What are some examples of CRM customization?
CRM customization can include tailored dashboards, custom fields, and automated workflows to fit specific business needs.
Can you give me specific examples of custom fields?
Sure! Examples of custom fields include 'Lead Source', 'Customer Preferences', and 'Purchase History'.
How about automated workflows? What do they look like?
Automated workflows can include sending follow-up emails after a sale or assigning leads to sales reps based on criteria.
What benefits do these customizations provide?
They enhance user experience, improve data accuracy, and streamline processes, leading to better customer relationships.
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