If you have been weighing the advantages of a custom CRM system, you are likely eager to learn how to build one! Fortunately, developing custom CRM software is easier than many small business owners may think. Below, we have outlined an eight-step process to create top-notch custom CRM systems.
Step 1: Choose the CRM Type, Roles & Platform
The initial stage in developing custom CRM software includes selecting the right type of system, assigning user roles, and choosing a platform. The type of CRM you choose is crucial, as it will ensure that it functions exactly how your team needs it to. There are three types of CRM systems: Operational, Analytical, and Collaborative, each serving distinct purposes within a business.
Operational CRM focuses on automating and enhancing customer-facing and service-related operations, while Analytical CRM systems dive deep into customer data analysis to drive strategic decision-making and management. Collaborative CRM systems streamline customer-related data and information sharing within and outside the organization.
Choosing the right platform and roles within the CRM system is vital for successful implementation.
Step 2: Choose Your CRM Features
Selecting the appropriate features for your CRM system is critical for enabling your team to work efficiently and streamline business processes. There are four types of CRM features: Critical features, Main features, Advanced features, and Niche features, each catering to different needs and enhancing the effectiveness of the software.
Step 3: Calculate Your CRM Development Budget
It is essential to calculate a CRM software development budget to ensure that your company can implement the new technology within financial constraints. Factors influencing the budget include the number of roles, functions, platform support, and any required integrations and other software.
Step 4: Choose a CRM Developer
Decide who will develop your custom CRM software, whether it is an in-house team, on-shore subcontractors, off-shore subcontractors, or a development agency. Each option offers unique benefits, such as specific domain knowledge, deep understanding of the local business landscape, cost-effectiveness, and a diverse pool of experts.
Step 5: Get Design Approval
Obtaining design approval ensures that the CRM software’s design meets the company’s requirements and expectations before moving forward to the development phase. This reduces the likelihood of costly changes during development and facilitates a mutual understanding between the development team and stakeholders.
Step 6: Team Testing
Internal team testing involves rigorous examination of the developed CRM system to identify and address any bugs, errors, usability issues, or missing features. This step ensures the quality and effectiveness of the CRM software before its launch.
