Customer Relationship Management (CRM)

Features, such as the ability to set reminders, can be crucial in retaining customers. For example, a customer asked you to let him know when a certain product will be in stock, or you called a customer to offer your services and he/she said to call back in 3 weeks. It's easy to forget and forgetting can mean losing a customer to a competitor. 

Custom CRM software application allows you to take notes and add a reminder on any note. So, on the set date, you will have a reminder pop up with your notes on the previous conversation. You will also be able to click an email link and have an email window open with his/her email address and some text already filled in. You will also be able to click the 📞 button and the application will dial his/her number for you. There can be other contact options programmed in a similar way. 

To provide the best customer experience, you will need to track every communication a customer has with your company. This is done by entering notes and there can be a drop-down with the note category as well. The notes will be date and user stamped.

Having all this information readily available when communicating with your customers, will help you resolve their issues and answer their questions. Having their order history in front of you also helps.

You will have the ability to set up marketing campaigns based on any criteria (let's say, you want to target customers from a certain region, or customers who bought a specific product, customers who haven't ordered in some period, or customers who bought products similar to a product you're trying to sell...).

That's the advantage of having custom CRM software or one application to run your business: all your data is centralized, and it can be easily analyzed in many ways and valuable insights can be gathered. 

You will also be able to track the success of any campaign. That data can then also be analyzed: you will be able to see how customers respond to different contact methods, content, products, how long it takes for a response, how much sales you got after a campaign, how many people unsubscribed, the response ratio... your imagination is the limit.

You could have the option to rank your leads, so that you can focus on the most promising ones. You also could have the ability to set reminders for follow ups, assign leads to members of your teams to follow up. You could have the ability to track commissions for members of your team if they converted a lead to a customer. 

And having all this data is useful because you will be able to see which employee brings the most customers, how long (and how many communications) it took to convert the lead to a customer, the % of leads that became customers.

The main advantage of a custom CRM software application, or any custom application for that matter, is the complete automation of your workflows.

We believe that it's worth the expense and the effort (on your part as well, since you will need to actively participate in brainstorming sessions) to set up automation, so that, in the future, you only do minimal work. 

Not only does automation save a lot of time and hassle, but it also minimizes mistakes that are guaranteed to happen with any manual process. 

If you have clean data (and our custom CRM software comes with extensive data validation routines), centrally stored, then you can have valuable insights extracted from it with the use of reports.

Your data can be analyzed in any way you want, you can have both reports and charts created from it. You will be able to spot trends, run predictive scenarios based on existing data, run cost analysis and any other reports you need.