MEET YOUR CRM CUSTOMIZATION CHALLENGES

Does your current CRM support adding new custom fields?

Your business is unique, so the way you use CloudCC should reflect that. We know that business differs from company to company, so we made CloudCC easy and intuitive to customize. You can rename the standard fields, modify your opportunity stages, and add custom fields as you’d like.

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How do you create a new object to fit your unique business?

Create apps, objects and fields. Provide 28 types of fields for users, such as formula, text, auto-number and more, to meet their diverse and evolving needs. Use powerful tools to submit approvals, assign tasks or events, update records and much more!

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How do you build an automated process without the help of a technician?

Define your workflow and approval process and automate it. Your team can automate routine tasks based on workflow criteria and action, such as the work you normally assign, the emails you regularly send and record updates. Specify the steps necessary for all the yes or no situations in your organization’s in-house and managerial approval processes, allow one step to apply to all records or some records with certain attributes, and specify who is the approver of each step. What’s more, you can also specify the operation to be performed when a record is approved, rejected, or recalled which makes your business flow smoothly.

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Can you change page layouts without coding?

Manage multiple products or processes from one CRM system. Page layouts help your sales representatives view and access personalized data, and create workflows to function independently. With fields, links, related lists, and buttons, you get everything you need to design your own layouts for each new process. Drag and drop what you need to organize your CRM with a different layout for each sales process.

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How can you ensure that users in one organization have different permissions to access data?

Your valuable business data is as protected as you need it to be. With CloudCC's data security, admins have full control over what regular users can access and do in CloudCC. Meaning you have command over who can see which data at which time from where, and which actions they can take. Build custom permission sets and easily restrict data such as deals and contacts from being viewed by anyone who needn't view this data.

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How to enhance your CRM?

Customizing your system ensures the system will operate optimally for your business. Classes, scheduled jobs, and triggers make accomplishing your workflow jobs more quick, easy and smart. JSP pages can site and capture more potential clients in less time.

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