Step 4 to a Successful CRM Implementation- Customize Accordingly

Hello and welcome to step four in our series on how to have a Successful Crm Implementation. The goal is to customize accordingly. This will be one of the most important steps in ensuring that your crm aligns with the goals of your business. It all starts with identifying the most pertinent information for your business and your users, so start by reviewing the standard fields that are available in your crm and determine if they are relevant, and if not you might want to consider hiding or removing. It’s also a great idea to keep in mind your money. What kind of data will you need for reports? This will help you think about the big picture and narrow down what custom fields you need. If you’re in need of eSales, this could for example include relevant information about the businesses that you’d be working with such as number of employees industry annual revenue and so on next determine if you’ll be using custom fields tags or a combination of both the amount of custom fields that you can have is often limited and tags are a lot more flexible so a contacting table. Of course one too many times for example you can tie the customer based on the type of product or service that they’re interested in and then send them specific information on that topic you’ll also need to think about whether or not you’ll be using leads and if you will most crm to provide up to the employment you need to set up so start to identify what fields you want to track on the web form and then ensure that they have associated fields not to the lead record. I hope you found this information helpful, the full blog post on this topic is available in the notes below. Up next is step 5 Maintaining communication.