It's very typical to connect it with just minor additions to the fields in the New Lead/New Contact screens. Though, sometimes the customers have specific sales process related needs, which we implement with custom workflows in the app.
For instance, when logging a call, we would include several steps that the user have to complete (attach call to opportunity/assign task to colleague/ imagination runs wild).
Apart from call-logging, the app is highly customizable for you to collect the data that you need in the easiest way.
Some of the customization we've implemented for our clients:
- Customize the home screen
- Customize the contact card
- Customize the workflows
- Add fields to the business card scanner
Is there any specific customization you want for your sales team? Reach out to us at email@example.com and we'll bring it to life.