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CRM Object Customization

Description

Customizing your CRM objects allows you to structure your data to reflect your unique business processes. This milestone involves tailoring standard objects like Contacts, Companies, and Deals, as well as creating custom objects if needed. By aligning CRM objects with your workflows and goals, you’ll gain greater visibility into your operations and enable more effective reporting and automation.

Process Summary

  1. Needs Assessment: Collaborate to define your business processes and data requirements.
  2. Object Customization: Modify standard objects to include relevant properties and relationships.
  3. Custom Object Creation: Build custom objects as needed to capture unique data sets or workflows.
  4. Integration and Automation: Link objects with workflows and reporting tools to streamline processes.
  5. Testing and Refinement: Test the customized objects to ensure they meet your needs and refine them based on feedback.

Requirements

  • Input on workflows and data relationships to map into CRM objects.
  • Collaboration to define required custom objects and properties.
  • Feedback during testing to refine customizations.

Milestone in Action

Demo video coming soon.

Key Outcomes

  • CRM objects that reflect your unique business processes.
  • Improved data organization and visibility across teams.
  • Enhanced reporting and automation capabilities.