For Marketing Unit
The marketing unit’s activity heart is maximizing contacts with potential customers and thus, the business income, so the level of leads’ management is decisive.
1. Campaign management unit: for the promotion goals, it is highly advisable to organize campaigns with multiple events, using digital and offline tools. For instance, while promoting a company event and using email newsheets in a flow with Facebook ads, a CRM campaign marketer‘s unit eventually tracks customers’ activities and sums up the outcome, thereby, keeping all the marketing departments up-to-date.
This unit’s cost ranges from $8 000, with a 4 months-development process
2. Customer segmentation unit: within a marketer’s promotion activities, segmenting users and proposing the best content for them is crucial, involving supplementary tools like charts, filters, and previews
This unit’s cost starts from $5 000
3. Analytics unit: this important tool categorizes the data from marketing campaigns in a marketer’s dashboard according to the needs (cost, success, and target auditory), with prompt actual results’ tracking and checking (the campaign success, its best investment return).
The forecasting and planning unit is about $5 000 up
For Sales Unit
Bearing responsibility for the company’s revenue, with all this, a sales team works with people. This is why the sales teams features primarily entail Accounts, and Leads section, Opportunities section, and such:
1. Account and lead management unit: he sales funnel term is the core sales concept, following all the way from the newly created lead to the final trade, with the info entered step-by-step. The more fields this unit has, the more revenue your customized CRM will attract (with personal lead’s data, filtering, and various grouping options.)
The account and lead management unit’s cost is from $10 000
2. Analytics unit: either an analytical diagram or a dashboard is needed here, to group and filter the information in a pull-down menu, and a color listing option for marking data.
This unit’s cost ranges from $5 000
3. Forecasting and planning unit: includes features of setting new goals, devising strategies and individual plans, creating reminders, and assigning a proper sales manager to each target
The forecasting and planning unit is about $5 000 up
For Customer Support Unit
Customer support managers are in charge of client success and product satisfaction, so talking to clients through live chats and calls, emails, and messages, responding swiftly to user’s requests:
1. Help Desk unit: provides integrated integration with email services, social media messengers, and facilitated calls’ receival, empowering success managers to create tasks and appoint them to certain executives
This unit’s cost starts from $10 000
2. Knowledge-base unit: a dream option for a purposeful manager, having a keen eye on a product peculiarity and so, quick access to the valid information to comprehensively support their clients.
This unit’s cost is about $5 000 and above
3. Service Analytics unit: finally, similar to marketing and sales’ specialists, it gives you all the customer stats gathering and combining data from all possible channels like phone calls, tickets, social networks, and emails.
This unit’s cost ranges from $8 000 up
Incorporating Specific Features into Your Custom CRM
Depending on your company type and your sales’ team needs, it sometimes becomes necessary to add particular functionality, increasing the cost of your CRM with your company productivity altogether, and so be acquainted with particularly pertinent CRM features:
1. Marketing unit: segmentation functionality; cloud services (more secure and adaptable storage base profitable for growing businesses); computerized email marketing with automated notifications to specific customer segments.
2. Sales unit: sales pipeline monitoring (leading all the way from the first lead till the final deal); seamless uploading and storing documents linked to the cloud; calendar tool (including Google Calendar, with clients’ schedules synced with their activities, and reminders in a CRM system); analytics and reporting - algorithms that draw performance diagrams and graphs that track sales managers’ and campaigns’ effectiveness, with added filters to enhance the system; CRM integration via API - this option is beneficial both if you’re planning to build a CRM from zero to offer SaaS services to other companies or use it for your own enterprise.
3. Support team:chatbots and AI which is a popular tool for your support team providing automatic answering FAQs, supporting trainings and planning joint team meetings; cutting-edge data protection with the advanced security credentials.