Custom Fields

Today Every Company Needs Its Own Customizable CRM

A traditional “one size fits all” CRM application simply won’t work in today’s lightning–­fast business environment.

Aspects of Customizable CRM Software

Every company is unique. It has its own business processes, and even processes within those processes. A CRM application that doesn’t take that aspect of business into accountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. will not be useful.

Customizable to Sales ProcessSales Process Sales Process is a series of strategic steps or a set of activities aimed at driving sales growth through the alignment of personnel, market insight, methodologies, relevant business units, and technology.

Today a majority of companies have realized the importance of having a precise sales process –­­ that series of steps that take an opportunity from leadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity. all the way to a close. A sales process has particular steps to its evolution.

But after a company has invested the time and resources to develop a sales process, the company’s CRM application must then totally mirror that process, or the sales process’s value will be limited. Therefore a CRM solutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges., to truly function as a solution, must be rapidly customizable to a company’s sales process.

Tasks and Activities

Within each stage or step of a company’s sales process are various tasks and activities which a sales rep uses to bring an opportunity through that stage. These tasks and activities are usually based on the best practices of the most experienced and proven sales reps.

Today a leading-­edge CRM solution allows tasks and activities to be made an operating part of each stage. They can be made into a series of checkboxes that a rep must check off as the sale progresses, or they can even be optionally made into a series of mandatory steps a rep must take before an opportunity can be moved to the next stage.

As with the sales process, these tasks and activities are completely different, company to company. Therefore a CRM solution should allow total and rapid customization of tasks and activities as well.

Templates and Fields

Within CRM, each account will have its own form, consisting of templates and fields. Like all the other elements above, these are useless to a company if they are not customizable. Hence templates and fields should be fully customizable as well.