Customisation and Controls – Tailor the System to Your Unique Business and Evolving Needs
Every business, regardless of its size or industry, has its unique way of operating, specific sales processes, and distinct data management requirements. Unfortunately, many CRM and ERP systems available on the market often impose a rigid structure, forcing companies to conform to the software – which manifests as too many unnecessary fields, missing crucial information, or inflexible workflows that don’t match your actual operational processes. SolutionsInc puts you in complete control and offers full flexibility – tailor the system precisely as you need it to reflect your business processes, without the necessity of costly developer engagement or incurring additional, hidden fees for every change.
Key Elements of the SolutionsInc Customisation & Controls Module:
- Custom Fields for Precise Information Gathering
- Defining Custom Actions and List Actions for Process Optimisation
- Optimising Quick Entry Layouts for Enhanced Efficiency
Custom Fields for Precise Information Gathering
Not every business tracks the same details concerning clients, products, or projects. While some enterprises may require detailed data about a client’s industry, preferred contact time, or estimated project size, others may need entirely different information. SolutionsInc allows you to easily and intuitively add custom fields to leads, deals, contacts, organisations, and other system modules, ensuring you collect only the information that is truly relevant, valuable, and will be utilised in analyses or automations. You also have full flexibility to change default options in selection fields (dropdowns), enabling precise customisation of the system to your business’s specifics and reflecting unique data categories (e.g., client statuses, product types, project stages). This guarantees that your system will be perfectly aligned with your processes, and the data collected will always be relevant.
Defining Custom Actions and List Actions for Process Optimisation
Performing repetitive tasks daily slows down team workflow and consumes valuable hours that could be dedicated to revenue-generating activities. Clicking through multiple screens to update a deal status, send a quote, change a lead assignment, or mark an opportunity as lost, is wasted time and a loss of productivity. SolutionsInc allows you to create custom one-click actions for frequently repeated and complex tasks. This means your team spends significantly less time on administration and more on what matters most – selling, building relationships, and delivering services. You can define actions for individual records (e.g., “Send Quote Email”) as well as for an entire list of items (e.g., “Assign Selected Leads to New Salesperson”). This not only accelerates operations but also reduces the risk of errors.
Optimising Quick Entry Layouts for Enhanced Efficiency
Not every new lead or deal requires all detailed information to be filled out immediately, especially in the initial phase. Sometimes, just a name, email address, and phone number are sufficient to quickly register a new inquiry and begin the qualification process. SolutionsInc enables the customisation of Quick Entry Forms, to collect only what is absolutely essential at the initial contact stage. You can hide fields that are not relevant at this stage, or set their default values. This makes adding new leads, contacts, and deals lightning-fast, seamless, and frictionless, reducing entry barriers and enabling quicker responses to new business opportunities, which is crucial in a dynamic environment.
The SolutionsInc Customisation & Controls Module guarantees that your system will be perfectly aligned with your unique business processes and dynamically evolving market needs. This enhances operational flexibility, reduces unnecessary complexities, and maximises efficiency, all without the need for costly developer support or incurring additional fees.
