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What should be considered in implementation of custom CRM or ERP solution in 2025?

What should be considered in implementation of custom CRM or ERP solution in 2025?

Author: Dusan Daniska
CRM & ERP implementation expert

Is your company growing so fast that you need to implement your custom CRM (Customer Relationship Management) or ERP (Enterprise Resource Planning) solution? Congratulations, you are a successful startup.

Now you are facing a question that has been asked by many other startups like yours: "How should I improve management of my company to withstand this grow and to keep my customers well-served and satisfied?".

Simple advise is: Get your CRM or ERP.

But to get better advise, you need to get answers on some additional questions.

Custom CRM or off-the-shelf?

The main difference between custom CRM and off-the-shelf CRM lies in their level of personalization and flexibility.

Choosing a custom CRM might be the best option if your business has very specific needs or requires a solution that can grow and scale in a highly tailored way. Here are a few reasons why you might want to go with a custom CRM: implementation of unique business processes, scalability in the future to cover further growth, long-term support or simplicity of usage by avoiding unnecessary features.

Choosing an off-the-shelf CRM could be the better choice if you’re looking for a quick, cost-effective solution with proven reliability. With such, you'll get your CRM faster and probably at lower costs, but you'll need to cope with limitations of the provided solution.

What should be considered in implementation of custom CRM or ERP solution?

When implementing a custom CRM or EPR solution, there are several important factors to consider to ensure successful deployment and long-term usability:

  • Business Requirements & Goals
  • Integration with Existing Systems
  • User Experience (UX) and Interface Design
  • Scalability
  • Security
  • Customization and Flexibility
  • Training and Support
  • Data Analytics & Reporting

When done right, implementing a custom CRM or ERP can dramatically improve business operations, but it’s critical to carefully plan each step of the process to avoid costly mistakes. What stage are you at in your implementation process?

We in wai.blue have enough experience to help you analyze these factors and find the best solution for your growing business.

What should be considered in implementation of custom CRM or ERP solution in 2025?
What should be considered in implementation of custom CRM or ERP solution in 2025?
(source: www.pixabay.com, www.freepik.com)

How the custom CRM is implemented?

The process of implementing a custom CRM system involves several key stages. Each stage is important for ensuring that the system is tailored to your business’s needs and integrates well with your existing workflows. See table below summarizing main phases of such implementation.

Phase Tasks to be performed
Discovery & Requirements Gathering Organize stakeholder interviews
Develop business processes mapping
Define key features
Set clear objectives
System Design & Customization Choose platform and technology stack
Define user roles and their permissions
Define models, views and controllers
Integration Planning Identify integration needs
Select data migration strategy
Provide integration testing
Development & Configuration Perform system development
Customize platform
Perform comprehensive testing
User Training & Documentation Organize training sessions
Create full and comprehensive documentation
Get feedback from real users
Continuous Improvement & Updates Implement new features based on user feedback
Update systems and platforms to make it secure

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