Custom Customer Relationship Management (CRM)

CRMs are oftentimes the cornerstone of a business, after all, that is where most of your prospect and client data resides. The issue we hear over and over again is–while it appears to make sense to use an out-of-the-box CRM, they end up being highly complex, costly to implement and often lack the functionality that is needed. They are simply data repositories with some level of configuration and reporting.

At DHx, we believe that they can be significantly more!

Over the past few years we have designed and built a number of CRM systems that meet the specific needs of the business. We have not been limited to existing functionality or platforms that are not configurable enough to meet the objectives. 

For example, we've used drag and drop functionality—making it easier for the user to progress prospects and transactions through the customer lifecycle. Grouping mechanisms help coordinate teams around potential projects utilizing visual mechanisms like automatic color changes that reflect status changes on opportunities with built-in notifications. The goal is to create real-time communications between team members. Yes, there are cases where off-the-shelf products will work and work well, but if you have complex workflows or diverse partner and sales ecosystems, building a custom CRM may be the right answer for you.

• Does your current CRM work for your business?
• Is your current CRM flexible and configurable?
• Do you have robust reporting and notification systems?
• Are your teams engaged and are they using your current CRM to its fullest potential?
• Is your CRM integrated directly with other applications or are you reliant on manual processes to connect the dots?

If you think you may benefit from a custom CRM system, we should talk!