Individual CRM customizing – perfectly tailored to your business processes
Why CRM customizing is advantageous
A system realizes its full potential for CRM (Customer Relationship Management) when it is optimally aligned with the specific requirements and processes of a company. Standard solutions often do not provide all the necessary functions to map all individual processes and workflows. Through targeted customizing, we ensure that your CRM system operates efficiently, promotes user acceptance, and optimally supports your company.
What CRM customizing is
CRM customizing involves adapting a CRM system to the individual requirements of a company. This can include configuring workflows, customizing user interfaces, or integrating specific functions.
Typical challenges in CRM customizing
How can I ensure that the CRM system precisely fits the company's processes?
Many CRMs offer general functions that do not necessarily cover all individual needs. We analyze your business processes and then configure your CRM so that it optimally supports your specific processes.
How can I avoid that CRM customizing limits the maintainability and scalability of the system?
Excessive customizations can make updates and expansions problematic. We focus on sustainable customizing that remains flexible and can grow with your company.
Which CRM functions should be customized?
Not every customization automatically brings added value. Too many changes can unnecessarily complicate the CRM system. We help you find the right mix of standard functions and individual customizations.
How can I ensure that employees effectively use the customized CRM functions?
Even the best customizing solutions are of little use if users do not work with them. We develop tailored training concepts, accompany onboarding, and ensure high acceptance of the new CRM functions.
Our approach for CRM customizing:
Requirements analysis
Identification of necessary adjustments to the CRM system
Concept development
Development of individual customizing designs
Technical implementation
Configuration, workflow adjustments, and integration into the CRM system
Testing
Ensuring smooth functionality through quality assurance measures
Training
Training employees in the customized functions
Go-live
Go-live of the customized function
Your added values – Result of our consulting:
Future-proof solution through scalable customizing
Customize your CRM with us!
Let’s discuss your CRM customizing in person. Simply fill out the form, and we will get back to you!