{"id":4654,"date":"2023-08-23T11:13:58","date_gmt":"2023-08-23T10:13:58","guid":{"rendered":"https:\/\/liminal.pt\/martech-magazine\/?p=4654"},"modified":"2023-11-16T13:30:05","modified_gmt":"2023-11-16T12:30:05","slug":"como-desenvolver-um-crm-personalizado","status":"publish","type":"post","link":"https:\/\/liminal.pt\/martech-magazine\/como-desenvolver-um-crm-personalizado\/","title":{"rendered":"Como desenvolver um CRM personalizado?"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Deve ser a tecnologia a espelhar a realidade do neg\u00f3cio, e n\u00e3o o neg\u00f3cio a adaptar-se \u00e0 tecnologia. Construir um <a href=\"https:\/\/liminal.pt\/produtos\/crm.html\" target=\"_blank\" rel=\"noreferrer noopener\">CRM (Customer Relationship Management)<\/a> personalizado \u00e9, muitas vezes, um desafio, mas n\u00e3o \u00e9 imposs\u00edvel, e plataformas como o HubSpot ou o Zoho t\u00eam a possibilidade de desenvolver m\u00f3dulos \u00e0 medida, para que a plataforma reflita ao m\u00e1ximo os processos da sua empresa. Descubra abaixo quais os benef\u00edcios de construir um CRM personalizado e como o fazer em <a href=\"https:\/\/liminal.pt\/zoho.html\" target=\"_blank\" rel=\"noreferrer noopener\">Zoho<\/a> e <a href=\"https:\/\/liminal.pt\/hubspot.html\" target=\"_blank\" rel=\"noreferrer noopener\">HubSpot<\/a>.<\/p>\n\n\n\n<p class=\"has-text-align-center has-medium-font-size wp-block-paragraph\"><a href=\"https:\/\/liminal.pt\/ebook-como-escolher-crm\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>eBook: Como Escolher um CRM?<\/strong><\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Quais os benef\u00edcios de ter um CRM personalizado?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Geralmente, as empresas que t\u00eam processos muito espec\u00edficos beneficiam mais em ter um CRM personalizado do que trabalhar apenas com uma tecnologia standard e que nem sempre espelha as necessidades espec\u00edficas da empresa. Ao ter um CRM que se molda de forma perfeita ao seu modelo de neg\u00f3cio e processos habituais, conseguir\u00e1 obter v\u00e1rias vantagens, nomeadamente:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Plataforma que responde \u00e0s reais necessidades do seu neg\u00f3cio;<\/li>\n\n\n\n<li>Aumento da agilidade dos processos de neg\u00f3cio;<\/li>\n\n\n\n<li>Estrutura\u00e7\u00e3o do processo de contacto com clientes e leads;<\/li>\n\n\n\n<li>Melhor organiza\u00e7\u00e3o de dados e informa\u00e7\u00e3o sens\u00edvel;<\/li>\n\n\n\n<li>Conex\u00e3o entre os diferentes departamentos da empresa;<\/li>\n\n\n\n<li>Crescimento e desenvolvimento cont\u00ednuo;<\/li>\n\n\n\n<li>Redu\u00e7\u00e3o do tempo do ciclo de vendas;<\/li>\n\n\n\n<li>Comunica\u00e7\u00e3o personalizada.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Como \u00e9 feita a personaliza\u00e7\u00e3o de um CRM?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Plataformas como o <a href=\"https:\/\/www.hubspot.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">HubSpot<\/a> ou o <a href=\"https:\/\/www.zoho.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Zoho<\/a> permitem criar novos m\u00f3dulos totalmente personalizados, al\u00e9m dos m\u00f3dulos habituais j\u00e1 existentes num CRM: Contactos, Contas e Oportunidades Comerciais. Este tipo de desenvolvimento no CRM \u00e9 particularmente interessante para empresas que t\u00eam processos muito espec\u00edficos e complexos no seu dia-a-dia, como por exemplo imobili\u00e1rias.