Pretty much all CRM deployments need some degree of customization, the exceptions being those rare situations where businesses have very simple needs. Customizations can be as simple as the modification of a field to accommodate a local convention for addresses, or as complex as the addition of workflows that introduce social media data or specific sales and marketing behaviors unique to the business. Unless you have exceptional in-house talent, this means you’ll have to engage with a consultant, reseller or other third-party expert.
Loading ...
The 5-Step Plan for Picking the Right CRM Consultant
Posted by: Christopher J. Bucholtz May 21, 2013 05:00 AMPretty much all CRM deployments need some degree of customization, the exceptions being those rare situations where businesses have very simple needs. Customizations can be as simple as the modification of a field to accommodate a local convention for addresses, or as complex as the addition of workflows that introduce social media data or specific sales and marketing behaviors unique to the business. Unless you have exceptional in-house talent, this means you’ll have to engage with a consultant, reseller or other third-party expert.