Factors to Consider While Investing in a Custom CRM on a Rapid Mobile App Development Platform – Part 1

By William Spencer

You would have already looked online at all the various CRM options there are. But few would have catered to your business requirements. Without end-to-end sales support, a CRM software can only play a fraction of its part in the system.

Moreover, businesses need customizable CRM apps. A customizable CRM app isn’t just an app. It’s a business strategy that encompasses multiple products and teams to nurture relationships across the customer’s journey. In addition, the app should be created on a rapid mobile app development platform to save SMEs on creation and deployment costs.

For this purpose, part 1 will list all major factors to consider while investing in a custom CRM to assist your customers with a smooth customer experience. While part 2 will go in-depth in CRMs relationship with other business workflow sections.

Workflow Automation

CRM can make your sales team’s lives easier by automating the entire workflow process. Look for an app which allows for customizable CRM automation so that your team can be perform to the hilt. With custom app development you can perform actions based on specific triggers like:

• As customers put in their contact information, auto response messages will be sent as acknowledgment
• Simultaneously, your CRM software will automatically send the details to your sales rep
• As the sales rep follows-up on the query, CRM will automatically log all communication between them
• When the follow-up is done with, an auto response is sent to upper management for performance reports

Moreover, workflow automation also features the time taken to perform tedious sales tasks like order processing and tracking, inventory control, and billing.

Third Party API Integrations

You can save a lot on costs and time by integrating your CRM with third party software which is compatible with your business. Here’s how an app created on low code mobile app development platforms can help you:

• Run your business straight through email clients like Gmail, Outlook, and Yahoo to save time switching between apps
• Sync sales and order data automatically with your Point of Sales (POS) system. This way you can bypass the hurdle of manual data entry
• Build specific email lists and launch email (drip) marketing campaigns from your CRM software
• Backup and sync data on Cloud backup storage services like Amazon

Imagine sharing prospect contacts from one application to another without any friction. This way your sales reps can respond quickly to customer enquiries and offer enhanced experiences to them.

Smooth Data Synchronization is an Absolute Requirement

Your CRM software should be configurable to automatic synchronization among data factors like contacts, opportunities, and leads. This ensures that your marketing automation system and CRM can share data between them. Thus, ensuring synchronization of conflict resolution and data mapping. Moreover, custom updates can be synchronized safely without disruptions with:

• Email Marketing
• Surveys
• Website
• Customer order history
• Web tracking

Provide Excellent Customer Service

For optimized performance by your sales and customer support teams, here’s what your CRM should be able to deliver:

• Provide an all-inclusive view of your customers, right from the first point of contact
• Track all points of communication between client and sales rep
• Sales reps should be able to see which emails were opened, which webpage was accessed, and which CTAs were accessed
• Automatically create and provide reference numbers per customer and accounts

Support Qualitative and Quantitative Characteristics for Key Account Management

Farming relationships with customers is a tedious activity. Dynamic CRM integration offers opportunities like:

• Key relationship mapping
• Playbook development
• Account planning
• Whitespace analysis
• Customer health rating, and
• Business review processes

Without a dynamic software, sales teams have to resort to using notebooks, Word documents, and spreadsheets which do not provide information real-time.

Workforce Tracking

CRM software automatically allows tracking of employee activities and performance. Employees are provided with individual logins which help in tracking of:

• Hours worked
• Tasks performed
• Meeting attended and scheduled
• Sales numbers
• Periodic goals, and such

Upper management can use CRM dashboards to view individual performance to help them provide incentives based on performance reviews. This type of tracking also helps with identifying struggling employees and areas where they can improve.

The Bottom Line – Improved Customer Experience and Increased Sales

For your business to perform seamlessly, there needs to be a strong sense of purpose that is supported by a custom CRM app. Over a short period of time, all the aforementioned points will come together to help your clients place their trust in your business. Thus, enhancing stronger relationships and delivering on promises made. A custom mobile app for business will allow customized experiences to be doled-out every time.

For more information on the best custom CRM app built on a rapid mobile app development platform to suit your business needs, talk to our experts…