CRM Software Customization: Get the most from your CRM investment

CRM customization maximizes your companies CRM effectiveness, which leads to improved sales rep productivity and real insightful actionable reports for management.

The Q & I team, through their CRM Audit process/ Expert Assistance / Technical Expertise, were able to work with us and redesign the CRM for a more functional system. Everybody is using it and management is getting the reports they want!
University Health Systems

Whether your CRM needs minor changes for usability, or major changes to match your business needs, our customization team has over 25 years of experience to help you reach your company CRM output goals. At Quality Integrity, our CRM Audit and company customization process guarantees CRM success for your organization.

We work with the top 10 CRM solutions and are experts in customizing the following CRM's to fit your business requirements: Microsoft Dynamics, Salesforce, Saleslogix, Act & Sage CRM, Sugar CRM, Siebel/Oracle, SAP and Outlook.


CRM Customization Benefits:

  • Improved Reporting: Get the reports you want. Our in depth CRM reporting expertise can cross-pollinate from our thousands of satisfied customers and give you past performance tracking, helping you determine and measure KPI's.
  • Customized Dashboards: Quickly see everything you need to guide your enterprise and coach your team to get the results your business needs to succeed.
  • Future Forecast Reporting: New insights from your reports will bring to light what you need to know most, allowing you to be proactive and develop contingencies that will minimize risks.
  • Increased Employee Adoption: Get your team motivated to use your CRM software.

Our CRM customization service considers the collective needs of your front line sales reps, technical specifications of your IT department, and the needs of your decision makers and major stakeholders. Bottom line is CRM customization will help your company increase user adoption and reporting effectiveness designed to help you manage better and sell more. Call today to find out how our CRM customization services can improve your CRM performance.

CRM Customize

CRM Products & Solutions

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CRM Customization

In B2B CRM this is the largest area of risk for cost and time overruns. Quality Integrity Experience Method eliminates this risk. It leverages existing technology and methodically builds your system based on your business and client relationship needs, balanced by management, IT and process requirements. With our extensive technology backgrounds, we are able to provide quality service and quick turnaround. When CRM's are implemented correctly, they combine your business knowledge with our CRM know-how and expertise. The output? You get a clear road map with better accurate management reports, and a customized CRM system that works for your entire team.

CRM Technology

"I was really impressed with the quality of your consultants. Not only were they very technical, but great people skills too. I would put them in front of any business manager/executive any day. Very rare skill in this business."
Nelson L. Microsoft Corp - CRM Technology