The creation of a custom Customer Relationship Management system is a well-structured process, each step designed to tailor the CRM to your business’s heartbeat. Here’s how we at IntelliSoft navigate this process:
Requirement Gathering and Analysis
First, we dive deep into understanding what you need. Through conversations with stakeholders, we pinpoint the functionalities, integrations, and unique challenges your CRM must tackle.
Planning and Strategy
Armed with insights, we map out the project. This blueprint details everything from timelines and technology to how we’ll bring your Customer Relationship Management vision to life.
Design
Next, we craft the look and feel of your CRM, focusing on creating an intuitive, user-friendly interface that makes navigating and using the CRM a breeze.
Development
Here’s where our plans come to life. Our developers code the custom features, ensuring your CRM integrates smoothly with your existing systems and workflows.
Testing
We rigorously test the CRM, squashing any bugs and ensuring the system is robust, secure, and user-friendly.
Deployment
We carefully transition your new CRM into your daily operations, including migrating data from old systems and integrating it with your current tools.
Training and Support
We don’t just hand over the keys and wish you luck. Instead, we train your team to use the CRM effectively and remain on standby to help with any queries or tweaks you might need.
Maintenance and Updates
The CRM’s journey doesn’t end at launch. We stay with you, updating and refining the system to meet your evolving business needs.