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Dedicated CRM systems

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Designing dedicated CRM systems

Are you looking for a tool that will improve customer relationship management and sales processes?

We offer dedicated CRM systems , tailored to the individual needs of your company.

We design solutions that not only organize data, but also help increase efficiency and build customer loyalty.

What is a dedicated CRM system?

Dedicated CRM is customer relationship management software that is tailored to the individual needs and requirements of a given company. Unlike commonly available solutions, dedicated CRM allows for better matching of functionality to the specifics of the business and integration with existing IT systems. In the following sections, we will discuss the definition and features of a dedicated CRM system and the process of managing customer relationships using such software.

Completed CRM implementations:

Indywidualny CRM dla nieruchomości

CRM for Atrium Real Estate

We have developed a system for automating key tasks , such as handling customer requests, lead management and communication with offer recipients, which significantly increased operational efficiency.

Our activities included:

  • Implementation of an intuitive CRM system that integrates automatic form submission, an advanced real estate valuation calculator and an internal communication module, ensuring full control over every stage of the sales process.
  • Creation of modules for managing notifications and leads , enabling easy assignment of offers to recipients and monitoring their activity, which contributed to increased conversion.
  • Implementation of an integrated e-mail and text message sending system that allows for personalized communication with customers and offer recipients, strengthening relationships and building engagement.

Thanks to advanced technology and full technical support, CRM for Atrium Skup Nieruchomości has enabled not only more efficient management of operations, but also improved the quality of customer service, which translates into a competitive advantage in the industry.

Automatyzacja procesów dla Laur Finance

CRM for Laur Finance

We have created a dedicated CRM system for the financial industry that automates telemarketing, contract management and the selection of financial solutions, optimizing labor costs and increasing the effectiveness of operations.

Our activities included:

  • Creation of customer data and contract management modules , allowing for ongoing monitoring of contract status, reminders of their deadlines and easy generation of reports, which increased the transparency of activities.
  • Implementation of an integrated communication system via e-mail, SMS and telephone, which enables personalized customer service and building lasting relationships.
  • Development of an advanced analytical tool that supports advisors in selecting the best financial solutions based on client data and their needs.

The system enables more effective management of operations, streamlines telemarketing and analytical processes, and builds a competitive advantage by better matching offers to customer needs.

What benefits do dedicated CRM systems offer compared to ready-made solutions?

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Adaptation to specific business needs

Dedicated CRM is designed with the company's unique processes in mind, allowing for full customization of functions, modules and interface to the company's requirements.

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Flexibility and scalability

Possibility to expand the system with new modules or functionalities as the company grows, without the limitations of ready-made solutions.

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No unnecessary functions

Off-the-shelf CRM systems often offer a lot of unnecessary features that can lead to chaos. A dedicated solution only implements the features that are really needed.

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Integration with existing tools

A dedicated CRM will easily integrate with other systems used in the company, such as ERP, e-commerce or accounting systems, making the flow of data smooth and trouble-free.

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Higher data security

Dedicated systems can be equipped with non-standard security measures, tailored to the specific nature of the company's operations, which minimizes the risk of data leakage.

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No subscriptions or licensing restrictions

Once a dedicated system has been designed, the company no longer has to pay recurring license fees and is no longer dependent on external suppliers.

Important aspects

A dedicated CRM application is software tailored to the individual needs of a company, while a CRM application is a freely available solution that can be used by many companies. When comparing these two types of CRM software , it is worth paying attention to the following aspects:

  • adaptation to the needs of the company
  • integration with existing IT systems
  • Flexibility of functionality
  • security
  • Cost

The choice between dedicated CRM software and a CRM application depends on the needs and capabilities of the company. A dedicated solution may be more beneficial for companies with specific requirements, while a CRM application may be sufficient for smaller companies with standard needs.

Comparison

Dedicated CRM software is characterized by the fact that it adapts its applications to the client's needs. Adapting the system to existing structures is not a problem, and the use of unique solutions that can improve the functioning of our website is a basic service performed during the creation of dedicated CRM solutions.

The level of service, taking into account the safety and comfort of customer service, is high, which means that the costs may also exceed our expectations. However, it is worth understanding that when using ready-made CRM applications , we must give up full flexibility in terms of functionality. When using ready-made applications, we are not sure about security and there may be problems with the integration of the CRM system with existing software.

A dedicated CRM system is a system that will serve us for many years, and its individual preparation guarantees that all our needs as consumers will be met.

The process of designing a dedicated CRM system

CRM design is the process of creating customer relationship management software that is tailored to the individual needs and requirements of a given company. In the case of designing a dedicated CRM system , the process includes several key stages, which will be discussed in the following sections.

Key stages of designing a dedicated CRM system

In the process of designing a dedicated CRM , the following key stages can be distinguished:

1

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Analysis of company needs and requirements

Thorough understanding of the company's operations, business goals and challenges in order to tailor the system to the organization's unique needs.

2

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Defining system functionality

Creating a detailed list of functions and modules that the system is to implement, in accordance with business and technological requirements.

