Custom CRM Development – The Only Guide You Will Ever Need

III. Guide for a Custom CRM Software Development

1. Define CRM System Goals

Before starting a CRM system project, establish its goals to ensure a focused approach. What specific business benefits should it deliver, and how can it increase profits?

Common objectives for custom CRM development projects include:

• Enhancing customer experience and satisfaction by understanding their preferences and behaviors.
• Boosting sales and revenue through streamlined sales processes, lead tracking, and targeted marketing.
• Improving customer retention by identifying at-risk customers and addressing reasons for churn.
• Enhancing internal communication by centralizing customer information for easy access across departments.
• Managing leads and nurturing relationships.
• Automating repetitive tasks like inputting data and setting follow-up reminders, freeing employees to focus on strategic activities.
• Protecting customer data and following regulations like GDPR.
• Supporting collaboration and information sharing with partners and distributors.

After identifying and prioritizing these goals, choose the most appropriate CRM type.

Types of CRM Software
CRM software generally falls into three main categories based on purpose and tools:

Collaborative CRM: Designed to improve teamwork and communication by enabling transparent data sharing. It supports internal and external teams, like partners, with features for discussions, file sharing, and activity streaming.

Analytical CRM: Helps with planning by providing insights, statistics, and data analysis. It collects and processes information from various sources and presents real-time analytics.

Operational CRM: Focuses on automating and simplifying business processes to boost efficiency. This type handles lead processing, sends automated customer messages, and manages follow-ups.

Combine these CRM types or select specific features to meet your unique needs.

Custom CRM Development

2. Find a Development Partner

After deciding how to build a CRM, your next step is finding a trustworthy tech partner. You can choose between two options: outsourcing or in-house development. Here’s a quick overview:

Outsourcing
Outsourcing involves contracting external specialists who are not part of your regular team to work on your CRM project. You can hire individual freelancers or a dedicated team based on your requirements.

Pros:

• Cost savings
• Easy team scalability
• Access to a large talent pool

Cons:

• Reduced control over the development
• Requires building a trustworthy relationship with the outsourced partner

In-House Development
In-house development requires hiring long-term specialists and providing them with the needed tools and workspace. This approach can lead to a higher tax burden.

Pros:

• Full control
• Knowledge retention

Cons:

• Higher costs
• Difficulties in hiring and retaining talent
• Limited access to specialized expertise

Custom CRM development

3. Outsourcing Considerations

If you choose outsourcing for your CRM project, keep these factors in mind to find a reliable partner:

Niche Expertise: Look for a company experienced in CRM development. Their case studies can show how their work aligns with your requirements.

Client Reviews: Read reviews on their website and third-party platforms like Clutch or GoodFirms. This can reveal their strengths and weaknesses.

Time Zone: Consider differences in time zones to avoid communication delays that could extend development timelines.

Language Proficiency: European countries generally offer good English proficiency and reasonable prices. Partners in India and Asia might be cheaper but could present language barriers. Set up a meeting to ensure clear communication.

4. Design the CRM System

Creating a UI/UX design for a custom CRM system involves specific challenges due to diverse user roles and high data volumes. To make the CRM interface user-friendly and productive, follow these steps:

• Identify the roles and responsibilities of the various users.
• Create user personas.
• Organize data and functionalities logically.
• Group-related features and data are used to simplify navigation.
• Develop a design system to ensure consistency across the CRM.
• Prioritize data frequently accessed by users.
• Provide customization options for personalized use.
• Include onboarding tools like contextual help, tooltips, and user guides.

5. Delivery and Support

Custom CRM projects follow the same software development steps as other projects. As you progress from planning and design to coding, consider the following:

1. Create a technical specification detailing the system’s architecture, database design, data structures, and technologies.
2. Plan the data migration process from existing systems to the new CRM.
3. Build the CRM system to handle future growth in data and users.
4. Develop connectors and APIs for smooth integration with other software.
5. Make the CRM system responsive and accessible on desktops, tablets, and mobile devices.
6. Conduct software testing to detect and fix bugs, performance issues, and usability problems.
7. Ensure compliance with relevant regulations like GDPR.
8. Provide clear documentation for developers, administrators, and end-users.
9. Plan the deployment, including staging, user training, and rollback procedures if problems occur during release.
10. Be prepared to deliver post-launch support to address issues, bugs, and user concerns.

IV. When is the best time to use a Custom CRM Application?

When is a custom CRM application useful? It’s usually better to build a CRM system from scratch when:

1. You require extensive customization to match your business needs and goals precisely.
2. You plan to develop a CRM system as the foundation for other enterprise web applications and need it to be easily scalable and adaptable.
3. You’ve reviewed available solutions and found none that meet your specific requirements.
4. You’ve found a suitable off-the-shelf solution, but it’s too expensive, and building a CRM from scratch is more cost-effective.
5. Your large enterprise has many internal processes to manage, and you want to integrate a CRM system with other software to streamline operations.

When to have CRM software?

V. How much does Custom CRM development cost?

The cost of building a CRM system varies primarily based on the number and complexity of the features. Apart from development, other expenses like project management and quality assurance usually account for about 15-30% of the total cost.

Investing in experienced project management and QA can help save costs by avoiding scope creep and reworking faulty code. The location and expertise of your development team also affect the cost, with Southeast Asia teams typically being around five times less expensive than U.S. teams.

At TECHVIFY, custom CRM development costs usually depend on your specific needs. To receive an accurate estimate, contact our representatives to discuss your specific project requirements.

VI. Challenges in CRM Development

Developing a CRM system from the ground up brings unique challenges. Key challenges include catering to diverse user groups, customization requirements, system integrations, and compliance with industry regulations.

CRM Development Challenges

Here are important considerations and tips for efficient custom CRM development:

• Unclear Business Goals
  Clearly define the CRM’s purpose. Without clear goals, determining necessary features is difficult, risking misalignment with business needs. Identify the core objective, whether revenue growth, cost reduction, or strategic data collection, and align the CRM’s features accordingly.

• Not Creating User Personas
  Failure to define user personas makes it challenging to meet the needs of different user groups, resulting in poor user experience and potential security issues due to improper access control. Categorize users by role (e.g., sales, marketing, support) to specify the required features for each role and ensure proper access management.

• Evaluating CRM Success
  Measuring the success of a custom CRM can be subjective and lacks a clear timeframe. Prioritize key aspects such as speed, security, analytics, and compliance that were emphasized during development. Establish metrics reflecting improvements in these areas and monitor progress.

By addressing these challenges proactively, the CRM development process can be smoother and more effective.

Conclusion

Custom CRM development offers unmatched flexibility and scalability, enabling businesses to align their systems with specific goals, address diverse user needs, and streamline workflows. With clear goals, well-defined user personas, and a strategic evaluation of success, you can implement a CRM system that drives growth and enhances customer relationships.

Interested in a CRM that fits your business perfectly? Let TECHVIFY help! Contact us today to discover how our tailored solutions can empower your team and boost your success.