Customer relationships management (CRM) systems help to administer and analyze the interactions with clients, keep all your prospects’ and customers’ data in one place, and bring clarity and certain structure to sales and marketing workflow.
CRMs usually allow you to store leads’ and clients’ contact information, set labels and priorities, automate correspondence (e.g. for marketing needs), view history of the interactions, provide inter-system chat for users, etc.
Technology
- SuiteCRM
- PHP
- JavaScript
Problem
CRM Softwares are created with a generic goal to accommodate all types of industries needs, that is why it does not offer specific features required to your company functions. CRM includes complex algorithms and requires a large database to store information, developing a new CRM takes a great amount of time and a large team, which can incur great cost to any company.
Solution
Our responsibility was to find a suitable solution which can be simply customized with the features required by our client. It should be independent of the technology stack and can be modified with a small team. After the review of available solutions in the market, our team selected SuiteCRM as base. It is fast, new and Open Source.
Customisation we Made
- Integration with the client’s existing customer database.
- Support for custom modules for customers.
- Mobile app for Customers and Technicians.
- Location tracking and close monitoring technician visits.
- Events and Promotion module integration
- Billing and Payment system integration
- Reports and KPIs for performance review.
- SLA reports.
- Customized support module and tickets module.
- Notification and alerts to users for critical updates.
Benefits of custom CRM
Helps to improve the relationship with active customers:
Active customers are one of your company’s most precious resources. They are the ones who guarantee the financial health of the business. Custom CRM software can help a lot in this challenge. This is because it helps your company better understand the needs, preferences, and habits of these customers.
Offers more managerial power to the sales:
As an entrepreneur, you certainly know that the more you follow up, the more control you have over your results. The custom CRM software is an effective way to offer more power management to your sales leader. With the information obtained, it can do much more with fewer resources. All you need is to design the CRM as per your business requirements.
Practical information storage:
To maintain a quality standard and optimize processes, the best solution to these issues is a complete CRM system. This custom platform keeps all your information in one place, where the whole team can access. What’s more, they are updated in real time!
Allows tracking of results:
Monitoring the performance of your strategies through objective metrics is essential to keep your company on track. As an entrepreneur, you certainly know the importance of this monitoring. Customize CRM organizes data in one place. With much more complete and real-time reporting, the decision-making process becomes more dynamic – as it should be. You’ll be able to identify potential problems much faster, as well as implement truly efficient, data-based solutions.
