CRM Development Company In Austin, Texas, Boston, Denver, Dallas

4 min readAug 18, 2020

As data-centric marketing becomes the primary tool for driving sales, businesses use CRM software to handle association with existing and potential customers. The goal of using a CRM software is to automate processes, observe customer behavior, and provide services designed to meet individual customer demands. CRM software helps build a customer-centric business strategy for enterprises of all sizes and industries. At the same time, a precise database of client profiles and behaviors makes its forecasts/ insights dependable. Oodles offers Custom CRM development services for sales and reporting automation, data collection and storage, analytics and sales intelligence, and campaign management tools. As CRM software development equips businesses with the ability to organize, optimize, and analyze customer interactions through the customer lifecycle, it streamlines administrative processes key to developing, enhancing, and sustaining customer relationships. We are a CRM development company in Austin, Texas, Boston, and Dallas that designs scalable, agile, interactive, analytics-backed CRM systems tailor-made to fulfill your business requirements. Let’s take a look at things to keep in mind while implementing CRM software for enterprises.

How to go about it?

Set Sales Goals

Create a blueprint for the objectives and business strategy of the company. Define instruments of revenue growth with a minimum investment in CRM software implementation. Decide the processes that the CRM software needs to automate, e.g. managing customer data, optimizing sales, leads management, internal communication, and reporting.

Define type, role, and platform for CRM

TYPE: Based on its functionality, a CRM software can be classified into-

1. Operational CRM: It automates customer interaction and marketing tools

2. Analytical CRM: It sorts data from touchpoints to strategize communication strategy

3. Collaborative CRM: It brings together data from different departments (technical, sales, marketing) for strategizing sales and customer retention.

ROLE: Determining the role of each user gives the means to role-based access and formatting rights. Accounts can be assigned roles of admin/owner, seller, manager, each with restricted or advanced access as per the template design.

PLATFORM: One can choose platforms in accordance with the equipment that workstations use. Mostly, companies use laptops and desktops running on Windows, macOS, or Linux. Nowadays, mobile platforms are more sought after owing to their versatility, easy adoption, and high efficiency.

Choose Required Functions

A CRM software performs certain operations part of enhancing customer relations and amplifying returns. It is important to determine these functions, some of which are as follows:

Address book and Segmentation

Customer data like names, email addresses, social media pages, locations are useful while creating/managing customer profiles. CRM software automatically accumulates data from social media profiles and signatures and sorts it depending upon customer behavior to spot potential customers.

Leads Management

CRM software tracks consumer data from the first contact to quotation and closing a deal for prospective clients. The process of handling data about established clients and leads, negotiations’ status, and conversions, thus become more efficient for the Sales team. It’s possible to customize their CRM to include a pipeline view for a clearer view of the sales process.

Sales and Market Analytics and Forecasting

Advanced calendars, sales history, and analytics in CRM software aid in viewing campaigns, market trends, and ROIs. It assists in formulating business strategies backed by insights about demand trends. Detailed demand planning and marketing put enterprises in a profitable place with respect to their clients.

Task Management

CRM software can be programmed to send alerts and notifications for upcoming events and schedule tasks in productive time windows. It also gives sales managers an overview of pipelines, processes, reports on a dashboard.

Help and support

It’s possible to integrate an advanced help desk where customer requests and queries appear to be labeled and grouped. A service module gathers insights into issue resolution issues and statistics of customer interactions.

Make cost estimates

The expenditure involved in the development of CRM software is affected by the complete design of the software. Often they account for the development time for various functions, implementing roles, supporting different platforms, analytical tools, technologies used, and integration with other software.

Appoint a CRM development Service Provider

SaaS models save enterprises the expense and struggle to set up a team of IT professionals to manage the CRM software development. Instead, OodlesERP is solely dedicated to providing custom CRM development services to organizations using cutting edge technologies. Lead by expert developers specialized in designing CRM and other ERP software, we use platforms like Salesforce, Microsoft dynamics, and more to build the CRM system that matches your business needs.

We are an ERP development company with a goal of transforming enterprises with our futuristic development solutions. Our developers hold expertise in custom-designing ERP solutions to best suit enterprise needs. Aligned with your business goals, we provide CRM software solutions with all-round access to organized and insightful customer data. We provide end to end integration services like Salesforce, Magento, Hubspot, and Zoho. Our developers use an AI enabling technological stack to provide quality development services. Contact us to build custom CRM software for your company.