How can a custom CRM development solution improve customer lifecycle management and automate sales?
SOLVE
1 Accepted solution
How can a custom CRM development solution improve customer lifecycle management and automate sales?
SOLVEHi @Suheb,
This is a fairly broad question with a ton of possible answers. Here are a few of my points:
- You have a comprehensive view of your customer base that is custom to your business processes.
- You can automate lead capture/lead routing to the right people in a timely manner and ensure those leads are followed up with quickly.
- You can segment your data based on what's important to your business at any given time. For example, you want to see all contacts in a specific region that were created in Q3 of 2024 that have never had a deal associated with them...you can do it!
- When your CRM solution is customized to your business, your sales team can use a pipeline that supports your unique processes and if used properly, will give your team an accurate forecast of pipeline and a historic view of all past sales.
- You can build the reports/KPIs/dashboards that are most relevant to your business which is beneficial in multiple ways:
- You will understand what's working and what's not
- You can use dashboards to help your sales team prioritize their activity and ensure nothing is falling through the cracks
- You can give your executive stakeholders a view of all of the data they need at any given time
These are just a few of my points, but as I mentioned, there are a ton of insights this community should be able to offer!
Josh
 | Did this post help solve your problem? If so, please mark it as a solution. |
 | Josh Curcio HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.  HubSpot Diamond Partner & HubSpot Certified Trainer |
How can a custom CRM development solution improve customer lifecycle management and automate sales?
SOLVEHi @Suheb,
This is a fairly broad question with a ton of possible answers. Here are a few of my points:
- You have a comprehensive view of your customer base that is custom to your business processes.
- You can automate lead capture/lead routing to the right people in a timely manner and ensure those leads are followed up with quickly.
- You can segment your data based on what's important to your business at any given time. For example, you want to see all contacts in a specific region that were created in Q3 of 2024 that have never had a deal associated with them...you can do it!
- When your CRM solution is customized to your business, your sales team can use a pipeline that supports your unique processes and if used properly, will give your team an accurate forecast of pipeline and a historic view of all past sales.
- You can build the reports/KPIs/dashboards that are most relevant to your business which is beneficial in multiple ways:
- You will understand what's working and what's not
- You can use dashboards to help your sales team prioritize their activity and ensure nothing is falling through the cracks
- You can give your executive stakeholders a view of all of the data they need at any given time
These are just a few of my points, but as I mentioned, there are a ton of insights this community should be able to offer!
Josh
| Did this post help solve your problem? If so, please mark it as a solution. |
| Josh Curcio HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers. HubSpot Diamond Partner & HubSpot Certified Trainer |
