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21 July 2021

How to Build CRM System for Enterprise?

CRM systems have long been the main tool for automating most of the business processes related to sales, marketing, and customer support. They are used by 7 out of 10 enterprises, with the rest of the companies ready to integrate CRM, but they can't find a solution that fully meets their needs. Next, we'll tell you how to get around this problem by creating your own CRM system that is grounded in your enterprise's business processes.

1. When you need a CRM system


Any software for enterprises is created to improve business processes and, of course, its creation costs money. So before spending your money, you need to understand if CRM is going to raise the effectiveness of your business enough to offset the cost of development, integration, training of staff, the work of the support service, and the updating of the CRM system.

2. Why custom CRM is the best option


By making sure that your enterprise needs a CRM system, you also need to understand whether this is a ready (template) solution, or you need software tailored to the business processes and needs of your business. The reasons why many companies invest in developing their own CRM systems, despite the abundance of ready-made solutions in the market, there are two - the complexity of implementation and the low economic feasibility of finished products in the medium and long term perspective.

As far as economic viability is concerned, the problem here is that ready CRM systems can have many functions, but not all of them your business will need. In addition, finished products are distributed on subscription - between 50 and $10,000 per month. Then, how to develop your CRM system is a one-time investment that will pay off in 1-3 years.

Here are some more of the custom CRM system advantages:

3. What is needed to be done before creating CRM


So, you've decided that you need a CRM system, and it should be a custom development. What's next? Before starting to develop software, you need to decide which CRM you want (type, function, design) and who will develop it. Here is a small manual that will help you to identify these and other important issues.

3.1. Set your business goals



What benefits does a business get from the CRM integration? Source


As with the launch of any business project or startup, the establishment of the CRM system begins with the definition of goals. Before moving on, you need to clearly understand what business targets you want to solve using this tool.

For example, if you're selling, the CRM system can make your sales department more efficient, which will make it possible to make more deals and/or increase the average check. In addition, through CRM, you can engage effectively between sales and marketing departments to know which Leads are becoming clients and which channels of attraction are most effective. To achieve these goals CRM is needed with sales and marketing modules.

If you work in the health sector, perhaps your business targets will be attracting new clients, retaining existing ones, and managing referrals to specialists. In addition, you may need a database of patients (demographic and health records), their contacts, and financial reporting. To do this, CRM needs to include a patient management module, an aim management module, a patient management module, and a report module.

3.2. Analyze Your Working Processes



Traditional CRM modules and their core functions. Source


When you define your business targets, you will immediately understand what business processes you need to analyze to determine what you can improve and/or automate using CRM. Study each stage of interaction with clients in detail to understand what kind of functions you need in CRM. In addition, you will also need to select the user roles in CRM and identify their rights, which will simplify the training of staff and distinguish access to confidential data.

For example, your junior managers can only have access to the contacts, while experienced managers can manage them (add, modify, delete) and display accounts. In addition, you may want to have a deep analysis of the department's work is available only to you.

Such issues should be considered in advance.

3.3. Select the optimum type of CRM system


All CRM systems are divided into 4 standard types depending on how they are designed. See what type of CRM fits you best if possible after you decide on your business targets.

 Here are their list and a brief description:

Another pro of custom development is that you can combine different types of CRM systems,planning/interactions to create a unique product for your business that will be tailored to your business processes and will contain only the modules and functions you need.

3.4. Define CRM functions



The most important functions of CRM systems. Source


After you have made a list of what operations you need to optimize and what business goals you want to achieve, and chose the type of CRM you need, you can start describing its functionality. According to studies, this list usually includes the following items:

3.5. Select a technical partner


The best way to create your CRM system is to use the services of a company developer that has experience in developing similar solutions. Only so doing, you can be sure that you will eventually receive the software that meets your requirements and has a high level of safety. How to find and choose such a partner is described in detail in the article: "How to Choose a Company Developer of the CRM Software".

Here, we will highlight only the main points:

3.6. Select a technological stack











4. Custom CRM system development process


Here is a description of the software development stages that will help you understand what you will face when creating a CRM system for your business.

Drafting of requirements. Programmers have a saying: "Without requirements and design, programming is the art of adding errors to an empty text file" (in reality it is Louis Sriggley's words). It should be remembered by anyone who wants to build quality software. In practice, this means that before proceeding to design and coding, the business analyst or project manager must develop a clear technical task (Sow) to develop a CRM system.

This process is important because the clearer the concept, functionality, and design requirements are described, the easier the team of developers to create the software you need, and the less time they spend on it.

Developing the CRM system design. This stage usually includes the development CRM systems, of technical design (system architecture) and UI / UX. The technical design of CRM implies the design of the logic of the user interface with the product, as well as the design of the relationship between all elements of the CRM system.


Example of CRM system architecture. Source


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