Doing it the software’s way

The great thing about an open-source CRM is that you can make it do pretty much anything you want it to do.

But just because you can, does that really mean that you should?

In the world of CRM, trying to make your tools do everything your way can become an expense that quickly exceeds the value.

That's why in many cases I recommend just doing it the software's way. Adapting your workflow to the software usually gets you more value than adapting the software to your workflow.

And when it doesn't — when you've got a clear business case for customization — you'll know it, because you can state plainly the business value of what you're hoping to achieve.

Until then, it's okay to work with what you have. No system will ever be perfect, resources will always be limited, and smart improvements are driven by measurable business goals.

What measurable goals are you pursuing now?

All the best,
A.