| How customizable is your CRM software? |
How customizable is your CRM software?
While most CRM vendors offer solutions that follow industry best practices, each company's situation and processes are different.
For most vendors, customization of the CRM solution are done via complicated programming-methods to alter the CRM specifications according to the business needs.
The advent of the Internet, and the rich Internet applications brought a new level of customizations to CRM. Many on demand CRM vendors offer point-and-click configuration-based approach to customizing the CRM software solution.
The CRM system must allow system administrators to create new custom objects and tabs, rename existing tabs, add custom fields, customize the views, search and reports; customize business charts and dashboards, be able to customize the workflow engine, user login preferences, calculated fields (formula fields), custom layouts, custom user profiles, record and field level security and other customizations.
While on-demand CRM is a lot more cost effective than on-premise solutions; it is a lot easier and cheaper to customize as well.
Some of the on demand vendors will restrict customization tools to the most expensive editions such as Salesforce.com
, some will not allow you to turn some TABS off like Netsuite, and others will provide an AJAX tool to configure the entire CRM system in real time like Salesboom.com
Most of these vendors offer a time-sensitive free web tiral, and some customizations can be tested live. Make sure you, your team and your CRM consultant is aware of this.
Comments for "How customizable is your CRM...
March, 2007
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