How to Build a Custom CRM Software in 2020 (A Step-by-Step Guide)

How to Build a Custom CRM Software in 2020 (A Step-by-Step Guide)

Today most companies want to build a reliable CRM software to streamline and automate their sales, marketing and customer service function. And, why not? Using a reliable CRM tool enables companies to have better access to customer data. Right now, 91% of global businesses use CRM solutions for marketing automation, lead nurturing and better customer service.

But, building a ​custom CRM software that matches your business goals or requirements is a tuff task today.

To know how to create a successful custom CRM system for your business, read on:

1. List Down Project Requirements Carefully Identify system requirements carefully at this stage. Analyze employee needs, departmental communication, and sales & customer service workflow in your firm. This will help you map out the exact features in your custom CRM software. Also, look at the current industry trends and customer challenges, your business is facing right now.

Must-have Features in Modern CRM software include:

● ● ● ● ● ● ● ●

Contact management Workflow and Approvals Smooth Integrations Lead profiling and marketing data analytics Mobile Support Intuitive Dashboard Sales Automation Report generation

Note: The features and functionality of your ​CRM solution can differ depending upon your business workflow or organizational goals.

2. Planning, Analysis and Technical Documentation Your CRM software development gathers your system requirements at this stage. ​Enterprise software companies prefer CMR solutions that fit their specific business goals. Hence, the requirements are unique for every engagement, your CRM vendor sign-up. Collaborate with your development partner during the documentation, planning and requirement analysis stage.

Check the technical docs, pass-on important sales data and prioritize requirements. This will avoid ambiguity among development team members at later stages.

3. Wireframes and System Design Here the design documents are analyzed to draw various system designs. The design process begins with various wireframes, outlining system screens or modules. Hire an expert UI/UX team at this stage to build a solid system design for your custom CRM solution. Once, you receive a design prototype, verify and approve the final design.

4. System Development This is the stage where the actual magic happens! This stage starts with your agile development team setting up a code respiratory and production environment. Usually, the development team consists of the front-end, back-end and QA team. Builds or modules are pushed regularly by dedicated developers to you to test them and provide feedback, as the product owner.

5. Quality Assurance Once development gets over, the QA team performs ​quality testing to detect any functional or logical errors in your CRM software. QA engineers work parallelly with the front-end and back-end team to detect any errors.

6. Deployment & Launch After the QA team finishes its system testing, your CRM software development company will consider things like system integration requirements, legacy data transfer, and new or old instance installation. The answers to these problems will help developers in a successful deployment.

7. Maintenance & Support After the deployment of software, your software development partner will take regular feedback to demonstrate system behaviour. Regular feedback and support help developers understand if a system matches user expectations or not.

Summing it Up! A reliable CRM software helps you build long-lasting and fruitful customer relationships. It also helps you get better business results and outpace the competition. Partner, a reliable CRM development services company to get a tailored solution for your business.