3

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System Architecture Design

Developing the technical structure of the system, including application, database, and integration layers, to ensure performance, scalability, and security.

4

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Creating a user interface

Designing intuitive and aesthetic screens that allow users to easily operate the system and quickly complete tasks.

5

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System programming and testing

Implementing the code according to requirements and conducting functional, integration and performance tests to eliminate errors.

6

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Implementation and integration with existing IT systems

Transferring the system to the production environment and ensuring its compatibility with already used applications and IT infrastructure.

7

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User training and technical support

Conducting workshops and providing instructional materials for users and providing ongoing technical support in case of problems.

The most important functionalities of the dedicated system

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Customer Relationship Management

Personalized customer profiles with history of contacts, purchases and preferences. Automatic reminders about follow-ups or important events.

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Sales process automation

Automatic generation of offers, invoices or contracts. notifications about tasks, leads or expiring contracts

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Integration with existing tools

Connection with ERP, accounting, warehouse or marketing systems. Synchronization with calendars and e-mail.

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Personalization of functions

Modules designed for specific business needs. Ability to dynamically add new functionalities.

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Reporting and analysis

Generating advanced customer, sales and performance reports. KPIs aligned with company goals.

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Team management

Monitor team work, assign tasks and track progress. Analyze employee performance.

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Customer service support

Report and complaint handling module. History of customer interactions for better management of their needs.

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Security

Individual user access levels. Secure storage of customer data and full compliance with regulations.

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Scalability and flexibility

Expandable as your business grows. Adaptable to changing business needs.

Thanks to the possibility of adapting to unconventional, individual needs resulting from the specificity of the company, dedicated CRM brings real business benefits, supporting the development and competitiveness of the organization.

We invite you to contact us to analyze your needs. Together we will develop a proposal for process automation through a dedicated CRM system that will be ideally suited to the specifics of your business.

Important questions and important answers

Choosing the right CRM system can be difficult, but there are a few steps you can take to find the perfect CRM for your business:

  1. Define the business goals you want to achieve with your CRM system.
  2. Identify the features that are essential to your business.
  3. Compare different CRM systems in terms of functionality, price and technical support.
  4. Test selected CRM systems to see if they meet your expectations.
  5. Choose the CRM system that best suits your company's needs.

The process of selecting a CRM system can be time-consuming, but it is worth taking the time to thoroughly understand your business needs and compare the different options available on the market.

Custom-designed CRM systems are dedicated to specific market sectors and can offer features and solutions tailored to the specific needs of a given industry. Compared to general CRM systems, personalized CRM systems may better meet the needs of your company, but they can also be more expensive and less flexible.

When choosing an industry CRM system, it is worth considering the following issues:

  • Are specialized industry CRM features essential for your business?
  • Is your CRM system scalable and flexible to adapt to the changing needs of your business?
  • What are the costs of implementing and maintaining an industry-specific CRM system versus a general CRM system?

Analyzing these issues will help you decide whether it is worth investing in an industry-specific CRM system for your company.

The price of a dedicated CRM system depends on the scope of functionality, the level of personalization and integration with existing IT systems. At General Informatics, we offer a proprietary CRM system based on flexible code, which contains many ready-made functionalities. Thanks to this, we can quickly and effectively adapt the system to the individual needs of the client, which allows us to save time and implementation costs.

The price of an individually designed CRM system in our company starts from PLN 10,000 net .

We have our own CRM system, which we adapt to the individual needs of the client, which significantly shortens the implementation time. Depending on the specifications and requirements, the design and implementation process lasts from 2 to 6 months , depending on the complexity of the functionality and the level of integration with existing IT systems. We provide efficient implementation and full support at every stage of the project.

When creating the specification of a dedicated CRM system, it is worth considering key aspects that will ensure that the system is optimally tailored to the specifics of the business and supports the achievement of the company's goals:

  • Individual adaptation to the needs of the company – the system should reflect the unique processes and requirements of the organization.
  • Integration with existing IT systems – it is worth making sure that CRM will be compatible with the tools you already use, such as ERP or accounting systems.
  • Flexibility of functionality – the system should enable modification and development in response to the changing needs of the company.
  • Data security – ensuring customer data protection and compliance with regulations such as GDPR is key.
  • Technical support and updates – the possibility of regular system adjustments and quick assistance in the event of problems should be provided.

Including these elements in the specification will ensure that the dedicated CRM will be an effective tool supporting the development of the company.

Integrating the CRM system with the company's existing IT infrastructure is a key step in the process of implementing dedicated software. Thanks to integration, the CRM system can work with other tools and applications used in the company, which allows for process automation, data exchange and better management of customer relationships.

When implementing a CRM system , it is worth paying attention to the following aspects:

  • Compatibility of the CRM system with existing applications and tools
  • Data security during information exchange between systems
  • Automation of processes and workflows
  • Technical support and system updates

Integrating a dedicated CRM system with the existing IT infrastructure allows for full use of the software's capabilities and effective customer relationship management.