Top 8 Features Of A Custom CRM Software Solution

by Chris E. Business Brand Executive

Managing and handling relationship with customers is one of the most difficult tasks for business managers. Some of them adopt innovative ways, but others stick to old-fashioned ways, such as spreadsheets, email base, and business cards. All these solutions work, but they miss one common thing that is a continuous collaboration with customers and their stories.

This problem can be addressed by building tailor-made Customer Relationship Management (CRM) software solution with the help of an efficient custom software development company. There are plenty of ready-made packages available but they might lack some of the main features that you need.

In such a scenario, it is a good idea to build your own customized CRM software system. But to develop an ideal one is a daunting task. In order to help you with this, let's explore the top eight features of the best tailor-made CRM solution.

1. Automation Of Business Processes

An ideal customized CRM system should automate all the complex business processes. Although it depends upon you to decide automating which tasks will give you the maximum benefit because it is not mandatory that every integration will be beneficial for every company.

Automating certain complex processes such as data entry will save a lot of time and money for you. Also, it will encourage better and efficient reporting and together it will help you in improving the relationship with the customers and cultivate a healthy bond with them.

2. Ease Of Tracking Partners & Product Support

Your custom-built CRM system should allow you to efficiently collect data about your partners and product support. This information will help you in enhancing the customer experience, because you will be completely aware of when, why, where, how, the client was dissatisfied with your product or service.

3. Authorized Access & Flexible Security

One of the main motives of your comprehensive custom CRM solution should be the security of the confidential data of your company by giving role-based access to various information. Also, it should allow specific users to access certain vital data so that not compromising on data security.

4. Efficient Billing & Invoice Functionality

Tracking the billing and invoicing status of every customer is another significant feature of a tailor-made CRM system. This will help you in keeping all your financial information well-organized. Also, it will allow you to reviews things such as frequency or timeliness of payments easily.

5. Seamless Integration With External Applications & Systems

An ideal custom CRM solution should be smoothly integrated with other external systems and applications of your organization. In order to collect and maintain accurate customer information. it is essential for you to integrate your custom CRM system with the existing ERP solution.

6. Smooth Integration With Social Media Platforms

In this digital landscape, with the help of a unique timeline post, you can easily get a new project or it can positively affect your company's reputation. For this reason, integration of the custom CRM solution is mandatory with social media platforms.

With this integration, it will become easier for you to track the social media activities of potential and current customers. Also, it will allow you to connect with the customers publically and maintain a good relationship with them.

7. Unique CRM VoIP Telephony

It is very important to provide your customized CRM system with built-in calling opportunities. It will allow you to capture and record the conversations. Also, with the VoIP telephony, you can automate call center workflow and call reporting. CRM telephony is considered to be one of the best ways to optimize calling.

8. Accurate Data Reporting

Entering and organizing the data is one of the major functions of a custom CRM solution, but an efficient tailor-made CRM system will help you in analyzing this data as well. The data reporting feature will help you in identifying customer behavior trends and to find out ways to improve customer relationship.

An effective custom CRM solution should have the feature through which it becomes easy to export, compile, and analyze marketing data and tools for customer billing analysis. A tailor-made CRM system like this will definitely be a valuable asset for your company that helps you in interacting with the customers effectively.

Customized CRM solutions developed by expert Custom software development company are built in accordance with your specific business requirements. It is mandatory for a tailor-made CRM system to be fully integrated and optimized. Otherwise, the data collected through the system won't show the big picture of the customers and their distinct needs.

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Created on Sep 9th 2018 23:11. Viewed 321 times.

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