4 Reasons To Invest In A CRM Platform That's Customizable

Posted on: 8 March 2018


When comparing CRM platforms to invest in, it's important to consider whether they offer customization options. If a platform isn't customizable, you're probably wise to pass it up. Here's why you should make sure that the CRM platform you invest in is customizable:

Incorporate Your Branding

One of the biggest benefits of investing in a customizable CRM platform is the opportunity to incorporate your company's branding. Every report, user account, and intranet page can be decked out with your company name, logo, and color scheme. This can come in handy if you decide to outsource any part of your business, or if customers have access to any part of your CRM portal as the branding will help your create colleague and customer recognition as time goes on.

Integrate Your Valuable Products

A customizable CRM system also makes it possible to integrate all of the important products you and your employees use on a regular basis into one platform. The integration should help increase productivity and reduce wasted time. You should be able to integrate a variety of products into your CRM platform such as:

  • Blogging Software

  • Word Processing Software

  • Email and Newsletter Programs

You might even be able to create your own software programs to integrate into your CRM platform depending on the service package you decide to invest in.

Seamlessly Manage Social Media Accounts

Managing all of your social media accounts can be time consuming and frustrating if you have to log in to each account separately and manually make posts or look up customer interactions. Luckily, you can manage all of your social media accounts from one place after integrating them into your customizable CRM system.

You should be able to keep track of all social media activities that pertain to your company in real-time so you can act fast when it comes to keeping customers engaged. And if you want to send the same message out through all your social media accounts, you should be able to do so with just a few keyboard strokes.

Ensure a User-Friendly Platform

You should be able to customize single user accounts within your CRM system to meet the individual needs and expectations of each employee you work with. In fact, some aspects can be customized by the employees themselves. Allow them to choose a font and color scheme of their choice, then customize the features, functions, and products that they use the most.

With these benefits in mind, it's hard not to justify investing in a customizable CRM platform for your business. Contact a company, like funnel maker, for more help.