Most modern CRM solutions are capable of being customized and personalized, allowing your sales teams to have the features that are most useful for them in the front and center of the system.

1. HOW CAN A CRM BE CUSTOMIZED TO
SUIT YOUR SALES TEAM’S
NEEDS?KAPTURECRM
When you are out choosing for a CRM tool for your business, there is one thing that you
don’t have to ever worry about,and that’s options. There is no shortage, whatsoever, of
options from which you can pick and choose what best suits your needs. Even with so
many options flooding the market, it’s still a difficult decision when it comes to choosing
the right one.
Most modern CRM solutions are capable of being customized and personalized,
allowing your sales teams to have the features that are most useful for them in the front
and center of the system.
Here are some methods and techniques that your sales team can utilize in order to
customize the CRM software service to suit their more specific needs.

2. Customized Workflows
Every individual member of your sales team has their own way of taking the lead
through the funnel of the sales process. Customization of the workflow allows for
individual team members to go through their own specific workflow instead of having to
adopt someone else’s workflow. This can be easily accomplished by providing them
with a workflow template that they can adjust to their own personal preferences, such as
adding or removing steps, fine-tuning existing features, update and assign orders and
bookings, etc.
Automated Process
The automation of your business processes will lead to your sales team not having to
intervene manually. This frees up a lot of mundane responsibilities from their plate,
allowing them to focus on using this freed-up time to reach out to potential leads and
helping existing customers. The automated processes can be easily tied up into the
personalized workflow of the sales agents, ensuring that the boring and repetitive tasks
are easily handled by the CRM software. If new business processes are being added
into the company, managing the workload becomes even easier for your sales team
through CRM.
Relevant Information

3. Information is useful only when it’s relevant to what your sales managers are looking
for. CRM sales solutions that are poorly optimized end up delivering data that is
irrelevant for the entire team. An information overload will not only make it difficult for
your team to find the relevant data, but will also affect their productivity.
Adopting a CRM system that’s able to deliver specific information that is in accordance
with whatyour sales executives need, is extremely beneficial for the business image in
the long run. This allows your sales managers to have a top-down view of the sales
performance,facilitating each member to focuson their assigned prospects.
User Interface
The only way to use a CRM solution productively is by customizing the UI to suit your
own sales purpose. Having an unintuitive CRM at your disposal will lead to unnecessary
difficulty when trying to dealing with any solution productively. There’s absolutely no
point in bringing in a system that requires excessive efforts to get to the necessary
functions, or a system that keeps getting in the way of the employees.
While some customization options may come across as superficial, like the ability to
change the interface colors, some other options will empower you to virtually change
almost every aspect of the interface.
The idea of a CRM software solution should be about allowing your sales team to meet
their lead management and customer conversion needs. Customization and
personalization empowers you to allow your sales team to have the CRM experience
that can exponentially improve productivity.