Benefits of CRM Customization
Building a Better CRM
Every CRM comes with implied processes which represent the vendor's idea of best practices. If the vendor's idea for how to run your business isn’t a good fit, TAI can customize your CRM to work the way you do.
Technology Advisors helps you create the CRM experience you want by automating your processes, reducing double entry, and helping you determine what's important for your business today. We work to understand what you feel is missing and lay out a plan to fill in those gaps. Using our set of planning workshops, we help you determine the ideal way to optimize your solution. This includes customer software, configured applications, mobile solutions, and integrations.
Our CRM Customization Approach
When an out-of-the-box solution (or even a configured solution) does not meet your needs, TAI uses Agile development to customize a better fit. TAI provides a wide set of options for custom development, and our vast experience with product integration helps us expand those options. Our technology team can help build Web services, develop server-oriented architecture, and layer these on top of the CRM solution. Read below to learn more about our CRM customization approach.
Agile sprints are the core of an agile CRM methodology. Within each sprint, the scrum master assigns a specified number of tasks to be completed based upon their priority, how they relate to other tasks, and whether they're providing enough work for the Agile team to complete during the sprint.
Scrum meetings are held daily and limited to less than 15 minutes. The purpose of these meetings is to check-in on what each person on the agile team is working on and whether they are experiencing any problems. These short interactions keep everyone focused on their roles and gives the scrum master insights into the progress of the project.
Evaluation is the process in which the product owner reviews each use case after completion. This is one of the key benefits of an agile process. It provides the product owner with real-time review and feedback on each use case. This feedback informs changes to requirements, providing a more accurate solution.
Integration is the master key for unlocking your greatest data potential. By connecting your systems, you reveal new opportunities for improved collaboration, more meaningful reporting, and stronger data integrity across systems.
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