CRM CUSTOMIZATION

There are multiple roads to close a business – the ball is in your court. You decide what customizations fits your sales style, and make selling interesting and better for your team

Sales cycles differ from company to company, so we offer customized services for different type of companies and sales folks. You can customize your CRM and add as many custom fields as you’d like.

We customize your CRM to allow system administrators and users the flexibility of configuring the system to meet their specific needs. Any changes in the organization can be easily accommodated making the application scalable and extensible. This includes creating new functionality, changing your user interface and navigation methods for better managing your customer relationships.

Customization levels of CRM for your Business:

  • Database schema level:
  • Application level
  • Code level
  • Feature level
  • Business process level
  • User Interface (UI) level
  • Deployment level

The main requirements for customization are:

  • The right/privileges to make changes (based on security role and permissions)
  • Understanding of the business process
  • Familiarity with the application architecture
  • A structured methodology for implementation

Some of the major types of customizations include:

  • Customizing forms, views, and charts
  • Customizing the schema
  • Automations using workflows and dialogs
  • Customizing reports and dashboards and creating web resources

Office 212, City Centre, Hinjewadi Phase 1, Rajiv Gandhi Infotech Park, Hinjawadi, Maharashtra 411057

contact@spidrontech.com

+91 8087 123 222
+91 8087 711 882

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