Tag: crm software development company in india

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Integrated ERP And CRM Why It Matters ?

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Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) are awesome to handle all the organisation needs , and even gots better integrated . Let’s have a look at both of the software packages that can be proven beneficial for business .

Get The ROI As Desired

The very first thing that any business owner is looking for is Return on Investment (ROI) . Integrating ERP and CRM in any organisation will defiantly increase the ROI as it efficiency manage the gap between employees and internal management together with customer management . This solution streamline difference between various department so that every department can work efficiently without any communication gap , and hence increasing productivity , sales and profit of the organisation .

Data All Stores Centrally

Wouldn’t it be great when your sales team can access the data of your billing and accounts department ? It is all possible because of centralised database in CRM and ERP system , thereby saving your response time and energy .

Centralised database also reduced duplicate entry . It means as soon as you enter the information in CRM system , it will automatically be integrated into ERP system immediately and vice a versa , thus keeping all department on same phase without any miscommunication .

Reduce Training And IT Cost

Using easy to use fully integrated ERP and CRM solution can always be proven smart choice for any organisation . The very first thing it saves is employees time , which can be used more productively somewhere else . At the same time , all employees will be trained under one common system .

While implementing any software solution in the organisation , the main thing which matter it IT department cost . By integrating with the software package from mass scale of vendors like SalesForce CRM or SAP ERP , any company don’t have to worry about integration process as they are already ready to use , thus saving development and testing time which will be occurred once they make it for scratch .

Order And Quote Management

A well integrated ERP and CRM software facilitate employees to get to know what’s happening in the organisation . For instance the backend department and the account department will automatically get the information about the new order taking place through sales department . Also customer and employees will able to see the progress of their projects , and any points can be discussed with the customer directly .

For companies who are just trying to bridge the gap between different department , some integrate CRM and ERP solution can really do some wonder for them as it brings all department together .

All United Powerful Support Team

A customer can get all the support tickets solved across different departments from one place rather can communicating with each and every department individually .

When two different software packages are to be implemented there might come lot of hurdles and complexity that may come along on the path . If you are interested in integrating ERP and CRM solution together , then fortunately you are at right place , contact Winklix to make it happen for your business .

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How To Develop A Custom CRM For Large Enterprises

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Its hard to run a large enterprises without any customer relationship management system . In present market , numerous of CRM softwares are available in market tailored for different business sizes and industries . Then you must have a question arising in your mind that why to choose custom build CRM for your enterprise ?

These are lots of CRM mass vendors available in the market – the most famous being SalesForce which caters across 20 different configuration : Solutions for banks , hospital  , sales automation and more . Despite of its CRM functionality and flexibility to customise by a salesforce consultant , the enterprise where more than 20 user are working the cost will be $ 160- $ 320 per user/month , which is really a costly solution for any business organisation .

Why You Should Develop Your Own Custom CRM ?

The very first thing which comes in mind while choosing a CRM solution  is cost involved in developing the portal . Mass vendors ready to use CRM are expensive in nature and may contain excessive features that may not be viable for your organisation .

But while talking about the custom CRM development , the cost of developing this is also not cheap , but you will only pay for what functionality is required by you . Secondly employees will not have to spend additional hours in understanding the flow of the CRM as it is built as per the existing work flow of the organisation made custom for you .

For instance , while developing an CRM software for POS ( Point Of Sale) industry , we will be focusing on colours , icons and customer’s specifics approach for easy of usability for vendors and they can easily get familiar with the things as required by them

What Things Need To Be Considered While Developing CRM System ?

1) Ease Of Convenience

Time is money and should be invested with utmost care . Its better to save the time of the employees without wasting for searching things like common information or documents that should always be handy , and as per the requirement of the organisation , and at the same time can be able to generate reports and communicate directly with customer .

” Perfect CRM is one which is accessible from anywhere , from any device and provide meaningful reporting capabilities ”

2) Level Of Complexity

The more you add on the features in CRM , the more complex it will be as it will be requiring a set of technologies for CRM development .  We have developed a CRM for construction company using symphony2 framework because of its reliability and easy to use feature . Together with this framework we have used RESTful API and Ember.js . The project was built on a single page application thus allowing richer user experience .

3) Flexibility In Usage

When it comes to flexibility , it means your CRM should be capable enough to grow with your company , instead of choosing a new solution . Also it should be flexible enough of changing a setting of CRM system under particular process .

