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CRM projectCRM tool

This post was written by Nathalie

Many companies, both SMEs and large accounts, have doubts about CRM: should you develop your own software or invest in existing CRM software? We offer a small comparison of the advantages and disadvantages of each option.

Let’s leave aside Excel spreadsheets that waste time. They do not help to improve customer knowledge. It’s time to equip you with a CRM solution. But where should you start?

What are your expectations? Why do you need CRM software?

Here are some needs that often come up when we talk about using a CRM:

  • Customer management (360 vision)
  • Lead management (origin, level of qualification)
  • Contact management (duplication)
  • Request Management (customer history)
  • Task management (notifications, deadlines)
  • Event management (registration, presence)
  • Opportunity management (% of success, commercial pipeline)
  • Product Management (Product Catalog)
  • Management of marketing campaigns (emailings, targeting)
  • Team management (calendar sharing, real-time synchronization)
  • KPIs (reports, dashboards, charts)
  • Multi-languages, multi-currency
  • Mobility
  • Security and support
  • Gamification
  • Integration with other tools (ERP, expense reports, etc.)
  • Synchronization with messaging (Outlook, Gmail, Lotus Note)

Of course, this list is not exhaustive and there are many other features in CRM solutions. We could, for example, mention project management, geolocation …

What is the best CRM for your business? Develop or invest in CRM?

 

 

Develop my own CRM Invest in an existing CRM
Can I have a custom CRM? Yes Yes
Does it respect the graphic charter of the company?

 

Yes Yes, but only a few publishers offer it
Is my server powerful enough? To check, it can be a huge cost for the company Few publishers offer the 2 options: in Cloud or on acquisition
Is deployment fast? It all depends on your teams and your internal processes Yes
Will it support the growth of the company? Not always, it may require additional developments that have a cost Yes, especially if it is modular (possibility to choose other blocks of features)
GDPR Not always, you need a dedicated administrator about the subject. Yes, but only a few publishers offer a module dedicated to GDPR
Security/admin Not always, you need a dedicated administrator about the subject. Yes, but only a few editors offer an Admin module.
KPIs Yes Yes, but not all publishers offer the same flexibility of analysis and graphical representation.
Mobility Yes Yes, but not all publishers offer the same flexibility of analysis and graphical representation.
ERP integration or other solutions Yes, with specific developments often very expensive Yes, but only a few publishers offer it
Biggest cost items Server + management + maintenance Setting up + licenses + version builds
Accompaniment to change management Yes, having someone trained and dedicated to the subject Yes, but only a few publishers offer it
Integration of emails (synchronization with the mailings) Yes Yes, but only a few publishers offer it
Support According to your process Yes
Gamification No Yes, only at Efficy CRM

Develop your own CRM software

Main advantage: tailor-made features

Main disadvantage: sometimes very complex for the IT team and very time consuming

Invest in an already existing CRM

Main advantage: qualified teams, 100% dedicated to the client’s project

Main drawback: do not know which editor to choose – By the way, who chose Efficy CRM solutions? List of our customer references available here.

Conclusion

The choice of CRM software is very important. It should be thought carefully because it represents a large budget and a huge workload for the team. So, there is only one question left to you:

Are you ready for your entire IT team to work on only one project: the development of a CRM software?

If the answer is no, there is no doubt about it, you need a publisher.

The small green symbol of the bathyscaphe indicates that the solutions proposed by the Efficy group offer this functionality. To learn more, ask for a demo .

 

CRM project CRM tool