Finding a CRM solution that adapts to your needs is extremely important to the success of your CRM initiative. The CRM solution chooses need to be customizable so that the screens and workflow accurately reflect your company's way of doing things.
Designing and positioning screens exactly the way you want them to appear and function will truly help you make the CRM solution your own. Look for a solution that allows you to modify or build workflow and business rules into the application. Having the option of adding, changing or deleting fields, tabs, screens, toolbars, tree controls, workflow, query frames, buttons, list boxes, rich text controls and more gives you an unlimited number of way to make the CRM software solution work for you. Take the opportunity to learn how to change or build screens, incorporate new workflow, events, screen prompts and logic so that the CRM system performs how you need it to.