Developing CRM Software For Sales Process Automation

Posted By : Anirudh Bhardwaj | December 23, 2021

Effective customer relationship management is imperative to successfully run any organization in today’s hard-pressed business environment and sustain volatile market conditions. Not only does a CRM application strengthen customer relationships but is also conducive to augment the efforts of the sales team. As a matter of fact, customer service management and sales pipeline management are the two fundamental aspects of a CRM software, making it a requisite need for all enterprises.  

Nevertheless, a majority of enterprises (especially SMBs) generally opt for off-the-shelf CRM applications rather than building a custom solution from scratch. While off-the-shelf software systems may offer faster resolution to most of the customer-facing problems, they provide limited access and control over the software. For instance, you always have to rely on the software vendor for all crucial updates and enhancements. Custom CRM development, on the other hand, is a long and linear process but offers a plethora of long-term benefits to enterprises.

In this blog post, we shall discuss the key benefits of developing custom CRM software for sales process automation. 


CRM Software For Sales Process Automation

Also, Read Odoo CRM Software Development For Sales Pipeline Management


The Need For Sales Process Automation

Sales process automation has become a requisite business standard that enables sales teams to get by the routine operational challenges. Besides, it is conducive to streamlining customer facing processes and aids in automating repetitive, labor-intensive tasks. It includes day-to-day sales operations like lead generation, email follow-ups, qualifying and nurturing leads, driving conversations and building long-term relationships. Let us now move ahead and delve into the main benefits of developing custom CRM software for sales process automation. 


Increased Sales Visibility

The sales team must be able to gain complete control over the company’s sales cycle while efficiently tracking and managing leads. Developing a custom CRM software enables enterprises to gain better visibility into their sales pipeline. Besides, it aids in shortening the sales cycle, enabling sales reps to quickly close leads through automated email follow-ups and 360-degree lead management. Other features you get are lead nurturing, lead scoring, segmentation, online acquisition, GoIP support, and more. 


Also, Read Zoho CRM Software Solutions For Effective Sales Management


Advanced Analytics and Reporting

Data analysis is of foremost importance in customer relationships and sales pipeline management. A CRM software system deals with enormous amounts of customer and sales data. Therefore, it becomes crucial to track and analyze this data to extract meaningful insights about customers’ sales cycle. While developing a custom CRM solution, you can design and implement reporting and analytics features as per your business needs and customize the sales dashboard accordingly. At the same time, you can also implement several BI tools to improve your sales and marketing strategies. 


Sales Pipeline Management

Managing sales pipeline is one of core features of a CRM module that must be given utmost importance by enterprises. Developing a CRM software for sales automation provides a visual representation of your company’s sales cycle with a multitude of features and custom functionalities. In doing so, it enables enterprises to efficiently manage their day-to-day sales operations and business development tasks. 


You may also like to read How CRM Software Development Helps Reduce Operational Costs


Summing Up

As of today, a large number of enterprises (in all major industries) have opted for sales automation to strengthen their customer-facing efforts and maximize conversion rates. Nevertheless, it is critical to follow the right approach to extract maximum benefits from CRM software implementation. Purchasing an off-the-shelf CRM system might be a quick and cost-effective way to get off the ground. However, it does not guarantee long-term benefits and imposes several limitations when it comes to features and capabilities. On the other hand, developing a custom CRM software for sales process automation offers long-term benefits and enables enterprises to drive significant cost savings in the long run. 


Why Choose Oodles ERP For CRM Software Development?

We are a 360-degree ERP software company that excels in building enterprise-grade CRM applications for cross-industry business use cases. Our development team specializes in building custom CRM software for sales process automation as well as other core CRM functions. We use open-source software platforms like Odoo, ERPNext, and OFBiz to build custom CRM solutions from scratch at cost-effective rates. Our end-to-end CRM application development services enable enterprises to augment their sales efforts, improve customer services, and build long-term customer relationships. For more information, drop us a line at [email protected]

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