CRM Developers Hiring Guide

Customer Relationship Management Digitized

Managing customer relationships is sales and marketing 101 — in order to thrive and grow as a business, you must nurture existing relationships and develop new ones. Fortunately, there is a simple technological solution in this increasingly digital world: customer relationship management (CRM) platforms. 

These tools have been central to organizations’ business strategies for a number of years, and they have proven pivotal during the COVID-19 pandemic, when many operations, including relationship-growing, have been conducted remotely.

In fact, the Global Customer Relationship Management Market is anticipated to reach $94.4 billion by 2027, a market growth of 11.3% CAGR.

Many CRM solutions already exist, including software from Adobe, HubSpot, Microsoft, Oracle, Salesforce, SAP, and Zoho, to name just a few. But due to the skyrocketing demand for CRMs at businesses in many sectors, some companies are looking to CRM developers to customize existing platforms or build new ones from scratch.

CRM Developers Hiring Guide
  • CRM Developers Hiring Guide 1

    Hiring Guide

  • CRM Developers Hiring Guide 2

    Interview Questions

  • CRM Developers Hiring Guide 3

    Job Description

What is a CRM?

A CRM is essentially a system that facilitates communication between businesses and customers. Organizations of all types use the information stored in it to:

  • Automate critical customer service measures
  • Generate and deploy sales and marketing materials, such as email campaigns
  • Glean key insights
  • Handle customer service, including questions and complaints
  • Increase sales
  • Manage deals
  • Manage lead generation
  • Monitor the progress of client relationships and initiatives
  • Organize information and data about customer behaviors and habits
  • Simplify processes
  • Track data and analytics about specific customers or overall campaigns

Some CRMs are relatively simple, while others are more complex. Many businesses choose to customize their platforms, adding the features that are most important for their particular needs.

What is a CRM developer?

When businesses and organizations need customized CRM platforms, they turn to specialized CRM developers. These development professionals have deep knowledge about how to work with this software and are equipped with the skills to both customize it and build it from scratch. 

The CRM developer will also look at the business’ overall needs to determine how they can best support them and work with various departments to integrate the software with existing or forthcoming systems, such that everything runs smoothly and cohesively.

The developer can have a huge impact on the overall organization and the way in which it manages relationships with customers. Because of these benefits, CRM developers are in high demand.

What benefits do CRMs offer businesses?

CRMs are primarily vehicles for handling business-client relationships and, as such, they offer a number of benefits. For example, you can track analytics and feedback on customer behaviors and responses to campaigns. You can even deploy campaigns from within the CMR in many cases.  These tools allow you to hone and improve your overall marketing strategies by informing you about how to best target your efforts and where you are operating most successfully. You can also store critical consumer information, as well as handle communications within individuals and larger groups.

What is a plugin?

Plugins have several functions. Essentially, they extend certain functions of the CRM, allowing it to carry out operations beyond the core features of the platform, altering the way it behaves. It also enables you to collect information about customers.

What are some mistakes businesses make when incorporating CRMs?

Naturally, any range of hiccups can occur when you’re building or modifying a CRM. Some common causes of mishaps are:
  • Lack of communication
  • Lack of clarity about requirements and objectives
  • Changing requirements
  • Problems with the existing infrastructure
  • Lack of buy-in among staff
  • Insufficient security
  • Insufficient training on how to use the CRM
  • Attempting to integrate additional technology without the proper tools

What is a CRM workflow?

A workflow includes steps you must take in order to meet key objectives for or within the CRM. You must perform them in a certain sequence to meet the end goal.

What are the 3 types of CRMs?

There are several types of CRMs. The 3 main ones are: Operational: This type streamlines the processes within a business, helping them generate and capture new leads. Analytical: An analytical CRM allows organizational leaders to obtain and use data to better inform their strategies. Collaborative: A collaborative CRM facilitates distributing information across different departments and teams, allowing them to work in harmony to meet customer needs.

We are in search of a results-driven CRM developer, specializing in Microsoft Dynamics and other CRM technologies and platforms. You will work closely with the software development team to create solutions.


  • Work with stakeholders to discuss and assess requirements
  • Research requirements
  • Keep stakeholders informed about all efforts
  • Design and build new, customized, scalable CRM platforms 
  • Identify and address holes within current systems
  • Scale and maintain current platforms
  • Collaborate with team members, including business analysts and QA analysts
  • Carefully document all efforts 
  • Create project roadmaps
  • Develop training materials and provide training as appropriate
  • Unit-test all code
  • Address any bugs in the code
  • Migrate existing systems to the CRM
  • Align CRM goals with business objectives
  • Integrate CRMs with third-party platforms
  • Maintain a consistently high level of quality in all software

Skills and Qualifications

  • At least 5 years of experience building CRMs
  • Experience with programming languages including Java, JavaScript, C++, Python, or C#
  • Knowledge of major relevant systems and platforms, such as Microsoft Dynamics and Salesforce
  • Problem-solving, collaboration, analytical, time-management, and communication skills
  • Bachelor’s degree in computer science, software development, or a related field
  • Optional: CRM certification

Related Pages

CRM Developers Hiring Guide 5

CRM Trends to Put on Your Radar

From AI to IoT integrations, there are numerous trends and advancements taking place in the CRM space that developers and leaders must be aware of.

From hiring a skilled developer, to perform a comprehensive analysis of the business.

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