The CRM system customization process can be summarized into the following steps:

1. Demand analysis stage:

- The enterprise needs to clarify its business requirements, sort out the business process, and develop the function list according to the situation. This is to ensure that the right CRM management system customization functions are selected in a targeted manner to avoid various problems in the customization process.

2. Establish an internal leader:

- Designate an internal person responsible for communicating and coordinating with the CRM vendor and overseeing the entire customization process. This person should have a clear understanding of the business needs and objectives of the enterprise, and be familiar with the basic functions and principles of the CRM system.

3. Market research and selection:

After identifying their needs, companies need to screen and evaluate the CRM systems already on the market. When choosing a CRM vendor, consider the vendor's level of expertise, experience, quality of service, technical capabilities, as well as price and contract terms.

4. Scheme design stage:

- This stage is divided into two steps: prototyping and detailed design. The prototype design shows the overall architecture and user interaction experience of the future system. Enterprises can choose the right development platform based on their size, budget and technology maturity.

5. Custom development and adjustment:

After identifying a CRM vendor, the enterprise needs to provide existing customer data to facilitate data migration and integration. Enterprises should be involved in the design and development of CRM systems, providing feedback and suggestions in a timely manner to ensure that the system meets their needs and expectations. After the customization is completed, the CRM system needs to be tested and accepted.

6. Staff training and guidance:

- In order to improve the efficiency and effectiveness of customer management, enterprises need to train and guide employees on CRM system, so that they understand the functions and operation methods of the system. At the same time, regular system maintenance and updates are also essential to ensure its stability and security.

7. Later upgrade and maintenance:

Because the market environment and customer needs are constantly changing, enterprises should continue to pay attention to the operation of the system and update the upgrade function or fix the vulnerability in a timely manner. Maintaining good communication with suppliers is also key to ensuring continuous optimization of the system.

To sum up, the process of CRM system customization requires close communication and collaboration between the enterprise and the CRM vendor to ensure that the customization process goes smoothly and achieves the desired results.