Translation or localization of a CRM system?

Pavlína Hilscherová
Jun 10th, 2024

In its expansion into foreign markets, the relatoo CRM+ system appeals to customers in different languages and cultures. One of the key tools that helps us in this endeavour is the customer relationship management system, or CRM. To be effective across different markets, a CRM system must not only be technically equipped, but also fully adapted to the local language and culture. Therefore, translation and localization of the CRM system is a necessary step to ensure its effectiveness and acceptance by users in specific regions.

Localization of a CRM system is not just translating words or transferring text from one language to another while observing grammatical and stylistic rules of the language and preserving the meaning of the original text. In fact, the translation process itself often does not include a deeper reflection on the idea of the original text. Localization, on the other hand, involves, for example, a wide range of user interface modifications, taking into account nuances, local legal norms and business practices, such as the integration of specific payment methods that reflect local customs. These steps require not only language skills but also a deep understanding of the target culture and technical environment.

For the relatoo system we have chosen the principle of localization. The system works in Czech, English and German. We are currently working on Slovak and will expand the system to other languages in the future. Thanks to the CRM localization we can manage international business relations more effectively and communicate with clients in their native language. All this not only increases customer satisfaction, but also builds trust and loyalty to the brand. A localized CRM system also allows us to better understand customer needs and tailor offers and services to their specific expectations.