Flexibility is the 4th factor to consider during CRM selection. Although flexibility is not the most crucial of the factors, it still needs to be addressed. Straight out of the box, most CRM systems have very basic functionality, which may work for some businesses, but more often than not, you will require customized fields. This is where CRM system flexibility comes into play.
Some CRM systems are a lot more flexible than others. Keep in mind that systems that are less flexible will likely cost more to customize, if that capability is indeed available to you. During your initial goals and planning phases, make sure you know what changes besides basic field level changes you will want to be making. When you are looking at different systems, be sure to find out the time and monetary efforts it will take to accomplish your specific customization needs.
Stayed tuned for Feature #5 later this week! Hint: It is Industry
Download the full How to Select a CRM System white paper now!