OK so we’re long overdue a new blog.
This time I thought we’d go a little bit different to the usual type of blog posts you get from CRM Solutions Vendors. So I came up with this “little” blog entry. I hope to give you some insight into how we as a company went from a concept to having a very powerful CRM solution available to our clients. I’ll cover everything from the initial concept and what lead us to developer our own CRM solution from scratch all the way through to the future and how we intend to grow our CRM offering.
In the beginning
Back in 2006 myself (Dave) and Lester were working for another CRM company acting as a resale partner for a large American CRM Vendor.
Over the course of 2 years there were a few common themes that came out of almost all our conversations with clients and leads.
- The system is too complex – lots of features 80% of them unneeded.
- Counter intuitive interface – having to go down a rabbit warren of links/folders to find the information you require
- Not fit for UK business – being American the product was squarely aimed at the American way of selling/sales which doesn’t match or suit UK business sale processes or methodologies.
- While feature rich it was missing a few core features that every CRM should have (you had to pay extra to receive these features!)
- High Cost of ownership.
There were a few more internal issues we as a company were facing while dealing with an American vendor.
- Poor partner support for sales / lead generation – all leads generated via the primary vendor website went to American companies.
- Poor partner technical support – the vendor had NO UK time zone technical support which often meant us working well outside of hours to speak to technical support
- No interest in simplifying the product / tailoring it to the UK market needs.
So one day we decided we could do better ourselves. Our first point of call was checking out all the UK produced CRM systems the initial idea being we would partner with those instead of an American company. However it rapidly became apparent that those solutions were either simply inadequate or copies of American solutions again and therefore not suitable.
Being a developer myself I blurted out something along the lines of “I could write a CRM” and so our process beings.
We started contacting existing clients and building up a list of their “must have” and “nice to have” features. We developed pages of their issues and problems. We analysed their work flows and processes helping us to build up a picture of exactly how UK based businesses operate and function.
Now we knew what we had to make it was time to build it.
The Technology (Why we did it like this)
Now came the process part of how do you write a CRM. We knew where we had to get to we just had to get there.
For the technology we were noticing 2 things. One, Customers didn’t want the expense of an in house hosted server both setup costs and maintenance costs. Two, hosted/cloud based applications were finally starting to build up weight with business and providing a valid business option.
We chose the web based cloud solution. Going this way allows us to maintain performance across all our CRM solutions at once and allows us to grow and maintain the hardware cluster beneath our cloud so we always provide the best service possible without having to arrange visits to client sites or having clients foot the bill for server upgrades etc.
So now we know which route we were going it was time to choose technologies/languages to be used. We chose to go PHP for the underlying coding engine, Linux (of the Debian flavour) for the server OS’s and MySQL for our database technology. Many people ask why we chose the open source route. Well its a valid question I guess.
Linux – Tried tested and highly optimizable. Not to mention using an opensource web server that we could strip out and optimise for high performance by removing unneeded features. Creating a high performance delivery platform.
PHP – A little bit more of a personal choice here we could have used various other languages, ruby, python etc. First up personal choice, I’d been primarily using PHP for a couple of years since that’s the language our American CRM was written in, secondly PHP is a tried and tested platform and has lots of options for optimising from opcode through to custom module support. While many people argue PHP isn’t an enterprise class language this is 100% false and based pretty much of favouritism for their personal language of choice. Sure PHP isn’t without its fault I can list many but it works just fine in high load – high availability – high speed enterprise class applications. The most obvious of which I point you towards is Facebook!
MySQL – Again tried and tested in an enterprise class environment, highly scalable and easy to work with. Also very fast!
So thats the underlying technology – at least the important bits there’s other fancy stuff in there too. Now onto…..
The Development and Results
Having written many enterprise class systems and solutions before I felt fairly confident I could deliver a CRM solution in about 6 months! After all how complex can it be right?
…..wrong.
It took me 3 years in total and 22 different revisions of the system to get to where we are today. We worked closely with clients and contacts to refine the system layer upon layer and nail down the whole work flow and process of data through the system. We provided it free of charge to “beta” clients who helped us refine it further under real world usage.
I’m fairly sure no other CRM vendor has done as much client focus and requirement as we’ve done. Our entire product is based on exactly what you as the client asked for.
Its simple to use. So simple in fact it requires zero training. Its fast. Very Very fast! both in data retrieval (faster than any other CRM by an order of magnitude) and in usage. Any action within the system can be done in seconds including adding leads/contacts etc.
We built a modular core which means that the core product can be customised to client specific needs be that integration with other products or custom data fields or completely brand new modules. One of our clients are City based stock market traders. Our system tracks ALL their trades in real time and calculates company accounts + payroll from the data stored within. Others have gone for a more traditional expenses module or quotation/invoicing module. Because its modular we can do anything we like quickly and easily. It makes customisation for our clients fast to live and also very cost effective compared to the equivalent costs with other vendors.
We have a CRM Solution that is that matches perfectly to the needs of UK based businesses.
Its web based its available 24/7 from anywhere in the world on any device! (the UI adapts to the browsing device). No longer do you as a company need to open up firewalls and risk the security of your corporate network by having internally hosted servers which you also have to support!
We also managed to cram alot of features in the system that other vendors do not have as standard and instead charge extra for. We have document management and storage with unlimited storage space (some charge for storage space!). We have a fully featured and very powerful campaign manager I’ve blogged about previously. Allowing you to do all the email marketing and tracking + reporting you could ever wish for. It also happens to support landing page campaigns and tracking and also postal campaigns with advanced label printing. No more having to mess around with mail merges and excel/word.
There’s also hundreds of little tweaks here and there through out our system again unique to us but they save our clients so much time and effort and importantly money.
Now if I sound like a sale pitch/gushing there I’m sorry I am a developer honest. I’m just very pleased with the product we now have to market and knowing how far its come from where it was to where it is now has made all the effort, long days, no holidays etc all worth it. All our clients love the product and the support both on product and for their business they receive from us. So much so I’m again very proud to be able to state we’ve never lost a client! Yep you read that right once people sign up with us they’ve never had cause to leave even when approached and pitched hard by other CRM vendors offering insane discounts for them to switch.
Even more impressive is we’re one of the most cost effective CRM’s on the market providing the fastest ROI.
OK so to avoid me rambling for much longer I’m going to end here. If you want to know/find out more you’re always welcome to either email me or simply comment on this post.
If you want to see what I’ve been going on about in action you can take the FC CRM Demo.
If you’d like a walk through by myself Request A Demo
If you’d like to take our free trial with your data (We do this because an empty CRM is a useless CRM so we’ll import your data for you to play with it all free!)
Or if you want you can even just call us for a chat about your business and ask us about the challenges we faced as a start up, how we managed it etc. No Sales, No pushy just Director to Director chat about the issues of running and starting your own company.
If you are so inclined you can also contact me on LinkedIn http://www.linkedin.com/pub/david-hinchliffe/2/b3/146 I’m happy to talk to you about anything relating to your business and provide help and insight all for free !