No-Code CRM Benefits & 7 Use Cases in 2023

Source: Google Trends

Figure 1. Interest in no code platforms.

The concept of “no-code” has been increasingly popular in recent years (See Figure 1). No-code platforms have swiftly grown to be an essential tool for businesses who want to remain competitive in an increasingly digital market. They offer a way for firms to create digital solutions without any need for expertise in programming.

This article will examine the potential effects of no-code on customer relationship management (CRM) and how businesses might use it to their advantage.

What is no-code?

The term “no-code” refers to the development of software applications without the assistance of typical coding or programming languages. According to Gartner, by 2025, 70% of new apps created by enterprises will use low-code or no-code technologies, up from less than 25% in 2020. 

By dragging and dropping pre-built components, users may construct and customize apps using these platforms’ easy to use, visual interfaces. As no coding required, these platforms give businesses the ability to swiftly build, test, and deploy solutions to match their specific needs without extensive coding skills.

Benefits of no-code in CRM

1- Unlimited customization

Without the limits of pre-built solutions, no-code platforms enable businesses to design custom CRM apps that suit their specific demands and workflows. As no-code platforms are fully customizable, they can help companies optimize operations, increase efficiency, and improve customer experiences by allowing users to tailor their own custom CRM system.

2- Enhanced User Interface (UI)

No-code CRM platforms provide user-friendly interfaces that are intuitive and simple to use for non-technical individuals. This enables businesses to design apps with visually appealing and user-centric user interfaces, thereby enhancing user adoption and ensuring employees have quick and easy access to the information they need.

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3- Automating repetitive tasks

Building a CRM with no-code capabilities can assist companies in automating repetitive tasks, freeing up time and resources for employees to focus on more strategic efforts. No-code platforms can significantly boost organizational productivity and efficiency by streamlining workflows and decreasing labor intensive tasks.

4- Reduced downtime

By empowering non-technical users to make changes and develop applications without the need for complex coding, no-code platforms significantly reduce the time spent on development and deployment. Additionally, no-code solutions offer seamless integrations and allow for real-time updates, ensuring that CRM systems are always up-to-date and functional. As a result, businesses can maintain continuous and efficient CRM operations, minimizing any potential downtime that might impact customer relationships and overall productivity.

5- Better team alignment

No-code platforms can facilitate collaboration between different departments within an organization, such as marketing, sales, and customer support. By creating custom applications that integrate with their own CRM systems, employees from various departments can work together on shared projects, access real-time customer data, and communicate more effectively.

6- Error reduction and easy troubleshooting

No-code CRM platforms reduce the likelihood of errors stemming from manual coding and complex development processes. With a visual, drag-and-drop interface, business users can create and modify applications with greater accuracy and ease. Additionally, no-code platforms often include built-in error detection and troubleshooting features that help identify and resolve issues more quickly, further minimizing the potential for production downtime.

Core features of no-code platforms

Drag-and-drop interface: No-code platforms often provide a user-friendly, visual interface that enables users to create applications by dragging and dropping items like forms, buttons, and text fields onto a canvas.

Pre-built templates and components: No-code platforms provide pre-built templates and components that can be easily altered to meet particular demands in order to speed up the development process.

Visual workflow builder: No-code solutions let users construct and manage complicated processes without writing any code by utilizing a visual builder to design and automate workflows.

Source: Flokzu

Figure 1. Example of a no code visual workflow.

Data management and integration: Built-in capabilities for managing and integrating data from diverse sources, such as databases, APIs, and third-party applications, are often offered by no-code platforms.

Collaboration and access control: No-code solutions often come with tools for controlling user privileges, roles, and collaboration to make sure that only the appropriate users have access to the right resources on the platform.

Responsive design: Users usually are able to develop applications using no-code platforms, guaranteeing that the applications function correctly across a variety of devices and screen sizes.

Security and compliance: No-code platforms place a high priority on security and compliance by offering built-in solutions to safeguard data, control user access, and make sure that rules particular to the industry are followed.

App hosting and deployment: No-code platforms often come with choices for hosting and deploying apps, making it simple for users to launch and manage their own solutions.

Analytics and reporting: Many no-code solutions come with integrated analytics and reporting capabilities that let users keep tabs on critical metrics like application performance and user engagement.

Top 7 no-code CRM use cases

1- Sales process automation

Code-based CRM systems often involve complex coding and dependence on IT support for modifications. With no-code platforms, sales teams can easily build custom applications that enhance CRM sales processes, such as automating lead qualification or streamlining sales forecasting.

2- Lead & opportunity management

No-code platforms can help businesses automate and streamline the lead and opportunity management process by creating custom applications that integrate with CRM systems. For example, businesses can build applications that automatically qualify leads based on specific criteria or use machine learning algorithms to prioritize opportunities based on their likelihood of conversion.

3- Custom sales pipeline stages

No-code platforms enable sales teams to create custom sales pipeline stages that align with their unique sales processes. With a tailored sales pipeline, teams can better manage their leads and opportunities and gain more accurate insights into their sales performance. In contrast, traditional CRM systems may require coding expertise or IT support to modify pipeline stages.

4- Personalized marketing campaigns

Traditional CRM systems often require IT support to make changes, leading to longer implementation times and limited customization options. No-code platforms enable marketing teams to create custom applications for CRM systems without requiring coding expertise, resulting in faster deployment and greater flexibility in designing and executing personalized, multichannel marketing campaigns.

5- Event management

Event management can be simplified using no-code platforms by creating custom applications that integrate with CRM systems, streamlining event planning, registration, and attendee tracking.

6- Custom reporting and data visualization

Traditional CRM systems often require coding skills for creating custom reports, which can be time-consuming and limit the accessibility of valuable insights for business users. No-code platforms empower non-technical users to create custom reports and data visualizations based on CRM data, fostering a data-driven culture within the organization.

7- Location-based services

No-code platforms empower businesses to create custom applications that incorporate location-based services, such as mapping customer locations, optimizing sales routes, or visualizing regional sales performance. In comparison, traditional CRM systems may require coding expertise or third-party tools to integrate location-based functionalities.

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