Readers Pick of the Month: SuiteCRM Customization
By Katy Robinson
The world is evolving at a rapid pace. The tech industry? Even faster! Gone are the days when businesses could, metaphorically speaking, throw mud at the wall hoping it would stick. We’re effectively into the “Age of Customers” and for businesses, there’s no better key to understanding customers than a well implemented CRM. Might we suggest, as an open source free CRM platform, SuiteCRM can be the perfect fit for your business. With features such as targeted marketing, process automation, sales cycle analysis and support, SuiteCRM is your go-to platform for all your customer management needs. The best part? It’s free! But there’s always a catch when it comes to free things, and as your organization grows you’d soon find yourself feeling that the standard SuiteCRM features aren’t covering all your business needs.
There is no one solution for every industry and to really make your CRM competitive and multifunctional, you need to consider SuiteCRM Customization. Read on for 5 reasons why you should do exactly that!
SuiteCRM Modules and Fields
Almost every business requires custom modules due to different process hierarchies. With SuiteCRM customization, you can have custom modules that perfectly reflect your business entities, and custom fields that help you keep the information you need. Most custom modules and certain complex modules require a need for SuiteCRM developers due to back-end programming changes.
Custom Workflows in SuiteCRM
Most competitive businesses have unique processes that differentiates them for the rest. But SuiteCRM out of the box cannot cater to every industry and its requirements. With SuiteCRM Customization, you can have custom workflows implemented on your SuiteCRM. Custom workflows bring efficiency and increase productivity while simultaneously decreasing time spent on training resources. Just put the custom workflows in motion and optimize your business processes in a jiffy. Here are some common custom workflows to give you an idea:
- Time based scheduled triggers
- Bi-directional record synching with third party software
- Sending information to records (via SMS or Email) after record update
SuiteCRM Integrations with Third-Party Platforms
Same story, more benefits! Just like custom workflows, SuiteCRM Integrations can consolidate various third-party platforms inside your SuiteCRM to give you everything you need in one place. You can integrate various accounting and payment apps to handle all your financial needs from within SuiteCRM. You can integrate SuiteCRM with numerous telephony apps to make and receive calls and maintain logs within SuiteCRM. You can also integrate with social media platforms to tap into valuable customer feedback and insights to amplify and refine your campaigns. Alternatively, if you’re looking for a quick fix, you can opt for one of many SuiteCRM plugins that serve as simple add-ons with quick installations. The sky is literally the limit!
Custom Automations in SuiteCRM
Time is of the essence when it comes to businesses and automation is the need of the hour. With automation processes in place, you can put redundant and exhaustive processes on automation and focus on high priority tasks. SuiteCRM comes with certain automation functions but they are unlikely to be sufficient for your business if you have a specific business model and business functions. In such a case, you can have your SuiteCRM customized with automations of your choice. As your business grows and evolves, you have these automations further customized to suit your needs. Marketing automation is one of the most sought after custom automations thanks to its consolidation of data through multiple platforms.
GIve your CRM a touch of branding with SuiteCRM Themes. The theme in SuiteCRM can be customized according to your liking. Replace the generic and monotonous interface with something that resonates with your organization and its values. You can have the following pages customized to your liking:
- Login Page
- Record View
Put yourself in the driver’s seat!
Perhaps the most important reason why you should get SuiteCRM customization is how it puts you in charge of everything in your SuiteCRM and ensures that the platform adapts to your business and not the other way around. This is highly crucial if you’re moving on to a CRM platform for the very first time as it lets you mould the CRM according to your needs and demands.
RT Dynamic is a SuiteCRM Elite Partner with extensive experience in SuiteCRM Implementation. You can contact us today for a FREE Business Analysis.