Customer relationship management (CRM) is the combination of practices, strategies and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle, with the goal of improving customer service relationships and assisting in customer retention and driving sales growth.

Importance of CRM

Customer Relationship Management allows businesses to manage customer relationships including the data and information associated with the companies. The right CRM acts as a dashboard where you can manage your sales, marketing, customer service and support, tracking customers response, and assigning tasks to employees. A good CRM solution builds value by opening up vital communication channels and creating a common client-focused knowledge base.

CRM system makes it easier for everyone inside your company to work together and share your ideas, strategies, plan of action and goals, that all comes together to keep your customers satisfied and loyal.

Types of CRM:

CRM systems are classified into two types
On premise CRM system
On demand CRM system

On premise CRM system

Depending upon the company requirements they will design a basic CRM system with required modules and functionalities. Most probably small to mid level companies design their custom CRM system for their business process.

On demand CRM system

Customers can choose their best CRM according to their specifications. We have three basic CRM systems.

• Strategic CRM
• Operational CRM
• Analytical CRM
• Collaborative CRM
• Strategic CRM - It’s a core customer centric strategy that aims at gaining and keeping profitable customers.
• Operational CRM - It focus on customer facing processes such as selling, marketing and customer service.
• Analytical CRM - Focus on business intelligence depending on the data collected from customers.
• Collaborative CRM - Customer collaboration through various communication channels is the primary responsibility of this CRM.

Different types of CRM systems have different features and applications. It is important for the business to first decide its goal and future strategies for implementing a CRM system. That’s where we developed Django CRM according to a mid level company needs and requirements.

Django CRM

Django-CRM, it has been developed by MicroPyramid with top notch technology. Django-CRM is a fully open source CRM software solution. It allows companies to customize and integrate customer-facing business processes to build and maintain profitable relationships. Django-CRM enables businesses to create customer relationships with an innovative, flexible and affordable CRM solution. Django-CRM makes Cost effective, adaptable and Easy to use for small and medium-sized businesses

Django CRM consists of a historical view and analysis of all the acquired or to be acquired customers. This helps in effective searching and correlating customers and to foresee customer needs effectively and increase business. It consists of 6 Modules named Leads, Accounts, Contacts, Opportunities, Cases, and Users where Users are going to be part of an Organisation taking over the Leads or Business. Going ahead we will discuss in deep about these modules.

Lead, this can be a person or organization which has the potential to do business with. A Lead can be contacted from any Organisation or it can be an Individual Person. Here they add Name of the Lead which can be a Business name or Individual name. Next, they add their contact name if it’s an Organisation and their contact details. Next, their Source of Lead and Lead status will be Updated. We go through that lead and taking all these details, scenarios and effects into consideration we may qualify that lead and convert it into account. If the business continues we will keep that account if not we will close that account after completing the project.

Once the qualified Lead is converted, an Account will be created by default for that particular scope of work. Where that particular contact will be the point of contact throughout the business process and will be assigned to a user to look after the lead. If the business continues we will keep that account if not we will close that account after completing the project.

Once the project is initiated, corresponding milestones and targets will be assigned to the respected team. In the development phase, they might encounter different issues and bugs. We can track these bugs and issues by filing a ticket in Case module. We can assign that ticket to a particular team and it can be resolved in time. It’s very easy to track the project status and updates by using this case module which enacts like project management tool. Once the Required Development is done, the Lead will be converted into Closed Status and in future, if the same Lead needs to have some Enhancement, It can be reopened and assigned back again. Here ends the detailed brief of Django-CRM with all the modules and their uses present right now.

Advantages of Django CRM

• A dashboard where you can track the complete sales cycle.
• Django CRM also includes a module for project management.
• A user-friendly CRM with most updated features.
• Cost-effective solution with the best business models.
• Collaboration between software development teams will be improved.
• Client satisfaction can be achieved by using feedback and queries.

We are Enhancing Django-CRM with more Features and Useful Stuff. You can go through this Present CRM following up the below-mentioned link and credentials to log in.

https://django-crm.micropyramid.com/login/

Credentials:

Username: [email protected]
Password: admin

If Require the code of Django crm go through this link https://github.com/MicroPyramid/Django-CRM. Any doubts get in touch with [email protected]