Today, several customer relationship management solutions offer you sufficient power to manage all use-case scenarios. And customization broadens the path to drive more value out of your CRM software by tailoring the solution to your specific business requirements.
So, to make you understand how the system can help you obtain your objectives, here we present a few of the most commonly available CRM customization features along with the advantages you can obtain by using them.
1. Web forms
Fields and entitles are the placeholders for the details about clients. The way to provide the data is via web forms. Usually, CRM forms enable you to enter the text, choose items from a drop-down list, tick the checkboxes, and toggle the various options. By customizing these forms, you can transform input processes and make their names intuitive.
Plus, you can build the forms with various options for your salespeople, marketing department, customer support, and more. For example, as a sales person requires an option to specify values of any order that a customer has placed, the service agent benefits from the form tailored to monitor problems that made your client to reach out to you.
2. Fields and entities
The CRM entity is a piece of information that is summed up as an object. The main purpose of the objects is to characterize potential leads/prospects, clients, and other entities with whom you can interact. With custom entities, you can create certain strategies for managing clients, based on their position within sales pipeline.
Moreover, you can customize entities via fields. The predefined CRM entities are available with default set of fields like email ID, name, and more. Eliminating the redundant fields and adding more customized ones will enable your team to classify clients more effectively.
3. Intuitive dashboards
CRM dashboards are used for receiving insightful results. They are considered as a form of data visualization, and offer the CRM users with the details they require to become efficient in their regular tasks.
The views can be easily customized with the kind of data they show and the ways to manipulate the data like highlighting and sorting. The dashboard customization includes displaying on the user interface all the mandatory operations to perform a certain kind of activity.
CRM workflow is a group of activities basically performed in a sequence. Instead of manually scrolling through the menus and choosing every action to perform, you can easily encapsulate them in custom workflow.
The workflow actions can be executed automatically as per custom-defined rules. Say for example, you can define the action of sending emails, set time-base for when it is sent, and generate follow-up actions based on the results.
Do you need a customized CRM tool?
Every organization requires CRM software to contrive data. But the database isn’t what you think of at the time of investing in the application.
A standardized CRM platform is unable to suit every business needs. So, to make sure the app fulfills your requirements, you must embrace a customized CRM tool. Use a solution that helps you to store data associated with your business and create useful customized reports.
This customization begins at an entry level. Every business has diverse set of entities around which your industry revolves. The data tables are specifically designed as per the entities. The reports are created based on data types that your CRM stores.
CRM can generate complicated data reports. It has powerful reporting module that can be helpful for the business.
Key Advantages of CRM customization
1. Boosts productivity across teams
CRM customization can enhance productivity within customer support, sales, and marketing teams. It takes place because of automating specific activities and as a result it eliminates data entry work, reduces the time for client segmentation, and much more.
2. Assign tasks to team members more efficiently
It allows you to classify the functions efficiently, thus minimizing overlapping of tasks when the users work on the same activities and are unaware of it.
3. Offers more flexibility
This enables you to get a system that will support the unique business workflows. It indicates that your cloud-based CRM platform will adapt to the business specifics, and not the other way round.
The robust reporting module in the CRM software allows you to create customized reports. Your CRM system is capable of building various kinds of reports including complicated calculations. This format can be easily customized in order to suit your business needs.
To Sum Up
Businesses should play a pivotal role in building customized CRM application, which matches business needs and goals. The tool comes with robust/powerful features, which companies can benefit from. So, when you want to take things ahead and make CRM as an integral part of the development strategy, you can use the solution’s customization features to acquire better results.