What is Customization and How Does it Work in CRM?

Customization and Configuration

Burcin Topal

What is Customization and How Does it Work in CRM?

Customization and Configuration

26 March 2021 , CloudOffix Blog

You are unique, just like everyone else. The way you run your business is also unique, just like every other one. We at CloudOffix realize that an out of the box CRM is not a solution for everyone without at least some customization. So, we have brought together a CRM that is fully customizable to suit the way your business runs!

Although we have begun by talking about customization, let’s not confuse this term with configuration. Yes, there is a difference between the two. Never fear! CloudOffix is here! And we can cater for both. What do these two terms mean in CRM and how can we at CloudOffix fine tune it to your business?

CONFIGURATION refers to when you get a product and use the base software to personalize it to make it work best for you. It is basically making changes the software vendor has foreseen that the user may want to make. It does this by using fields, values and functionality that already exists in the software. Just like setting the language, date, time etc. on your phone. You’re not changing anything that hasn’t already been accounted for.

Take for instance the contacts card. You may want to add a birthday field in the Contacts Card because you would like to offer your customers special discounts on their birthdays as a kind gesture and part of your Marketing plan. We can configure our fields and add a new field without the need for any coding skills at all. Let’s go through an example with CloudOffix:

CloudOffix CRM Customization

 Fig 1 shows CloudOffix contact card without our desired ‘Birthday’ field.
CloudOffix CRM Customization

 Fig 2 Here we are able to use the carefully thought of by our developers for us and left up to us whether we want it visible there or not.
CloudOffix CRM Customization

 Figure 3 In the process of adding the new field we want to see in our contacts card.

 CloudOffix CRM Customization

Fig 4 shows mission completed! We now have the ‘Birthday’ field.

Now you’ve added your new field, but how do you keep track of all your customers’ birthdays, wish them well and send them special discounts? And this is where customization kicks in. 

So, what is CUSTOMIZATION? 

Customization refers to changing of the base code of the software you have acquired, to meet the certain needs of your business. In this case, sending automated birthday wishes and discounts to your customers. Because you want to change the source code of the software to make it operate in a way that suits your business, this operation is not out of the box anymore – it is ‘custom’. Ok so you’ve had this great dream, how do you make it reality? With CloudOffix of course!

Our highly skilled developers continue to create some pretty incredible customizations. You can easily stand out from the crowd and customize your CRM to make it your own and as unique as your business with CloudOffix.