While there are plenty of advantages to CRM software, that doesn’t mean that any old CRM software will do wonders for you.
Your company is unique; your situation is personal; and your process is individual. This is what makes customizable CRM software the only answer for a company looking to boost its efficiency and productivity without breaking its stride.
Custom CRM will give you the power to achieve your professional goals by streamlining your current processes and workflows. Even just a little bit of customization in the right areas can make you shout, “by the power of Greyskull!”
Customizable Types and Statuses
An essential aspect of any customizable CRM is the option to create custom types and statuses for contacts, jobs, and tasks. No two businesses are alike, and surely each business has done their due diligence to figure out what process works best for their sales and fulfillment.
Being able to set your own types and statuses allows you to personalize the CRM software to your company’s needs. No more molding your process to work with the one your CRM provides.
You know your company best. Customize your CRM to take full advantage of it.
A big part of having customizable CRM software is Custom Fields. Custom fields give you the ability to track any piece of information that is relevant to your specific field or company.
Whether you need to track specific lead qualities that will help you understand a potential customer better, or if each job has a unique set of characteristics that can give you a better idea of how to take on an upcoming opportunity, tracking data using custom fields gives you power to make those calls and build up from them.
Custom CRM Software is your ticket to efficiency and productivity. Just be careful with too much customization. It might sound odd, but excess customization can result in making your software harder to use, minimizing chances of effective adoption and decreasing benefits.
Do what you need to customize your CRM, then watch it take your processes higher.