CRM Product That Attracts Millions: 5 Key Elements of a Successful Project

Why is CRM Important?

A CRM solution is usually a platform for managing all relationships and interactions with existing and potential customers within a customer-driven workflow. The CRM system helps to better stay in touch with customers and optimize internal processes, expanding the capacities of your workflow and boosting business profitability as a result.

  1. maintain a goal-driven customer management strategy based on the visible milestones and events that helps to provide the smoothest customer experience. The continuous experience of interacting with your business forms the image of the brand and its values in the minds of customers. At Northell, we take CRM design with utter dedication, knowing full well that a bad customer experience is a way to lose customers.
  2. centralize all customer data. CRM software helps store all the info on sales, marketing, and customer service in a single centralized database.
  3. automate business-boosting processes, such as budgeting and planning in various aspects.
  4. focus on top-priority customer-focused processes and improve them based on the monitored rates of satisfaction with the efforts in:
  • marketing;
  • sales;
  • customer relations.

Creating a CRM Product That’s On Point

For a company using a CRM solution to reach new goals, it must be enabled to clearly define, structure, and streamline the essential business processes. This should be achieved with the automation of customer-related tasks and processes.

  1. It is important to understand the main task of CRM. Why it is created and what content it should help manage. CRM is a more technical thing that involves working with a variety of large amounts of data, so first, you need to understand the goals ─ what content and what data sets you will have to operate.
  2. Based on that, the system should be divided into sections. Simple to use user navigation is outlined. All this is done at the stage of information architecture and is followed by low-level design (wireframing). The task of developers is to achieve the easiest, quickest, most intuitive user data processing and management capabilities.
  3. A very important trait here is a common understanding of best practices for data optimization and the ability to create clean design templates. All that depends on the experience and skill of the developer.
  4. Remember — at the heart of any CRM is the proper visualization, processing, and handling of data.
  5. Surveys of potential target audience members can also help you create the most proper product and assess how well it works with real users.

Northell’s Experience with CRM Projects

We prefer to share the expertise that’s been tried and tested in the field. A lot of it has been gained in the course of the following CRM projects we took part in.

NorthWest Construction Control (NWCC)

CRM capabilities are especially relevant to companies that work with regular large financial flows and investments. This goes without saying when it comes to big construction corporations where heaps of financial data must be managed most thoroughly and precisely. For NorthWest Construction, we redesigned an existing construction finance control system that now allows:

  • managing construction loan inspections
  • conducting budget reviews
  • storing all sorts of involved documentation
  • analyzing project statistics
  • categorizing projects by time and completion
  • organizing invoices and confirmation letters

Referr App

Client referral is a powerful modern marketing tool that helps entrepreneurs and businesses mutually expand and acquire new customers via joint efforts. Yet there aren’t many software solutions that help manage client referrals out there. That’s why it was quite an insightful experience for us to work on the Referr App, which is a responsive web platform to simply and efficiently refer customers to each other. Namely, Referr allows:

  • creating individual portfolios
  • searching required types of referrals
  • referring and sharing customer details
  • tracking referrals
  • managing referral commissions and rewards

Bottom Line

Whether you are in sales, marketing, or customer support, a CRM system can help automate cumbersome business processes and optimize the way you serve your customers. Keep in mind, however, that the implementation of a custom CRM customization can be entrusted only to experienced professionals.

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Northell

Northell

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We design, develop, and maintain B2B/B2C companies throughout their business journeys. https://northell.design