Integrating CRM into Business Processes: Time Savings for Business

Did you know that 97% of teams that implemented CRM achieved or even exceeded last year’s sales targets? In fact, this is not surprising, since a human being physically cannot process the volume of information that software solutions handle, if not instantly, then in a matter of seconds.

Just imagine — a single tool can replace an entire team. With qualified managers, a CRM can become a solution that increases the productivity of a hypothetical sales department by hundreds of times. And no, we are not claiming it is a miraculous software that works autonomously. But we insist that with it, you will definitely feel the difference in efficiency and profitability of the enterprise.

Much has already been said about CRM, so at BuildApps we will not reinvent the wheel. We will simply explain in practice why this type of system is literally needed by every company.

Interested? Read on...

Companies that implement AI-powered CRM exceed their sales targets 83% more often. Why is that? There are several reasons:

1. Manual work is replaced by an automated system. If previously your staff stored and processed information about clients and orders in different programs, now it is a single dashboard. Automated, moreover.
2. Data is clearly structured and provided on request. For example, a client calls, and the manager immediately sees information about them, order ID, request status, and other details that would otherwise have to be searched manually.
3. The platform synchronizes with other tools. Previously, clients were asked to wait until payment or availability information reached the manager, but now this data can be updated in real time—faster than the customer could contact for purchase confirmation.

Does it seem that CRM is only for e-commerce and similar business niches? In practice, this tool is useful for all types of companies where there are any kind of sales.

Anywhere there are transactions with clients and partners, or where there is a need to collect, store, and analyze user data. Literally — everywhere. Specifically, CRM is definitely useful for the following industries:

B2B / Manufacturing / Distribution

Partner, dealer, tender management, purchase history, demand forecasting

Financial Services (BFSI)

Client portfolio management, communication automation, AML monitoring, licensing

Retail / eCommerce

Offer personalization, client segmentation, automated campaigns, purchase analytics

IT and SaaS Companies

Sales funnel, lead management, customer support, onboarding, upsell/cross-sell

Education / EdTech

Student database management, admission automation, parent communication, performance analytics

Healthcare / Medical Institutions

Patient record management, reminders, communication, treatment history

Real Estate / Architecture

Object and client database, automated showings, communication with investors

HR / Recruitment

Candidate database management, job posting automation, employer communication

Tourism / Hospitality

Offer personalization, booking management, loyalty, review processing

Agro / Farming

Supplier database management, seasonal planning, partner communication

Logistics / Transport

Order tracking, client communication, route management

Legal / Consulting Services

Case management, client communication, automation of reminders and documents

Construction / Equipment / B2B Services

CRM for tenders, project management, customer support
Of course, this is not a complete list, but even from this it becomes clear that CRM is not just about optimizing sales processes. Modern systems have long gone beyond outdated Excel sheets or archaic databases with hastily “glued-on” GUIs. Don’t believe it? Take a look at our vision of an effective CRM (supported by case studies).

Forget everything you have been told about “ideal” CRM. First — ideals do not exist. Second — you choose the functions your business needs. We only give advice based on our own experience. And it tells us the following:

CRM Feature

Why It Is Valuable for the Company

Single Customer Database (360° Profile)

Provides a complete overview of interaction history, improving service quality and personalization

Sales Automation

Reduces time on routine tasks, allows managers to focus on conversion and deal closing

Customer Segmentation

Enables targeted offers, relevant campaigns, and increased ROI

Integration with Email, Phone, Messengers

Creates a single communication field, reduces lost leads, improves manager response

Lead Generation Functionality

Helps identify potential clients, automatically collect inquiries from the website, social media, etc.

Analytics and Reporting

Enables data-driven decision-making, KPI tracking, sales forecasting

Mobile Version / App

Provides access to CRM from anywhere, critical for remote or field teams

Reminders and Tasks

Improves client management discipline, reduces the risk of lost deals due to human error

Integration with Accounting / ERP

Simplifies financial control, allows visibility of the full cycle from lead to payment

Roles and Access Rights

Protects data, allows access configuration based on job responsibilities

Change History / Logging

Ensures transparency, allows tracking employee actions and avoiding mistakes

AI Modules (Forecasting, Chatbots)

Increase efficiency, automate responses, improve customer experience.
So, ready to boost sales with a new CRM, or do you need additional consultation? We offer everything at once.

The key in the process of creating and implementing CRM is proper analysis of enterprise needs and focus on functions truly valuable for business. You do not need all the package features or a comprehensive platform. Otherwise, you will pay for unnecessary things your staff will never even use.

At BuildApps, we practice personalized CRM development. So before starting on design and code, we ensure the future product meets business goals and addresses its pains. We solve company problems using useful tools.

Want to discuss your project? Contact our manager!