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Antes de fazer a personaliza\u00e7\u00e3o do CRM \u00e9 importante avaliar todas as necessidades do neg\u00f3cio para, depois, perceber quais as personaliza\u00e7\u00f5es que ter\u00e3o de ser feitas. Todo este processo dever\u00e1 ser acompanhado por consultores especializados em MarTech, como a <a href=\"https:\/\/liminal.pt\/\" target=\"_blank\" rel=\"noreferrer noopener\">Liminal<\/a>, para ter a certeza que a personaliza\u00e7\u00e3o vai ao encontro das reais necessidades da empresa e de que a tecnologia est\u00e1 a ser aproveitada ao m\u00e1ximo para maximizar os resultados do neg\u00f3cio. Al\u00e9m disso, geralmente estas personaliza\u00e7\u00f5es necessitam de manuten\u00e7\u00e3o para que se adaptem ao crescimento da empresa e a novas necessidades que v\u00e3o surgindo no decorrer da utiliza\u00e7\u00e3o do CRM.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Conte com o apoio de especialistas para a implementa\u00e7\u00e3o do CRM<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Uma das melhores formas de garantir que a <a href=\"https:\/\/liminal.pt\/produtos\/crm.html\" target=\"_blank\" rel=\"noreferrer noopener\">implementa\u00e7\u00e3o do CRM<\/a> \u00e9 bem sucedida \u00e9 contar com especialistas na tecnologia, que apoiam todo o processo de implementa\u00e7\u00e3o, forma\u00e7\u00e3o e ado\u00e7\u00e3o do sistema.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Enquanto especialistas em MarTech, como <a href=\"https:\/\/liminal.pt\/produtos\/crm.html\" target=\"_blank\" rel=\"noreferrer noopener\">CRM<\/a> ou <a href=\"https:\/\/liminal.pt\/produtos\/automacao-de-marketing.html\" target=\"_blank\" rel=\"noreferrer noopener\">Automa\u00e7\u00e3o de Marketing<\/a>, a <a href=\"https:\/\/liminal.pt\" target=\"_blank\" rel=\"noreferrer noopener\">Liminal<\/a> ajuda a selecionar, adaptar e implementar as tecnologias necess\u00e1rias e ideais para a sua empresa, guiando e acompanhando todo o processo. Desta maneira, garantimos que os objetivos s\u00e3o cumpridos e que \u00e9 tra\u00e7ado o in\u00edcio do caminho para o sucesso. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/liminal.pt\/produtos\/crm.html\" target=\"_blank\" rel=\"noreferrer noopener\">Fale connosco<\/a> e comece j\u00e1 a implementa\u00e7\u00e3o de um CRM na sua empresa.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><a href=\"https:\/\/liminal.pt\/produtos\/crm.html\" target=\"_blank\" rel=\"noopener noreferrer\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"646\" height=\"226\" src=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/falar-com-especialista2.png?resize=646%2C226&#038;ssl=1\" alt=\"crm, gest\u00e3o de leads, crm personalizado\" class=\"wp-image-2782\" srcset=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/falar-com-especialista2.png?w=646&amp;ssl=1 646w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/falar-com-especialista2.png?resize=300%2C105&amp;ssl=1 300w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/falar-com-especialista2.png?resize=600%2C210&amp;ssl=1 600w\" sizes=\"auto, (max-width: 646px) 100vw, 646px\" \/><\/a><\/figure>\n<\/div><div class=\"rtng-rating-total\" data-id=\"4654\"><span class=\"rtng-text rtng-title\">Feedback<\/span><div class=\"rtng-star-rating rtng-no-js \" data-rating=\"100\">\n\t\t\t\t\t<div class=\"rtng-star\" data-rating=\"1\">\n\t\t\t\t\t\t<span class=\"dashicons dashicons-star-filled\"><\/span>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div class=\"rtng-star\" data-rating=\"2\">\n\t\t\t\t\t\t<span class=\"dashicons dashicons-star-filled\"><\/span>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div class=\"rtng-star\" data-rating=\"3\">\n\t\t\t\t\t\t<span class=\"dashicons dashicons-star-filled\"><\/span>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div class=\"rtng-star\" data-rating=\"4\">\n\t\t\t\t\t\t<span class=\"dashicons dashicons-star-filled\"><\/span>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div class=\"rtng-star\" data-rating=\"5\">\n\t\t\t\t\t\t<span class=\"dashicons dashicons-star-filled\"><\/span>\n\t\t\t\t\t<\/div><\/div><span class=\"rtng-text rtng-total\">5 de 5 estrelas. 