Custom Microsoft CRM Implementation
Not only can Clarity customize the way in which our developers implement your instance of Microsoft CRM, but we can also customize within the application to ensure that it fits your business processes and conventions. This is valuable for businesses that have custom workflows within their sales and marketing departments, and need their CRM to reflect that and mold to it. This is normally achieved with a Dynamics eCommerce integration.
An example of this is a company with unique ways of qualifying and processing leads. Traditionally CRMs will support conditions such as contacts, opportunities, and leads. Some companies, however, have additional "states" that the prospects go through before becoming a customer. Additionally, within these states, the salesmen will sometimes need to enter proprietary data or qualifiers about those prospects into the system. Custom implementation can account for and provide these in your CRM. You've also got Microsoft's core BANT system. They practically invented the standard lead qualification process.