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Custom objects play a crucial role in a CRM (Customer Relationship Management) system, offering a range of benefits that contribute to the system’s effectiveness and adaptability. Beyond the confines of standard CRM modules, custom objects allow businesses to tailor their CRM systems to their unique needs.
In CRM systems, custom objects are containers for data that organizations can create to represent unique entities or business processes. Unlike standard objects (such as leads, contacts, and opportunities), custom objects allow users to define and structure information according to their specific needs.
In the case of Insightly, custom objects empower users to go beyond the standard CRM modules, providing a canvas to design data structures that align precisely with their business requirements.
Some common use cases for custom objects include:
Choosing a customizable CRM system is essential for organizations looking to optimize their processes and adapt to industry-specific requirements. The ability to customize an entire CRM system to unique needs ensures that it evolves and scales with your organization.
Every industry has its nuances and specialized data points. Custom objects are one customization option that enables businesses to seamlessly adapt their CRM to industry-specific needs. For example, a Solar company using Insightly can create custom objects for managing projects, tracking timelines, and associating relevant documents, ensuring that the CRM truly reflects their operational reality.
Another important aspect of having a customizable CRM is that all custom configurations, like custom objects, contribute significantly to the depth and granularity of reporting and analytics available. The more data inputted within the system, the better the decisions can be made.
Here is a step-by-step guide to help you set up custom objects as an admin in Insightly:
Custom Objects can trigger Workflow Automation just like Standard Objects. This capability addresses various challenges, such as monitoring team task completion, delivering timely updates and progress reports, and alleviating bottlenecks arising from handoffs or approval processes.
Insightly offers robust cross-object reporting features for both Custom and Standard Objects. You can locate Custom Object report templates within the Other Reports folder. Simply drag and drop fields from your custom object, along with any linked standard objects, directly into the report’s body.
Regarding business investments, a Customer Relationship Management (CRM) system is an essential tool that requires careful consideration. Making the most out of this investment is critical. When thinking through options, the wise choice is to opt for a customizable CRM with the capabilities of custom objects. This strategic decision empowers organizations to break free from the constraints of standardized data structures, enabling a more fluid and adaptive approach to data management.
Custom object capabilities within the system also enhance reporting and analytics, providing organizations with a comprehensive view of their data. This depth of insight is invaluable for informed decision-making. Insightly’s commitment to flexibility and scalability enables businesses to leverage custom objects for tailored data management and adapt to industry-specific needs.
Interested in learning more about Insightly, the customizable CRM? Watch a demo on demand, or get a personalized Insightly demo today.