To create a customized CRM solution for a specific niche or target market (e.g., agriculture or a country like India), follow these steps:
- Create a Private Package:
- First, define and create a private package tailored to your target niche. This could be a package designed specifically for a niche like Agriculture or a country-based package, such as one for India. The package will act as the base template for the CRM solution.
- Assign a Customer to the Private Package:
- Create a customer account (tenant) that will be assigned to this private package. The customer will essentially be the recipient of the niche-specific configuration.
- Create a Seeding Instance (Tenant):
- Set up a seeding instance for the customer. The seeding instance will be used to pre-populate the CRM with niche-specific data and configurations. This includes settings such as:
- Default currency (e.g., INR for India, USD for the US, etc.)
- Country-specific settings (e.g., language, timezone, etc.)
- Industry-specific templates (e.g., agricultural equipment templates for an agriculture-focused CRM, or tax forms for India)
- Set up a seeding instance for the customer. The seeding instance will be used to pre-populate the CRM with niche-specific data and configurations. This includes settings such as:
- Edit the Public Package and Link Seeder:
- Once your seeding instance is set up, go to the SaaS > Packages
- Edit the package and select the seeder you created for the package (from advance settings area). This will link the seeding configuration to the package.
- Automatic Customization for New Tenants:
- As a result, any new tenant subscribing to the package will automatically receive a CRM instance with the pre-configured, customized settings that reflect your niche or country-specific configuration.
- This means the default CRM experience for the new tenant will include all the customizations from your seeding instance (e.g., default currency, industry-specific modules, etc.), ensuring a seamless and relevant setup.
