Our Blog

30 May, 2022

Custom CRM Solutions Vs. Off-the-Shelf Solution – Analysis to Make the Right Choice

Do you have a lot of leads coming in? Do you want to scale your business, but you are struggling to manage so many documents and data? It’s time for you to choose a custom CRM solution. This will help you to organize the prospects and also leaves you with more time for the team for effective conversion.

what does a Custom CRM Solutions Include?

  • A sales module that allows you complete control and also monitors the goals of the sales team.
  • The customizable dashboards and periodic reports should reflect the evolution of sales goals.
  • A service module that implements efficient customer service.
  • A marketing module that adds functions like social media marketing, email, and more.

The Difference between Custom CRM Solutions and Off-the-Shelf CRM

A Custom CRM Solutions

A custom CRM is a platform that is developed right from the scratch with the help of a custom CRM software development. Or you can also opt for your in-house developers. It is useful when the business sales model is complicated or doesn’t go into the conventional B2B sales model.

When you opt for a custom CRM, it will cater to your specific requirements. The reason is it is made of only those modules and features which will assist you in running the daily activities of your company. The custom CRM solution will adapt to your business.

If you install the custom CRM, it will help you to increase sales and also improve the overall performance of all the processes. Also, you shall get high-quality support for CRM maintenance.

Off the Shelf CRM Solution

Off-the-shelf CRM is a scalable turnkey software that supports the daily common routine functions. These include email sending, file sharing, and more. If you choose an off-the-shelf CRM solution, it will give you the option to pick & choose the necessary modules.

A lot of organizations choose off-the-shelf CRM solutions if they have a similar business process and a lot of potential issues. Also, you will get quick and easy software upgrades to the off-the-shelf CRM solutions. Thus, you will get the features without inviting the customization team to develop them for you.

Also Read: CRM Software Development for Profound Customer Relations

custom software development company

Reasons Why Companies Choose Custom Software Development

#1 Get the Features Tailored to the Requirements

This is pretty much obvious from the definition. The custom CRM solution helps you in tying up all the loose ends along with ensuring custom features and functionality. Thus, you shall not need multiple systems and then switch between them.

Once you remove all the unnecessary steps, this will help you to streamline and offer great customer relationship management. When you have a team of software developers to build a custom CRM system, you can add new features and updates to cater to business goals and technical demands.

#2 Easy Modifications

As your company grows with time, you shall need to adjust the CRM software accordingly according to the new requirements. Also, you can request updates while having an off-the-shelf CRM program for bigger enterprises, but they will not work. With a custom CRM solution, you will be able to order individual customization and create custom apps for specific business purposes anytime you need. Also, the custom CRM can help you proactively react to industry changes and get a competitive advantage over your competitors.

#3 Higher Competitive Advantage

There are a lot of organizations that take the help of a custom software development company to create the custom CRM to cater to their unique creative strategies. Also, you can build custom apps and features for specific business niches. This is useful when you have got an extensive range of within different departments.

Facts to Consider Before You Make a Choice

Before you choose a custom software development company, it is crucial to check out the pre-operational stage and get answers to different key questions about the purpose of the CRM software. Make a list of all your demands from the system. Show it to the team of designers and developers. Stay in touch with the consulting board for better insights into the workflow.

#1 What are the commercial goals?

Define the marketing strategy of your company. What is the revenue growth that you anticipate once you implement the custom CRM solution? Different CRMs have different approaches to improving the performance of your company. There will be some that will help you to reduce time by automating workflow, while others will help you in creating new business strategies based on the statistics.

#2 The Functional Requirements

Consider the functional requirements and the software requirements of the CRM. Figure out how the already existing software will integrate and interact with the custom CRM solution. Collect all data and the current software tasks. This will help you to create a tree of functions.

As a custom software development company, you know that CRM software is used to solve multiple tasks. You won’t always need an all-inclusive fusion. You have to decide what kind of task you want to accomplish through the tool:

  • Operational
  • Communication
  • Strategic
  • Analytical

Once you decide on this, it will be easier for you to decide the functional requirements.

#3 Quality Control

Make a checklist of all the features that you want in your CRM system. These include – security, integration with current databases, and work speed. If you want the custom CRM solution to meet the standards like ASTM, ISO, or FDA, then add these requirements to the list. Finally, discuss this with your team and project managers. Let them share their opinions as well because they can help you in defining system tasks and critical paths, choosing the estimated budget and deadlines, create a timeframe for implementation.

Bottom Line

A CRM software development company can help you to grow your business by creating CRM software. However, every CRM is not designed in the same way. Thus, you have to make a critical analysis of the strengths and weaknesses of multiple CRM tools so that your business uses the one that suits them best.