Problem

You are a small business struggling to keep track of your client details, manage your workflow and monitor your sales for the year.
  • You rely on paper forms and spreadsheets to organise client information
  • Your team may miss deadlines and fall behind on project timelines
  • Without a proper system, monitoring sales and meeting your financial goals has become increasingly difficult.
A company with no online organisation may be losing existing customers and missing opportunities for new business.

Solution

Introduce a Customer Relationship Manager (CRM) system that can support your current problems and more.
  • Manage customer relationships, track intentions, and streamline communication
  • Significantly improve your business's efficiency
  • address your challenges and achieve sustainable growth effectively

What is a CRM System?

A Customer Relationship Management (CRM) system is a tool used to store and manage customer data, interactions, and relationships. It is crucial in helping businesses understand their customer base, personalise interactions, and improve their sales funnel and overall customer satisfaction. Key features of a CRM system include contact management, lead tracking, email integration, and reporting capabilities.

For sales teams, a CRM system is an indispensable tool for managing and nurturing leads, tracking sales opportunities, and improving collaboration within the team. It provides insights into customer behaviour, helps identify potential sales opportunities, and streamlines the sales process.

HubSpot and monday.com are examples of top CRM software that offer a wide range of features to support sales and marketing efforts. HubSpot provides marketing, sales, and customer service tools, allowing businesses to manage customer interactions across multiple channels. monday.com offers customisable CRM templates, task management, and collaboration features to streamline sales processes and improve team productivity. But what if you need a custom CRM system in place, or you don’t have the budget for the ongoing monthly costs associated with existing CRM platforms?

tel: 01296 929 652

What is a CRM System?

A Customer Relationship Management (CRM) system is a tool used to store and manage customer data, interactions, and relationships. It is crucial in helping businesses understand their customer base, personalise interactions, and improve their sales funnel and overall customer satisfaction. Key features of a CRM system include contact management, lead tracking, email integration, and reporting capabilities.

For sales teams, a CRM system is an indispensable tool for managing and nurturing leads, tracking sales opportunities, and improving collaboration within the team. It provides insights into customer behaviour, helps identify potential sales opportunities, and streamlines the sales process.

HubSpot and monday.com are examples of top CRM software that offer a wide range of features to support sales and marketing efforts. HubSpot provides marketing, sales, and customer service tools, allowing businesses to manage customer interactions across multiple channels. monday.com offers customisable CRM templates, task management, and collaboration features to streamline sales processes and improve team productivity. But what if you need a custom CRM system in place, or you don’t have the budget for the ongoing monthly costs associated with existing CRM platforms?

tel: 01296 929 652

Bespoke CRM development

Bespoke CRM development can take two different routes. The first is a complete CRM system development, completely tailored to your needs and owned by your company. This route is often beneficial for larger companies with multiple workforces that need to work seamlessly together. The second route is to use an existing CRM platform as a basis but customise this to your business needs. A discovery call with our team will help to understand which option would be best for your business.

The advantages of bespoke CRM development are significant. Firstly, it streamlines operations by automating repetitive tasks, allowing the team to focus on delivering quality customer service and strategic initiatives. This efficiency frees up time and resources for the business to improve overall productivity. Additionally, a bespoke CRM system is designed to enhance customer relationships by providing a personalised and targeted interaction approach. This level of customisation ensures that businesses can better understand and cater to the needs of their customer base, ultimately leading to higher satisfaction and loyalty.

Furthermore, bespoke CRM development empowers customers with self-service options, such as account management, support ticket creation, and knowledge base access. This allows customers to find solutions to their inquiries independently while the business team remains available for more complex or personalised support. Bespoke CRM development offers a tailored solution for businesses to enhance their operations, improve customer relationships, and provide exceptional service.

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Integrating a CRM platform into your business

When you choose to integrate a CRM platform into your business, it can be unnerving to know where to begin, particularly if you have not used one before and there are tools that you don’t understand or have no need for.

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Finding suitable solutions

YostratO supports each of its clients to adopt a CRM platform that works for your business and your bottom line, finding suitable solutions that benefit you.

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Scalable CRM development

We help you find a solution without the additional and unnecessary add-ons that can make an existing platform expensive to have. 

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Smooth Integration

The right CRM platform will efficiently integrate with your business tools, making managing customer interactions easier and driving business growth.

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Improve business efficiencies

Choosing a CRM system with solid capabilities can optimise your business operations and improve overall efficiency.

Start your CRM integration with YostratO

Integrating your CRM software with other platforms and tools within your organisation provides numerous benefits, such as streamlining and automating processes, improving data accuracy, and enhancing team collaboration. With YostratO, integrating your chosen CRM platform allows for seamless data transfer and real-time synchronisation, enabling you to make more informed decisions and improve customer interactions.

Custom CRM software development with YostratO ensures the integration is tailored to your specific workflows, allowing a smooth transition without disrupting your existing processes. This means you can continue to work effectively without interruption while reaping the benefits of a connected CRM system.

By utilising YostratO for CRM integration, you can ensure that your CRM system seamlessly connects with other tools and platforms within your organisation, improves efficiency, and enhances overall productivity.

Book a meeting or request a call back today.

Getting your first CRM development tool started or updating your existing one can be both exciting and scary, which is why we offer a free initial consultation to get to grips with exactly what you want. Call us, meet us at your premises or visit us at our Aylesbury offices. Whatever works for you. We’re here to simply make this process as painless as possible.

Request a call back