- What are the main objectives that CRM has to content?
- What do you think that any CRM must have as the fields in order to respond successfully to the marketing, commercial and financial aspects?
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In practise, the answers to your questions will depend on the size and complexity of the business.
In a smaller business, an off the shelf solution should work and provide sufficient customisation capability. The key will be in selecting the right person to 'own' the project, and securing user buy in.
In a larger organisation, a more bespoke solution is likely to be needed. You will need time to 'sandbox' this and get user feedback ahead of implementation.