CRM and Customization
CRM & CUSTOMISATION
The term CRM Customization designates a process of adding new or altering existing CRM features in order to make it a better fit for the needs of a particular business.
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CRM & CUSTOMISATION
The term CRM Customization designates a process of adding new or altering existing CRM features in order to make it a better fit for the needs of a particular business.
Generally speaking, CRM customization usually falls into three broad categories. First Custom fields are added to CRM entities, like leads, contacts or opportunities in order to collect additional information that default forms don’t allow. The second type of customization involves using exiting sales and marketing automation tool in order to create specific scenarios that are relevant to the client’s business. The third type of customisation involves creating custom integration with non-CRM tools and services for example integrating CRM with accounting software.
| Variant | Basic |
|---|---|
| Brand | Creative Studios |
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