Aug 18, 2023

Have you ever wondered how bespoke software could revolutionise your work?

Whether you’re in sales, finance, HR, admin, or marketing, custom software solutions can streamline your processes, boost your efficiency, and even make your workday more enjoyable.

Today, we’re diving into five job roles that can be significantly enhanced by bespoke software, with a special focus on workflow management and some of our recent case studies.

SalesMarketingFinanceAdministrationHuman Resources       

Sales: Supercharging Success with Custom CRM

In sales, efficiency is vital. By eliminating time-consuming tasks like manual data entry and navigating a clunky CRM, sales professionals can focus more on engaging with leads and closing deals.

A custom CRM, tailored to your sales process, can streamline your workflow, automate repetitive tasks, and provide valuable insights that help you close deals faster.

The key to achieving this goal lies in leveraging technology and automation. A bespoke system can integrate seamlessly with your other tools, provide real-time data, and predict customer behaviour. That’s the power of bespoke software. It’s not just about making your work easier; it’s about transforming the way you sell, helping you build stronger relationships with customers, and ultimately, driving your business forward.



Marketing: Driving Results with Data Management

Whether you’re a junior Marketing Assistant or a seasoned Marketing Director, understanding your business’s audience is vital.

With more data than ever available to marketers, it’s becoming increasingly important that your team has access to the accurate and relevant data that is critical to their day-to-day operations.  Off-the-shelf products often collect a wide range of data sets that are suitable for a wide range of businesses, however, can lack the customisation required to deliver what is most important in a digestible and processable way.

Custom software solutions address this challenge by developing bespoke data funnels that organise marketing metrics in a way that’s easy to manage and analyse.

This not only improves the accuracy of data but also makes it easier for marketing teams to identify trends and gain valuable insights. All whilst ensuring GDPR compliance.

Like with sales, this data can feed back into a custom-built CRM or workflow management tool to enable automatic updates across all of your systems; allowing your marketing team to develop campaigns, audience segmentation, and triggers, all within a few clicks.

It’s not just about making your marketing work easier; it’s about helping you connect with your audience in a more meaningful way, driving engagement, and ultimately, boosting your business’s growth and brand community.

Read about a recent custom CRM system we built for the sales and marketing team at Sussex Signs

Finance: Making Numbers Work with Workflow Software

Finance teams often find themselves juggling multiple systems and complex spreadsheets. This can lead to inefficiencies and errors, which can have serious consequences across all business departments.

Thankfully, with bespoke software, you can eliminate the need for unnecessary manual data entry and free up your finance team to focus on the more critical aspects of their role.

We have built software that can automate data entry, link together large quantities of data, generate real-time reports, and even flag potential issues before they become problems.

Imagine a world where end-of-month reporting is a breeze, not a headache. With custom software and databases, that world is within reach.

On the surface you could think these software solutions are all about making things easier for your finance team, however, it’s more about giving you the tools you need to make smarter financial decisions, making your team more productive in the process.

Admin: Boosting Efficiency with Multiple Integrations

Admin roles are all about organisation and efficiency. But with so many tasks to manage, from scheduling meetings to maintaining records, things can get overwhelming. So how can custom software help you cut down the time spent on administrative tasks?

Workflow software designed for admin roles can automate routine tasks such as sending routine emails and recording external communications. It can also provide reminders for important deadlines, and even help manage your company’s email inboxes.

“Our system already saves the time of a full-time person. We were going to recruit someone just to do the paperwork; now we don’t have to.” – Louise Grant, Head of Business Operations – Lyra Group

Whether you’re an Operations Director looking to streamline your workflows, or a personal assistant within a growing organisation, custom-made solutions allow you to be more productive, accurate, and focused in your day-to-day activity.

Discover how we recently built a new booking system for The London Suzuki Group, saving weeks of admin work and simplifying their management operations.

HR: Streamlining Processes with Custom Solutions

HR teams are the backbone of any organisation. However, with so many tasks to manage, things can get chaotic. Often the early adopters of bespoke software within a business, human resources teams have seen some of the most significant leaps forward in software in recent years.

A custom HR system can streamline your processes, automate routine tasks, and provide a centralised hub for all your day-to-day requirements. Imagine onboarding a new employee within minutes instead of hours, or having a system that tracks employee sickness and automatically calculates their Bradford Factor score. That is all possible with a bespoke software solution.

As well as integrating with commonly used tools, a custom human resources management system could also:

  • Track annual leave and automatically update employee allowances and calendars
  • Provide a secure file depository for employee contracts and documentation
  • Act as a communication system for company updates or training needs
  • Automate PDP and review tracking in a centralised location

These are just some examples of use cases, however as the name implies, bespoke software is made from scratch to serve your HR functions unique requirements; meaning you don’t pay for additional features that you’re never likely to use.

It’s not just about making your HR function run smoother; it’s about helping you build a stronger, more engaged workforce.


No matter what your job role or function is within the wider business, bespoke software can streamline and revolutionise the way you work.

From sales to HR, custom solutions can modernise your processes, boost your efficiency, and even increase work satisfaction for you and your workforce.

So, why settle for off-the-shelf software when you can have a solution that’s tailor-made for your business? Embrace the power of bespoke software today and transform the way you work tomorrow.

Get in touch with CmdShiftR, and let’s talk about how we can save you time, money, and stress. Together, we can create a solution that’s tailor-made for you, helping you work smarter.

View our case studies here to see how we’ve recently supported businesses like yours.