CRM Customization

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CRM Customization

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.

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CRM construction
Blog

CRM Configuration vs Customization: Pros & Cons

May 16, 2023

Looking to improve your CRM system but not sure whether to go for configuration or customization? Read on to discover the pros and cons of each approach and learn how to choose the best option for your business.

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custom crm vs. packaged crm
Podcast

CRM AI Use Cases

April 12, 2023

Sam and Steve discuss CRM AI use cases for sales, marketing, customer service, customization & configuration, data migration & integration, analytics, and automations.

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Podcast Mic