4) Compatibility In CRM

In addition to the other features in CRM , its compatibility with third party resources must be present . For instance the integration of CRM with messaging services , telephony , ERP and all .

5) How Reliable Is CRM

The CRM stores the most important data in the organisation , and it should be secured with utmost care , thus protection data from any third party security breach by applying appropriate measures .

Why It Is Necessary To Develop A Mobile Application For CRM ?

A web version of the CRM might be enough for organisation and internal management of employees , but when it comes to customer interaction mobile app must be available for interaction with them . Moreover mobile app is also necessary to communicate with sales employees of the organisation who are mostly in field to grab to give them new leads information , meeting schedules information and also to track the location of employees .
We would always prefer building of native mobile app for CRM solution for higher performance .

Defining MVP For CRM

We divide the CRM system application into two area’s :

1) Interaction With Customers

While taking about the CRM , it must have the following necessary feature in order to automate customer relationship :
  • Integrating it with telephony and message  and email service
  • Database of customer with filter to search as required
  • Tracking of customer
  • Generating of reports of customer
  • Calendar with build in notification for entering information on future meeting and updating the sales person accordingly .

2) Interaction With Internal Employees

CRM is all about allowing the task , defining the work load and ability to control all things by the Higher authority of the organisation . On the basis of these point the CRM system should have the minimum set of functions as follows :
  • Different level of access for different employees
  • Calendar with build in notification for assigned task .
  • Project assignment and monitoring .
  • Attachment of files and documents to particular task .
  • Communication with employees for particular task .
  • Getting task status update and its priority
  • Generation of workload reports .
Depending on the size of business you may be in need of different set of features in addition to the features listed above . The main motive is to create a CRM system than can automate the task of the organisation and help your organisation to reach to next level .
Winklix have dedicated team to develop custom CRM solution for your business as well as integration and customisation of SalesForce CRM . So in case you are looking for web based CRM development solution , or mobile app for the same you can right away contact us .
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Points To CheckList For Evaluating CRM Software Reliability

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Customer Relationship Management ( CRM ) software have become the must must software for any business organisation . The sales and marketing department totally relies on these kind of softwares for their success and achieving targets . Gone are those days when there were only computer based installed system which can be afforded by large enterprises . Now cloud based CRM software solution has come into effect which is really easy to use and can be accessed from anywhere with a web browser . The main benefit of using cloud based CRM solutions being is even be it a small organisation or a large organisation anyone can afford this .

Now the question arises being is that inspite of having numerous of CRM software solution , how can you select the right one for your business which can be proven reliable and effective solution for your organisation .

Let’s look at the quick checklist in order to evaluate potential CRM software solution :

Integration :

This is all about how well your CRM software is connected with mobile , social and email ? Mobile integration is must must approach in 2018 , and you may be missing out the major benefits of CRM in case you are not accessing your CRM from phone or tablets .
A good CRM software solution will facilitate you to send SMS together with social media integration. Your CRM should be able to integrate your email in CRM in order to track your leads and converting them into customers . It also facilitates to sync calendars and send reminders and schedule appointments .

Accessibility :

According to reports , in 2007 only 12 percent of the business are using cloud based CRM software solution  , but according to latest reports 87 % of the business are now using cloud based CRM software solution . The main reason behind this is increase use of smartphones and tablets leading to increasing amount of business .

Data Quality :

Data quality is one of the major concern and act as a important factor in judging software reliability . The data is the heart of every organisation and determined the effectiveness of communication with customers .
The CRM which gives you quick data access and timely customer updates to customer is known to be the best system for customer updates .

Reporting

Powerful reporting will ensure you that you are moving ahead accurately and getting trustworthy and timely data .
Reporting also allows you to export data in preferred format , including proper filtering and graphing.Reporting also allows you to successively track the sales report and vast array of different metrics that matters to you to make data driven discussion .

Security

The security is one of the major concern for any organisation . Information including customer data , payments , files , purchase history must be confidential , and only accessible by authorised user .
Cloud based CRM has improved the security concern. Online repository system takes care of all the data driven things .

Service And Support

Finally a CRM system will be proven good only if it is backed up by service and support system by vendor  . Your CRM Software Development Company must provide you with real time staff support which should include data migration , staff training , regular check in and more .