CRM Customization
A Better Outlook has partnered with Atrio, a Microsoft Certified Partner with a Microsoft Business Solutions Competency - CRM Specialization, to provide custom CRM 4.0 implementations. Atrio provides a strong understanding of sales, marketing and customer service practices as well as a deep technical understanding of CRM.
Atrio’s experience with customer relationship management and sales force automation extends back to the mid 1980s. Atrio consultants add value to your business because understand how sales and marketing staffs operate across many industries including manufacturing distribution, professional services, financial services, and construction.
CRM is highly customizable, permitting you to use CRM out of the box or highly customize it to completely support your sales, marketing and support processes. You may add custom fields, custom forms, custom views, reports, workflow to automate processes, and Jscript to automate forms.
CRM consulting services include any or all of the following services:
- CRM customization of the database, forms, views
- Custom CRM functionality development
- Integration of CRM embedded add-ons
- CRM workflow development to automate processes
- CRM (sales, marketing, support) process improvements
- Custom report development
- Data migration
- User training
Atrio brings a broad range of best practices and pre-developed code to your implementation.
