With advanced customizations, your CRM can become a central hub for your organization to make more informed decisions based on dynamic real-time data and insights.

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Project Profile: Customize Your CRM with
Independent Talent
Why Customize Your CRM?
Get the most of CRM platforms and
products when you add enhancements
and customizations that can help you:
● Increase productivity
● Personalize marketing
● Improve customer experience
● Boost conversions
How to Kick-off a CRM
Customization
● Determine goals for your CRM (flows,
metrics, dashboard, reports, etc.)
● Identify third-party integrations (e.g.,
MAP, collaborative software, social,
etc.)
● Choose enhancements,
customizations, and opportunities for
automation
● Set up and QA
Who You’ll Need
With advanced customizations, your CRM can become a central hub for your organization to
make more informed decisions based on dynamic real-time data and insights.
Hire an agency to get all the skills you need under one roof.
CRM Developer
To architect your CRM
solution with custom flows,
cloud-based apps,
integrations, and workflow
automations.
CRM Admin
To maintain data, make
changes to systems, and
update processes.
Data Analyst
To determine how to best
utilize reports, charts, and
visualizations for
intelligence and insights.
Of companies invest in new functionality
and features for their CRM
22.75%
ROI on each dollar spent on CRM
$8.71