Customized CRM system - Smart Soft Team

Customized CRM system

from 9 500 $
from 9 500 $

A CRM system is a program for streamlining customer service. CRM stores data on current and potential customers from various sources and optimizes processes in sales, marketing and customer service departments.

What tasks are solved by CRM?

  • Increased loyalty

    CRM stores the history of interactions with each client and helps managers to make timely proposals and provide personalized service.

  • Marketing optimization

    The system accumulates information about the target audience, helps you better understand customer needs and set up targeted advertising campaigns based on accurate data.

  • Cost reduction

    The CRM system automates order processing and proposal preparation. Sales managers will sell instead of filling out forms or searching for documents.

  • Improved coordination

    Improves interaction between departments and monitors how employees meet key metrics. The system helps to transfer the team to a remote location without loss of productivity.

  • Increased profits

    Each module of the CRM-system is focused on increasing profits by attracting new customers, increasing conversion rates and depth of checks, increasing the retention rate and LTV - lifetime value of the client.

Stages of integration

01

Goal Setting

Setting SMART-strategic goals for the system implementation. Example: reduce customer churn by 15% in 6 months.

02

Synchronization with systems

Import of client base, integration with other enterprise programs.

03

Setting up access

Creating roles with different authority sets: administrator, department supervisor, user.

04

Connecting communication channels

Connection of email, IP-telephony, social networks, messengers. Turning CRM into the core of omni-channel communication with the client.

05

Final setup of CRM

Setting up reports, dashboards, input fields, and customer scoring parameters.

06

Assigning a person to be in charge

So that employees know who to go to with questions and suggestions for improvement

For whom is it relevant to develop a CRM system?


CRM is needed for any business that has a customer base. But if at first you can keep it in Excel, then as the number of leads grows, it becomes problematic.

7 signs that you need a CRM:
  • 01You have more than one salesperson. The system protects against the fact that managers may not divide customers, quit and leave with the base, forget about reports or take kickbacks.
  • 02Customer information is scattered all over spreadsheets, emails, and notebooks. In this kind of chaos, employees spend their time searching for paperwork and notes instead of selling.
  • 03A constant flow of leads. If the number of potential and regular clients steadily grows, sooner or later, Excel will not be enough to keep the process under control.
  • 04Complaints come in from customers. If you and your employees spend time sorting out complaints instead of preventing problems, it means that there are flaws in the service. The system will help identify them.
  • 05You need to keep in contact with loyal customers. If your business depends on loyal customers, you need to make every effort to maintain their loyalty.
  • 06It's hard to know which direction to take the business. CRM helps the CEO to make a decision based on the accumulated data.
  • 07There is no understanding of which employees work efficiently. The system monitors employee performance against clear KPIs and visualizes the results in charts. And more advanced features allow you to automatically check whether managers follow scripts - for example, whether they remember to thank a customer or offer additional services.

Modern marketing is based on data. CRM allows you to collect, organize and use this data. And given that many platforms provide basic functionality for a small fee - up to $25 a month - there is no reason to give up on a CRM system.

Customized B2B platform
E-commerce is actively entering the B2B segment as well. Most buyers already have experience with online orders and expect an online service from their suppliers in which they can interact with the company themselves. Online service for wholesale is an essential tool for staying competitive in the marketplace. It allows you to move your customers to self-service, simplify order processing and free managers from routine processes so they can look for new customers and increase sales.
from 7 500 $
Customized SaaS solution
The SaaS application can be used by several people at once using an Internet connection. This allows you to unite the work of the team and organize the company's activities properly. The SaaS application works through a web interface. No additional programs or applications need to be installed, all you need is a browser. The data is located on the servers of the service provider, and the client can access it from anywhere in the world.
from 10 000 $
Special corporate system
Pipedrive helps you focus on important deals
  • Moving away from spreadsheets
  • Add calls, appointments and letters
  • Real time reports
from 9 000 $
Web application
A web application is interactive and allows users to interact with different elements: for example, to leave a request to buy a product, to check out a flight purchase, or to comment on a friend's post. You can use a web application in almost any area, and they can all benefit both customers and businesses.
from 8 500 $

Stages of work

Acquaintance and getting started

Briefing and goals

Analytics alignment

Business process map

Development of technical specifications

Solution implementation

Acquaintance and getting started

Briefing and goals

Analytics alignment

Business process map

Development of technical specifications

Solution implementation

Stack of technologies

Bootstrap
Bootstrap
React Native React
React Native React
Angular
Angular
Vue.js
Vue.js
HTML
HTML
CSS
CSS
JavaScript
JavaScript
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We create an engaging user experience for startups at an early stage by connecting the dots between user needs and customer needs to solve business problems. Send an email to info@s-softteam.com, call us on +16466471454, send us a message using the online form and get an instant response.

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