Why has it become a must to invest in a CRM system?

Why has it become a must to invest in a CRM system?

It is tough to find customers for your business and it is tougher to retain them. The question is: how to make them an important component of our company? This is where Customer Relationship Management comes into the equation. I think we all have heard about CRM at some point or the other. So, what exactly is this CRM? Customers are critical to businesses as their survival depends very much on the former. The manner in which you are managing the customers determines the success of your business. Hence, CRM is all about managing your customers efficiently for the betterment of your business. These days technology has grown by leaps and bounds and you have software for every solution. The same holds true for CRM as well.

6 CRM benefits to make your customer relationships better

The CRM software is a potent tool used to manage your relationship with customers in an effective and organized way. An ideal customer relationship management software is well equipped to streamline customer information by collecting them at a centralized location to offer a clear view of all the customer data. Through such information it becomes easier for you to reach out to customers anytime via right channels. There are several benefits of having a CRM system in your organization. Let us understand them one by one.

  1. Offers a potent KYC tool

At banks you have Know Your Customer (KYC) option to maintain good relations with customers. This helps banks to know everything about their customers as all the information about the latter will be stored in a computer. This facility of KYC is what you get if you have an efficient CRM system as the information stored on each contact in one place serves the purpose of a robust communication tool. A CRM system offers the business a very competitive edge. Apart from full name, email address, telephone number, postal address, etc, it also offers good insights such as a contact’s vocation, his or her ties with other contacts in your database, the language spoken etc. Armed with such information it becomes convenient to indulge in personalized communication.

Convenient segmentation

Everyone aspires to do business or communicate with a perfect audience not with a faceless soul. This can be facilitated by dividing contacts (customers and prospects) into target audiences. As for segmentation, CRM is a powerful tool as it facilitates data break down into categories and criteria, simplifying the process of creating focused lists. With such a segmented list you can run a customer-specific campaign and assess your sales process. By understanding your target audience, you can easily customize your offer and tactics in line with the needs of your customers.

3. Aids in retaining customers

Retaining the customers is more important than finding new customers. This is an important job of every business. CRM is an expert in customer retention as it assists you in reminding you about your appointment or dispatching follow up mails. Also, the CRM system aids you in contacting customers who have not been in touch for a while.

Better anticipation of needs

If you know what to expect then it boosts your confidence. The same holds true for businesses as well. It becomes easier to deal with a customer especially if you have been following their buying pattern. The buying pattern can be conveniently had with an efficient CRM. Further CRM helps in offering better customer service. The easy access to the communication history facilitates in offering help to customers on time. So, CRM has many benefits.

Takes communication to a different level

In business, it is not appropriate to make customers wait. It is better to avoid such a scenario.

A CRM system goes a long way in addressing such problems. It saves your and your customers’ time, by providing a host of customizable, readymade email templates, letters, documents, proposals etc. These can be easily used to establish communication between your customers.

Better protection of data privacy

Data privacy is prone to malicious abuse these days. So, it becomes important to protect the data of your customers. A CRM software with inbuilt GDPR-related functionality is potent enough to safeguard against any attacks. The other benefit of CRM is the time saving potential as GDPR will do everything for you. A CRM system helps in getting your contacts’ consent to store and utilize their personal particulars, send automated notifications to all the latest contacts intimating that you want to store their data.


Never commit the mistake of assuming customers as mere sales opportunities . You might have some incredible things at your disposal but if you treat your customers badly, then there won’t be any takers for your products. That’s why it has become very essential to have cordial relationships with them. And for the same reason you need a CRM as it assists in forging good ties with customers. Also, having a GDPR-compliant CRM system ensures that there won’t be a security breach with regard to data. Hence, a CRM Software Development system is something that needs to be implemented in every organization.

Why Does Custom CRM Development Make Sense ?

custom crm software development company

Existing CRM VS Custom CRM Development

Regardless of where your organisation presently stands – one of the greatest fact is you stand no where without your customers . Without prioritising your customer needs , no enterprise can climb up the stairs of success . The more you get to know about your customer , the more it will help you to serve your customer needs . And that is the reason behind success of CRM softwares . To maintain a strong relationship and history and in order to provide them after sales support , organisation needs to necessarily invest on CRM softwares .

There are although plenty of options when the work CRM reflects in our mind like SalesForce, SAP , Sugar CRM and so on  , but ultimately every organisation have their own custom needs and that is the reason you can prefer to develop your own custom CRM software , or choosing from SaaS CRM vendor .

Depending completely on your taste , you have the freedom to choose . Lets look at some of the key factors .

Customizing Your CRM

When it comes to CRM , solutions must be customised according to your organisation needs . Every business have their own specific requirement together with workflow and data models , and a CRM is more effective when it gets integrated with your own business aspects . The final choice rest in your hand whether they want a custom built CRM ( custom developed according to your organisation needs) or a vendor CRM( Usually developed for the mass market) .

The market leader in CRM which is providing highly customisable and agile solution is SalesForce . However they will definitely not build a CRM for you right from scratch . You will have to adjust yourself and your demands as per mass market demands or you can look out for some custom salesforce development experts .

But if your organisation stand totally out of the crowd , there is no other alternative than building a custom CRM .

Cost Of CRM Development

As we have discussed above , each option comes with customisation features , the real decision comes down with cost of investment each option will be requiring .

Usually CRM vendors usually charge for per-user subscription model which is obviously good for their pockets , but might not be for your wallet . If we say SalesForce  , their per user per month cost ranges between $ 25 – $ 300 . It will be your monthly chained expenses which you will have to necessarily pay to them , and as soon as you stop paying them all your services and data will get barred . Also the CRM developed is for mass vendor , so you might be getting the features that is initially not required by your organisation .

Of course developing a custom CRM is also costly , but you will be able to get the features exactly as required and not additional features that is none of the use for you . All of the employees can have easily access to CRM if you want without any additional fees , but at the same pace it might be requiring more maintenance cost .

Risk Factors

For SaaS CRMs , when any thing goes wrong in your company , the vendor will be responsible for helping you as a backbone for running software smoothly . That is the main advantage of choosing a vendors like SalesForce , who have the entire team who can understand your requirement and can troubleshoot the issue and keep things running , thus minimising the risk factors .

Whereas custom CRM development has high risk factor . Whether you are developing by your own , or outsourcing it to develop by someone else , make sure it is built in a good framework that can run smoothly or choose a recognised  CRM software development company to develop your CRM .

So Who Could Customise Their Own CRM

Well that’s a tricky question . Everyone should customise their own CRM as per their needs no matter whether they have chosen vendors or can gone with the customised solution .

As the most important fact , CRM must be according to your organisation needs , and not like your organisation is molded to CRM vendors .

At Winklix – The leading software development company which highly skilled professional to create web applications has potential to develop your application using python programming with Django framework which can be fully integrated with SalesForce . Our experience of working with many startups and large companies can help you build your own CRM or customise your SalesForce deployment as per your custom needs .

Always mark these words -an investment in your customer database is most important decision and it should be the perfect one for your business . It will pay out in instalment to you later on .

So you can contact us for SalesForce deployment or custom CRM software development .