Why do you need CRM Customisation?

Many businesses wonder why they should spend on CRM Customisation. We will look at various factors related to customisation of the Microsoft Dynamics CRM. At the onset it is imperative to understand what customisation is before deciding whether there is a need for it.

What is Dynamics CRM customisation?

The Microsoft Dynamics CRM is a very extensive system with numerous features and functionalities. Each business has a specific requirement for their operational needs. Initially it may seem interesting to explore the various features of the Dynamics CRM. The dashboard can be quite overwhelming and present a whole new world of options. At the end of the day we have to be practical and understand that though these new options and features may appear very novel we don’t have any use for many of them. This is not because they are useless options, but may not pertain to your business requirements. The comprehensive Microsoft Dynamics CRM has been designed to cater to a vast multitude of industries and business sectors.

It is imperative to identify what is needed and what is irrelevant. Many of the menu options may have no place in your line of work. Irrespective of how appealing it is, you need to let it go. The extensive features of the Microsoft CRM sometimes may cause confusion rather than facilitate a job function. Customisation is a process in which the unnecessary options are hidden. The dashboards are customised to offer those options which are needed. In fact it is advisable to get role specific dashboards. The Accounting team needs access to the financial data whereas the receptionist does not. The receptionist needs to be able to query customer data based on name, id, location etc., individual customer information has no relevance to the accounting department. Hence the dashboards are redesigned accordingly to suit each person according to their job specification and role in the organisation.

How can your business benefit from CRM customisation?

A customised Microsoft Dynamics CRM is tailored to suit the specific needs of a business. Without wasting resources on irrelevant tasks the business can focus on its core activities.

A customised Dynamics CRM simplifies the way you access data. Predefined customised reports provide the required information at the click of a button. Reports can be formatted to suit the organisations requirement.

A customised CRM system is simpler and easier to use and reduces the transition time considerably. Employees can easily find the menu options they need to get their work done. There is little time wastage and higher productivity. Repetitive tasks can be automated. These can be manually invoked or automatically triggered after a specific command.

Where to get CRM customisation?

Now that you have understood what CRM customisation is, and the need for it, the next question that arises is – where can you get this service? Microsoft Dynamics CRM customisation is a service provided by Pragmasys. Pragmasys is a Microsoft Gold Partner and has received numerous   accreditations from Microsoft for services rendered. Pragmasys has a team of skilled experts who can customise your Dynamics CRM system to suit your business requirement.

Usually CRM customisation is performed before installation. Pre-customisation reduces time lag and enables the employees to start using the system as soon as the installation is complete. This also avoids confusion and resistance to the new system.