1 votos.<\/span><\/div><form action=\"\" method=\"post\" class=\"rtng-form\" data-id=\"4654\"><input type=\"hidden\" name=\"rtng_show_title\" value=\"1\"><span class=\"rtng-text rtng-vote-title\">O meu feedback:<\/span><div class=\"rtng-star-rating rtng-no-js rtng-active\" data-rating=\"\"><label class=\"rtng-star\" data-rating=\"1\">\n\t\t\t\t\t<input type=\"radio\"  name=\"rtng_rating[0]\" value=\"1\" \/>\n\t\t\t\t\t<span class=\"dashicons dashicons-star-empty\"><\/span>\n\t\t\t\t<\/label><label class=\"rtng-star\" data-rating=\"2\">\n\t\t\t\t\t<input type=\"radio\"  name=\"rtng_rating[0]\" value=\"2\" \/>\n\t\t\t\t\t<span class=\"dashicons dashicons-star-empty\"><\/span>\n\t\t\t\t<\/label><label class=\"rtng-star\" data-rating=\"3\">\n\t\t\t\t\t<input type=\"radio\"  name=\"rtng_rating[0]\" value=\"3\" \/>\n\t\t\t\t\t<span class=\"dashicons dashicons-star-empty\"><\/span>\n\t\t\t\t<\/label><label class=\"rtng-star\" data-rating=\"4\">\n\t\t\t\t\t<input type=\"radio\"  name=\"rtng_rating[0]\" value=\"4\" \/>\n\t\t\t\t\t<span class=\"dashicons dashicons-star-empty\"><\/span>\n\t\t\t\t<\/label><label class=\"rtng-star\" data-rating=\"5\">\n\t\t\t\t\t<input type=\"radio\"  name=\"rtng_rating[0]\" value=\"5\" \/>\n\t\t\t\t\t<span class=\"dashicons dashicons-star-empty\"><\/span>\n\t\t\t\t<\/label><\/div><noscript><input type=\"submit\" name=\"rtng_add_button\" class=\"rtng-add-button\" value=\"Rate\" \/><\/noscript>\n\t\t\t\t<input type=\"hidden\" name=\"rtng_object_type\" value=\"post\">\n\t\t\t\t<input type=\"hidden\" name=\"rtng_object_id\" value=\"0\">\n\t\t\t\t<input type=\"hidden\" name=\"rtng_post_id\" value=\"4654\"><input type=\"hidden\" id=\"rtng_nonce_button\" name=\"rtng_nonce_button\" value=\"b5f424d18a\" \/><input type=\"hidden\" name=\"_wp_http_referer\" value=\"\/martech-magazine\/wp-json\/wp\/v2\/posts\/4654\" \/><\/form>","protected":false},"excerpt":{"rendered":"<p>Deve ser a tecnologia a espelhar a realidade do neg\u00f3cio, e n\u00e3o o neg\u00f3cio a adaptar-se \u00e0 tecnologia. Construir um CRM (Customer Relationship Management) personalizado \u00e9, muitas vezes, um desafio, &hellip; <\/p>\n","protected":false},"author":2,"featured_media":4657,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_post_was_ever_published":false},"categories":[65],"tags":[197,1229],"class_list":["post-4654","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm","tag-crm-a-medida","tag-crm-personalizado"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Como desenvolver um CRM personalizado? | Martech Magazine<\/title>\n<meta name=\"description\" content=\"Descubra quais os benef\u00edcios de construir um CRM personalizado e tamb\u00e9m como garantir que o sistema contribui para os resultados do neg\u00f3cio.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/liminal.pt\/martech-magazine\/como-desenvolver-um-crm-personalizado\/\" \/>\n<meta property=\"og:locale\" content=\"pt_PT\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Como desenvolver um CRM personalizado? 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