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How to build a CRM system from scratch?


If you’re running your own business, you should realize how important it is to apply technology to Customer Relationship Management (CRM). A CRM system enables businesses to build a more long-standing relationship with your customers/clients, boost their loyalty and provide them customized services. Therefore, you can save your money and time when you have built an effective CRM system.

How to build a CRM system from scratch: 5 essential steps.

The most important thing you should keep in mind is that the CRM system you are going to build should be easy to use, especially when you integrate it into your business and when you make a report from data it collects.

crm system building from scratch

Follow these 5 steps to build an effect CRM system avoiding common mistakes:

Step 1. Specify your business needs and objectives.

Different businesses may pursue a different strategy for different business needs. For instance, the strategy for business process enhancement is not similar to the employee retention one. Therefore, this is the most decisive step as it governs how your CRM system functions and what your business can benefit from it.

Step 2. Create a list of key features for your custom CRM.

Next, you have to clearly define the types of CRM systems which are best fitted for the company based on the objectives and strategy identified. You should understand 3 types of CRM to choose the features suitably.

Different types of CRM system

  • Operational

If you want to improve productivity in your business and cut costs, operational CRM systems will help you streamline your workflow including sales, customer service and marketing.

  • Analytical

Analytical CRM systems allow you to collect data on your customer interactions in order to enhance their satisfaction and loyalty. Your customers will not aware of being captured and analyzed, therefore, you will be provided with the most trustworthy data. Those collected data can help you make predictions about customer trends or the current market situation.

  • Collaborative

As its name, collaborative CRM systems are built to strengthen engagement and accelerate customer interaction via channels of communications like phone, email, web etc. in order to enhance customer retention. Review the list you have made to make sure there are no abundant features.

Step 3. Decide how to develop your CRM system: Outsourced solutions, Off-the-shelf solutions or In-house solutions?

  • Outsourced solutions

They are ideal solutions as the providers can bring you a customized product that can completely fulfil your requirements. This will cost you a bomb, though.

  • Off-the-shelf solutions

At the early stage of your business, this is the most affordable option. Everything you need to do is buy a CRM software with existing packages and use it.

  • In-house solutions

If your business has unique requirements which can’t be met through any CRM systems, this is the final option for you.

Step 4. Train the end users how your CRM system works.
Not everyone can understand and have full skills in using the CRM system. Remember to train them before they’re ready to use in order to make sure the consistency and synchronization.

Step 5. Measure CRM effectiveness
Review regularly to know whether the objectives set before implementation have been fulfilled or not. If not, you should make some changes to the system.

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