Is the CRM you chose a few years ago starting to become a real problem for your team? Businesses often find themselves hiring developers and CRM “experts” to patch together fixes to problems caused by organic growth. Your team has grown. Your processes have evolved. Your customers are really starting to connect with you. But your CRM has become a problem. It’s not keeping up. It’s slowing you down. Those are signs that a custom CRM software solution might be just what your business needs.

What Is A CRM?

CRM (Customer Relationship Management) is a process by which businesses interact and communicate with prospects, current customers, and past customers. The software that manages that process is often called a CRM.  The aim of a CRM is to create efficiencies across functional areas of a business while staying engaged with customers during those processes. A CRM often integrates through Sales, Marketing, Finance, and Operations.

Why Should I Use A CRM System?

The benefits of a good CRM software solution include the following:

• Keeping customer data current and accessible to all departments within the business
• Better customer experience due to a better understanding of customer information
• Smarter business decisions due to reporting on data, analytics, and activities
• Increased customer retention
• More efficiencies from Sales to Operations to Finance
• Better communication with customers and prospects

Reasons To Go With A Custom CRM

While most businesses quickly identify a need for a CRM within the first few years of business, many also begin to outgrow standard, off-the-shelf CRMs. As your business develops very specific processes, you can start to find that you need your software to adapt to your processes in order to be more efficient. t You will also want to automate those processes in order to help your team be more productive and profitable. Therefore, a custom CRM might be just the solution.

Here are three reasons to go custom with your CRM software:

1. Ease of Use: One of the top reasons companies move on to new CRM software is that their software becomes cumbersome and difficult to use as they grow and develop their own processes. A custom CRM will lay right on top of those processes and create an easy-to-use solution.
2. Integration: A custom CRM solution will integrate with existing software your company uses as well as with solutions that customers, vendors, and suppliers use.
3. Competitive Advantage: You’ll be able to make strategic decisions with custom reports. Your customers will be more loyal and provide you key market information. A custom CRM allows you to do things your competitors cannot do with standard CRM solutions.
4. BONUS: It Scales: As your business grows, as customers and vendors grow with you, your CRM needs to scale. A custom solution does that so that each year you feel like you have a new, upgraded solution that is right there with you as you grow.

Getting Started With Your Custom CRM

If your business is still using spreadsheets, has trouble getting customer data from Sales to Operations to Billing, or your team has just simply outgrown your CRM, then a custom solution might be just the solution. Designing the right solution, migrating your data, and doing a seamless launch makes going custom a lot easier than you might think.

Schedule a call with us to discuss your project. We have the small business experience to understand your specific needs. Schedule now.