Differentiation is important. For a business to stand out, it must make conscious decisions to outshine their competitors. One way to do this is through CRM customization, which is relatively easy with most CRM solutions. Too much customization, however, can be expensive, time-consuming, and can actually complicate your system to the point of negative impact.
Some customizations can be done relatively easily and cost-effectively, and provide valuable enhancements to your system. Here is a short list of customizations that can help make your company stand out:
Every bit of data in your organization’s database should have value, and this is one customization you can’t afford to miss. Customizing the database ensures that your company has exactly the data it needs, not a lot of miscellaneous fluff that hides the valuable data used to create a clear understanding of your customer. Putting forth the effort to customize the database can not only provide a clear view of your customers but also reduce the expense of useless data eating up storage space.
Workflow affects efficiency and in some cases can affect accuracy. A little time and effort before a CRM implementation to understand the ordinary workflow of each position that accesses the CRM application can go a long way toward ensuring that customers see the best, most efficient side of your organization. Spend the time and, if necessary, the money needed to customize workflow appropriately.
Customize Customer Loyalty Programs
Just having a loyalty program isn’t enough to ensure customer loyalty. You must customize your program to meet the demand of your customers and provide an incentive they want. For organizations interested in investing in CRM customization that sets them apart from other companies, this is an essential element of the customization plan. A loyalty program designed to fulfill the desires and meet the demands of customers is well worth the investment.
Read the full article on Toolbox.com for more details on these must-have customizations!