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How to Build Your Own CRM System

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A CRM, or customer relationship management, system is a software application that helps businesses manage their customer interactions. Businesses use CRMs to track customers’ contact information, interactions, and sales data. CRMs also help businesses automate their sales and marketing processes.

There are many different CRM software applications on the market, and businesses can choose the one that best fits their needs. However, some businesses may want to create their own CRM system instead of using a pre-existing one. Creating a custom CRM can be more expensive and time-consuming than using an existing application, but it can also be more tailored to a business’s specific needs.

When deciding whether to create a custom CRM or use an existing application, businesses should consider their budget, technical expertise, and required features. If a business has the resources to develop a custom system and wants full control over its features and data, then creating a custom CRM may be the best option. Otherwise, using an existing application is usually simpler and less expensive.

Map your customer journey

A customer journey map is a visualization of the steps your customers take to achieve their goal, including the emotions they feel along the way. It is based on customer research and provides a shared understanding of your customers’ needs and how your business can help them achieve their goals.

The process of creating a customer journey map involves four steps:

Define your customer segments.

2. Identify key touchpoints and interactions.

3. Map out the steps and emotions for each touchpoint.

4. Create actionable insights from your map.

Define your business and sales processes

Sales processes are the steps your team takes to close a deal with a prospective customer. By mapping out and documenting your sales process, you can help your team stay organized and efficient, and close more deals.

There is no one-size-fits-all sales process, but there are some common steps that most businesses take when closing a deal. Here are some of the typical steps in a sales process:

1. Qualify the lead. The first step in any sales process is qualifying the lead. This involves determining whether or not the prospective customer is a good fit for your products or services. You’ll need to consider factors like budget, need, timeline, and decision-making authority when qualifying a lead.

2. Build rapport and establish trust. Before you can start pitching your products or services, you need to build rapport with the prospective customer. This involves establishing trust and creating a relationship with the prospect. You can do this by asking questions about their business goals and objectives, listening to their needs, and providing helpful information throughout the conversation.

3. Present your solution. Once you’ve established rapport and built trust with the prospect, it’s time to start presenting your solution. This is where you’ll pitch your products or services as being able to meet the prospect’s needs. Be sure to include information about pricing, features, benefits, etc. in your presentation.

4. Handle objections. No matter how good of a salesman you are, there will always be objections from prospects during each stage of sale. Most Common Objections:

  • It’s too expensive
  • I don’t have time
  • I need more information
  • I have to check with someone else
  • It won’t work for me
  • I don’t believe it
  • There’s nothing special about it
  • Somebody else does it better
  • We tried something like that before

How To Overcome Objections? Acknowledge the prospect’s feelings. Empathize with the prospect. Take the time to understand their concern. Address their main problem. Reassure them with facts and data. Offer additional resources when possible.

5. Close the deal. Once you’ve overcome all objections, it’s time to close the deal! This usually involves getting the prospect’s commitment to buy (or at least move forward in the purchase process

Create custom fields, stages, and pipelines

There are many key elements when creating a custom CRM system, from the initial planning stages through to development and deployment. In this article, we will take you through some of the key considerations for each stage of the process, so that you can be sure to create a custom CRM system that meets the specific needs of your business.

When planning your custom CRM system, one of the first things you will need to do is decide which features and functions are most important to your business. This will help determine what kind of data you need to track, and how complex your crm workflow needs to be. Once you have an idea of the basic requirements for your system, it is time to start thinking about how best to structure your data.

One key consideration here is whether you want to use a relational database (RDBMS) or non-relational database (NoSQL) approach. RDBMSes offer more flexibility when it comes to data modeling, but can be more difficult to work with if your data requirements are very complex. NoSQL databases may be easier to work with initially, but may not offer as much flexibility down the line. It is worth considering both options carefully before making a decision โ€“ speak to experts in both fields if possible before settling on one approach or another.

Once you have decided on an approach for storing your data, it is time to start thinking about how that data will be accessed and manipulated by users within your organisation. This will involve designing appropriate user interfaces โ€“ both graphical (GUI) and command line (CLI) โ€“ as well as deciding on which permissions users should have in order to receive access

Integrate your tools and automate manual processes

With a little bit of effort, you can indeed integrate your existing tools and automate many of the manual processes involved in managing customer relationships.

Creating your own CRM can offer a number of advantages:

For starters, integrating your existing tools will save you time and effort in the long run. Rather than manually inputting data into multiple systems, you can automate much of the process by connecting all of your tools together. This will allow information to flow seamlessly between them, making it easy to keep track of customers and their interactions with your business. In addition, automating manual processes can help to improve accuracy and prevent errors from occurring down the line.

Another advantage of creating your own CRM is that it gives you complete control over how data is stored and accessed within the system. With most commercial solutions, businesses are subject to the whims of the vendor when it comes to updates or changes in how data is managed. When you create your own system, however, YOU get to decide how information is organized and accessed-giving YOU complete control over YOUR data! This means that should anything ever happen to the vendor’s servers (or worse), YOUR customer data will be safe and sound on YOUR system-not theirs!

Finally, designing a custom CRM solution allows businesses to tailor their system specifically to their needs-ensuring that they get exactly what they want and nothing they don’t need (which often happens with off-the-shelf solutions). By working with a development team experienced in building custom applications, businesses can get exactly what they need out of their investment while still staying within budget constraints.


Jeremy is a SEO and web traffic specialist with years of experience in lead generation, sales, copywriting, and conversion optimization. He has helped countless businesses grow their online presence and increase their sales. His passion is helping businesses succeed online and he is always looking for new ways to improve his craft. He loves sharing his experience through articles and videos to help people achieve their marketing and sales goals.