The LPH customized SuiteCRM program is Company Specific Customization for your company, providing the EXACT functionality and fields to effectively manage your customer relationships, making all users 15% to 20% more efficient, and providing the ability to track all users' activities and manage all projects effectively.
LPH's CRM experts configure your SuiteCRM instance field-by-field until it matches how your business actually operates — adding, removing, and repositioning fields (including pull-down/dropdown fields, boxed in red below) so your team works with exactly what they need and nothing they don't.
The goal: make your selling, support, and manufacturing processes as efficient as possible.
LPH removes fields that are not needed, for a clean, uncluttered desktop.
LPH adds the fields that are needed, so the system fits your business — not a generic template.
Fields can be added/deleted and moved for every module; e.g. Leads, Contacts, Accounts, etc.
When doing the SuiteCRM installation if a new field is required, LPH will create it and deploy it to the Module(s) layout that you request. Data entered in a specific field in one Module (e.g. Leads Module) is available in all other Modules as long as the field is included in the Module layout.
See it in action: below is a real Lead input screen, customized for a client's sales process. Notice the Lead Status drop-down (boxed in red)—LPH sets up and edits selections like this so you can track a lead's status at a glance, and instantly pull up every Lead that matches a given stage.
A request-for-quote (RFQ) form can do far more than collect a name and phone number. In this manufacturing example, the RFQ feeds a customized SuiteCRM Lead record automatically, and every field asks a question that someone downstream would eventually have to ask the customer. Each department gets what it needs from the first submission: Your business has its own questions, and LPH builds the form and the matching SuiteCRM screens around them. Contact LPH to plan an RFQ-to-CRM workflow for your company.
The Lead Search screen is shown below. LPH will add the fields you want to use as search criteria.
Contact Overview Input screen. Salutations can be added/deleted/edited. Fields can be added/deleted/edited.
These three screens are one client's setup—yours will look different, because it's built for your business, not copied from a template. Every module gets this same treatment, at no extra charge beyond your setup investment.
Contact LPH SuiteCRM today and tell us what your ideal CRM screen looks like—we'll build it.
From Online RFQ to SuiteCRM Lead: One Workflow from Prospect to Delivery
Not sure customization is your starting point? Compare LPH's full affordable customized SuiteCRM benefits, see how LPH measures up as a Salesforce alternative, or explore our affordable hosted SuiteCRM plans.
