, etc. must be there. That’s why its dashboard is so handy: It’s like a control panel that you can alter to fit your needs.

Step 5: Enable Reports

Being a manager, your job is to manage day-to-day or weekly reports. Because you want to keep a track of how your team is performing and how the business is running.

As your team is busy locking sales, you can look at their data and make easy reports. Those can be sent out to them via email to keep them informed on their performances too.

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What are the Types of CRM software?

There are several types of CRM software, we are going to tell you about some popular types:

1- Operational CRM – used to streamline your business operations or sales-related tasks. The main features included in such software are sales pipeline, support desk, lead management, workflow management, etc.

2- Analytical CRM – used to check your business’s statistical insight.

3- Collaborative CRM – used to improve your internal and external business communications.

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CRM Vocabulary

There are a few terms you should be familiar with before you even start working on CRM software. Here they are:

  1. Contact – an individual whose information can be tracked down. Its possibilities are endless.
  2. Lead – someone who has shown some interest in your product or service.
  3. Deal- an opportunity, a potential sale.
  4. Source – referrals, webinar attendees, trade shows, forms, etc.
  5. Activity – an action performed such as cold calls, email, voicemail, etc.
  6. Deal stage – Each step in your sales process is a deal stage, you keep on switching from stage start to final. E.g, a cold call is stage 1, and a qualified lead is stage last.
  7. Pipeline – each salesperson will have a unique pipeline, a schedule of sales he needs to wind up.
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Final Words

What could be automated, should be automated, we believe that! So, building custom CRM software is you following the exact instructions.
Do you wish to automate your business flow? Salesforce and Zoho, HubSpot, and Apptivo – are these names familiar to you?

These are some good ready-to-use software, but we are talking about a system that is built on your goals. It is challenging to adapt some built-in features for your specific needs.

Well, you can opt for custom CRM development with vteams.

Contact us and we will help you!