Could you benefit from a custom built contact database?
All of our customers soon realise the huge advantages of having a contact database custom designed and developed to suit the exact needs of their business. The everyday management of data, information and business workflow can be completely streamlined and made far more efficient, bringing countless benefits to any business.
But a custom database is expensive and designed for large companies, I hear you ask? With such advancement in today’s technology and cloud based system development, this is no longer the case. Whether you use an off-the-shelf solution, have an open-source database adapted to suit your needs, or employ a software development company to design and develop a completely bespoke contact database system for your company, there are various options available for businesses of all sizes.
Information and critical contact and customer data can often be spread across multiple devices or shared files. For any modern business to succeed, this information needs to be searched and accessed as quickly and easily as possible. With a bespoke cloud-based customer database, every user can access the same data in one single location, making updates or changes and ensuring the team is always working with the most up to date information. Access to the contact database is incredibly secure, and permission levels can be set for every user depending on their role within the business and what information they are allowed to see.
Our custom built contact databases don’t just store information. We can organise, analyse and display your data in a variety of formats - charts, reports or graphics all provide an overview of your financial or business performance. Your contact database doesn’t just stop there. Our high quality, modern standards of software development means we can further advance your customer database as and when needed in the future. You may wish to add on a calendar or diary, a stock management section, email or messaging functionality, or even invoicing and accounting. Whatever your requirement, we would love to be part of your exciting new software development journey and help to streamline your business processes.
If you’re exploring the possibility of a new customised contact database for your business in London, please get in touch with Paul on firstname.lastname@example.org or call 020 7183 2018 to speak with our knowledgeable software development team.
7 valuable tips for a CRM newbie
Jonny Schmid October 21, 2016
Learning a new customer relationship management (CRM) system can seem daunting at first. Clean and effective training can make the difference between a smooth transition, or a stressful and confusing beginning. Follow these 7 tips for establishing a successful and harmonious relationship with your CRM from the start.
- Use your resources
Your Code Dock software programmers are here to help you make the most of your new CRM. Whether your entire company is just getting started, or you have new staff members who need some CRM guidance, don’t hesitate to get in touch with your system designer and utilise this valuable training resource.
- Take it one bite at a time
The possibilities are endless when it comes to CRM capabilities. Depending on the size and needs of your company, your software may appear complex and overwhelming to a CRM newbie at the start. Rather trying to tackle the entire programme at once, or giving your trainee a 30 minute crash course of everything, break it down a bit. Approach your training one segment at a time, and first master the most important or most commonly used functions. Once you (or your trainee) feel confident and familiar with that task, move on to the next segment.
- Understand why
Knowing how to use your CRM is the goal, but the real value comes when you understand why. Show your new CRM users how their specific functions and the data they enter impacts the business as a whole, and how it is used by other departments within the company. Explain how customer demographics are used to tailor marketing campaigns, and customer feedback is used to improve product design or service procedures. What may seem like a minor detail to one user can be a very important piece of information to another area of the company, and your CRM is the link to put those pieces together in the most valuable and useful way.
- Create false customers
Your data is valuable, and the last thing you want is to lose or change existing customer information when learning your new CRM. A great way to gain familiarity without the worry of accidentally messing up your data. Create fake customers that you can use for training, and play around with your CRM’s features. You can use your own email address and phone number for the faux account, and practice making phone calls, automating emails, recording interactions, setting customer preferences, etc.
- Practice! Practice! Practice!
The best way to get used to using a CRM is to use it. Run through common scenarios and possible complications with a coworker. The first few times you try to work through a customer scenario using a CRM, it might take a bit longer as you get used to navigating the functions. By practicing these situations with a coworker, you’ll feel better prepared and more familiar with the process when it comes time to work live with a customer.
- Throw away your pen and paper
Your company decided to implement a CRM in their daily tasks because of the increased efficiency, work optimisation, data organisation and analysis functions that come with a well-designed CRM. If you’re new to these software systems, it can be intimidating to go completely digital. You may feel tempted to hang on to your pen and paper so that you can take down notes and enter information into the system later. All this will do is double your work and hinder your learning. Be brave! Your CRM is there to save time and maximise your work capabilities, so take advantage of it!
- Encourage questions and embrace feedback
When you’re new to a CRM system, you will have questions regarding how it works and why it’s done that way. Your questions and feedback are not only helpful for you as you learn how to use the programme, they’re also valuable to the company. Every new perspective is an opportunity to evaluate a procedure or task in a new light, and potentially create a better way of doing it. If you’re new to the company, don’t hesitate to question things that don’t make sense to you. If you’re training a new user, listen to what they have to say and try to understand their point of view. They might end up teaching you something.
To get started with a bespoke CRM and on boarding services for your company, contact Paul at email@example.com or call +44 (0)20 7183 2018.
Code Dock: Squarespace Website Specialists
Paul Jones October 17, 2016
We often get asked by our clients what the difference is between content management systems (CMS’s) such as Wordpress and Squarespace. Although technically Wordpress is a blogging platform, it is probably the most popular CMS in the world and is used by some of the biggest brands such as TED, Wall Street Journal, LinkedIn, eBay and Samsung. There’s no denying that Wordpress is a robust platform with some amazing plugins, a helpful community and a huge variety of choice in templates for beginners and advanced developers. But whilst Wordpress is fairly simple to use, there is still a steep learning curve for anyone with no experience of setting up and building a website from scratch.
Contact Code Dock London today and discover what a custom CRM would look like for your business. We specialise in creating custom CRM’s and other user experience driven management information systems. For more information, contact us at firstname.lastname@example.org or give us a call at +44 (0)20 3637 8870.