Why Customization is Crucial for ANY CRM Software Implementation

Posted on: May 25, 2016 | By: Craig Thompson | Microsoft Dynamics CRM

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If you're in the process of looking for a new CRM software, I'm sure that by now you've heard the benefits of CRM customization. CRM systems like Dynamics CRM are very powerful systems, however when first implemented, are set up to be very basic so that they can cover a wide variety of industries and business models. This is wonderful, especially for those just getting their feet wet in the world of Microsoft CRM, however sometimes, keeping things simple limits your organizations ability to make your CRM system thrive. Although Customization can seem like an unnecessary additional step, it is crucial for the growth and success of any organization. When used correctly, Microsoft Dynamics CRM customizations are actually quite affordable and businesses should expect to see their ROI almost immediately.

 

Customized Workflows

How your organization finds, sells, delivers and supports your customers is unique, so why use a one size fits all workflow? Generally CRM vendors and partners have a model that they consider to be the best, but how do you really gain an advantage if everyone else is using this model as well? Logan Consulting knows that in order for a business to succeed in its respective industry, customizing Microsoft CRM to include their upstream and downstream business processes is crucial. Having a customized workflow within Microsoft Dynamics CRM  allows your unique workflows to separate you from your competition and will save your organization time and money in the long run.

 

Improved Analytics

Customize your reports with the data that is important to your organization so that you can effectively measure your success with the help of Dynamics CRM. Measuring your business they way you run your business is the most effective way to make management decisions to help drive revenue.

 

Automate your workplace

Automation is a great time saving tool that comes with Microsoft Dynamics CRM. I mean who doesn’t love checking off a box and knowing that your software system is going to do all the work for you without human error. That being said, you need a CRM system that allows for customization, so that when your business changes and grows you won't need to completely gut your CRM software to fit your new needs. It is important to find a CRM partner that understands this, and doesn’t focus all of their time and training on pre-automated practices that may not relate to your business in the long run.

 

Logan Consulting is a dedicated Microsoft Dynamics CRM partner based in the city of Chicago. Our knowledgeable partners are experienced in various different industries to help bring your organization the best CRM system for their needs. Customizations, training and software implementations are just a call away. Contact us here to schedule a consultation.

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