Understanding Your Requirements Gathering Business Needs Before diving into the development of a custom CRM, it’s crucial to take a step back and really understand what your business needs are. I usually start this phase by sitting down with my team and mapping out our core functionalities. This means identifying the pain points we’re currently […]
Understanding Your Business Needs Identifying Key Features Getting into the mindset of your business is the first step in crafting a custom CRM. Reflect on what specific features would make your team’s life easier. Do you need robust contact management, stellar reporting tools, or maybe lead tracking? Personally, I found the best approach is to
1. Understanding Your Requirements Identify Your Business Needs First things first, before diving headfirst into code, you gotta take a step back and really understand what you’re looking for in a CRM. It’s easy to get lost in the technical stuff, but knowing your business needs is crucial. Picture the kinds of customer interactions you