Meaning of the term customization in CRM software

The term CRM customization designates a process of adding new or altering existing CRM features in order to make it a better fit for the needs of each particular business. Generally speaking, CRM customization usually falls into three broad categories.

First, custom fields are added to CRM entities, like leads, contacts or opportunities in order to collect additional information that default forms don’t allow. The second type of customization involves using existing sales and marketing automation tools in order to create specific scenarios that are relevant to the client’s business. The third type of customization involves creating custom integration with non-CRM tools and services. For example, integrating CRM with accounting software.

If you are looking for free customizable CRM with over 20 sales and marketing tools, consider My360CRM.

ERP Integration

Integrating End-to-End Spend Management System with your Enterprise Resource Planning (ERP) can help you to ensure maximum return on your procurement transformation investments. My360CRM offers easy integration with your ERP application of choice.

Custom-tailored System

Since every business is different, our team understands that successful integration requires providing custom-tailored solutions. We offer a flexible range of services providing pre-delivery work performed by skilled configuration experts.

“Value Engineering”

Our customization services involve designing the product and value chain processes in a way that corresponds to customer attributes and preferences. This real value engineering approach guarantees the elimination of everything that gives no value to the customer.