We work closely with you to ensure we understand your business processes, how you work and where you'd like to make improvements.
5 Powerful Reasons to go Bespoke
Most packaged software is too complex. It can often perform many clever tasks, half of which you may never need but have paid for. A tailored solution is developed around your individual business requirements, with the ability to bolt on additional features as you need them. This way your software is doing exactly what you need it to do for the budget available at the time and not muddying the water with all sorts of irrelevant functionality.
An off-the-shelf solution might have functionality that closely matches what you’re looking for, but you often have to rethink your processes. Businesses can find themselves adapting processes around the limitations of their CRM rather than having a CRM system which supports them. A bespoke system is advantageous because it has been created to meet the exact requirements of your business. Your CRM should support not dictate process.
If you opt for a software package you are dependent on the vendor for the implementation of new features if and when they develop them. Vendors generally have thousands of customers; a particular modification may be crucial to you but, where will you sit in the vendor’s priorities? A bespoke solution can be enhanced with new functionality as soon as you discover a need for it, packaged software is constrained by the need to serve all user requirements.
Licence fees, consultancy and training for the larger more complex packages quickly mount up. Our bespoke software licensing is simple; you own the software and can install it on as many computers as you wish. Forget about complex licensing arrangements and grow your business without incurring unexpected costs. Furthermore, Government Research and Development Tax Relief of up to 230% covers bespoke development costs.
By developing bespoke software, businesses gain an advantage over competitors who are typically constrained by off-the-shelf limitations. A bespoke solution is designed to streamline and automate your processes and overcome challenges within your industry. You have the power dictate exactly how your systems must function without the constraints a list of features on the box. Bespoke CRM is driven by your business, never the reverse.
Below is a small sample of the kind of features and functions can build into a CRM system
Microsoft Office Integration
Fully integrated with MS Office suite to generate letters, emails, spreadsheet exports.
Advanced Reporting Tools
Product professional report on all aspects of your business. Automated reports for month/quarter end, real-time report screens, dashboards. Monitor performance, set KPIs.
Store all customer correspondence, generate automated letters for scheduled printing/emailing linked to process flow or marketing campaigns.
Provide user and group calendars for scheduling activity, producing reminders and reports.
Take common manual tasks and integrate them into your CRM to provide automation. Take duplicate tasks in other systems such as alternate CRM or Excel and integrate reducing time and errors.
Integrate with 3rd party applications such as Sage and other CRM platforms, stock systems, pass data to and from your website for online ordering/support or other hosted application.
Secure and encrypt data, users and permissions easily set with CRM. Access to records audited for review. Meet ISO27001 standards for Information Security Management.
Lead/Quotation/Order Management System
Track leads and quotes, convert to orders, provision orders through key stages, reporting, commission, customer communications and documentation, supplier management and communications, stock management, invoicing.
Customer and Contact Management
Manage customers, contacts, linked correspondence, order history, activities and events, orders.
Take tickets/calls from customers within CRM, manage SLAs, call backs, arrange engineer visits.