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| Options for changing the SuiteCRM interface (6th Nov 20 at 10:41pm UTC)
Options for changing the SuiteCRM interface |   | Options for changing the SuiteCRM interface
In the current version of SuiteCRM, the business logic and the system interface are tightly intertwined, which creates certain problems when creating your own full-fledged theme that differs significantly from the basic interface. Therefore, at the moment, a major change in the interface requires the implementation of a separate mini-project in the CRM system implementation project.
Our team is doing crm development
The most obvious reason for changing the SuiteCRM interface is the branding of the CRM system: its own colors, styles, and templates. However, the new interface can also solve other business problems:
This is a very important indicator of the success of the system imp
or hundreds of users, the savings will be many hours.
At the same time, the faster and more accurately a company employee finds the necessary information in the system, the higher customer loyalty. For example, for a call center, you can create a very detailed customer card that POPs up right when you call. In this case, the operator does not need to search for additional information in the database, losing time (and loyalty) of the client and unnecessarily increasing the duration of the call.
SuiteCRM. Integration with telephony
By adapting the system interface to the company's business processes, we reduce the probability of errors when working with it, for example, by reducing the number of optional fields and excluding individual steps.
In companies with strict processes (banks, insurance, quick sales...), as a rule, the user must make an informed choice of the next step: a specific action or response option. A task set in the background or a notification sent (basic features of SuiteCRM for process automation) can be ignored by the user, which may be critical for the overall business process. | |
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