CRM Development

Create and keep customers.

As efficient as it is to conduct business online, so much can fall through the cracks – data is lost, meetings aren’t followed up on, and decisions regarding customers are made based on assumption instead of fact, leading to unsatisfactory responses. Meanwhile, you’re left to deduce the overflow of intel from sales, marketing, and customer service into helpful business insights.

With so much in flux, a CRM (Customer Relationship Management) system is necessary to help you manage and improve these important interactions while meeting your quotas and cutting costs. As a result, everyone is held accountable, stays productive, and remains in scope. If you’re thinking about whether or not you can afford a CRM, the reality is you can’t afford to not have one.

Automate to Regulate

Successfully managing customer relationships starts with understanding the purpose of a CRM. A CRM system seamlessly collects, organizes, stores, and distributes customer and prospect information from multiple sources. When this data is accessible, businesses can spend more time finding, winning, and keeping customers with satisfactory responses and relevant content.

Our radar is on these key CRM trends:


The need for custom, lightweight systems is climbing as today’s remote workforce steadily rises.


CRM systems require cloud capabilities to sync with BYOD (Bring Your Own Device) work environments.

Social Media

Leverage customer data from social media with CRM social media integrations.

CRM Development Process

You can’t rush perfection, nor CRM development. Whether you’re introducing a new custom system or getting your current system back on track, all pieces need to be in their proper place. We roadmap as much as possible ahead of implementation so the end product is simple yet powerful.

Our radar is on these key CRM trends:

1. Gather preliminary information

Develop an idea of the kind of system you’re really after through a series of interview questions. What kinds of information should be tracked (turnover, acquisition, retention, etc.) What additional information would you like to know about your customers? How would you characterize your CRM?

2. Identify customer engagement opportunities

Identify opportunities for better customer engagement and match these value opportunities with technical CRM features. Establish potential goals for the CRM

3. Determine project scope

Create a breakdown of the project timeline and deliverables. Understand the functional requirements behind achieving CRM goals. Present finalized roadmap.

4. Implementation

Begin building based on the approved roadmap. Implementation is a reiterative stage, as conceptualization and process modeling often do not tell the whole story. Synergistic relationships between all involved on the project are essential to accomplishing your CRM goals.

Ready to Play?

Your Serve.