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Tailor made CRM, Creatio CRM, Citizen-developer, low-code/no-code

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5 Min Read

Create a CRM as Unique as Your Business

Every business owner and executive believe they’ve created a unique business.  And they’re right.

What makes your business special is what differentiates it in your marketplace. It’s at the heart of your positive customer experiences. It’s what engages your employees and your strategic partners, too.

This uniqueness needs a dynamic information system that can be tailored to support the way your business operates best, not just now but long into the future.  You certainly don’t want to have to keep changing information systems just to keep up as the marketplace morphs, your business grows, and the expectation of your ideal, targeted customers changes.

A customer relationship and management (CRM) system needs to work with that uniqueness to set it free.  Plus, a unique business needs one CRM information system that is designed to be used across marketing, sales, support and operations so those departments can work in concert instead of in silos. 

“Right!” you might be saying. “If only someone would develop a custom information system as unique as my business, just for me.” The good news is that systems exist that allow you to become a “citizen developer” and create one yourselfCreatio, formally Bpm’online, is one such system.

 

Some examples of what this low-code, adaptable CRM looks like:

  • It allows you to create CRM field names that match your business terminology. Maybe instead of ‘customers’ you have ‘clients.’  Or instead of ‘service tickets’ you have ‘support cases.’ 
  • It adapts to your business processes, not the other way around. A CRM information system as unique as your business will enable you to automate and track more so your employees can get more done and engage more personally with your customers. By integrating customer relationship and business process management to create a single-user interface, bpm’online empowers maximum efficiency and positive experience for customers, employees, and partners. 
  • The CRM’s data forms, the database itself and business rules can all be customized within your unique business without a lot of fuss and expense.

Creating these modifications in bpm’online takes only the skills of a business analyst and not a developer.  Ongoing, staff with valid permissions who are appropriately trained can easily customize their own CRM interface, thus creating more engagement as they manage their daily activities.


 

To stay competitive, your business needs a CRM built for the uniqueness in your business. A CRM as special as you are.  A CRM that works for you, not the other way around, to create a better world for your employees, your strategic partners and your all-important customers.

 

You-are-the-Solution-Creator

 

Success with CRM is a CRM consulting firm that combines decades of experience with knowledge of the latest innovations and trends. We help small-to-medium-sized businesses accelerate their unique transformation from good to great. Contact us at 269-445-3001

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Topics:   Tailor made CRM Creatio CRM Citizen-developer low-code/no-code

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