Client birthdays, special anniversaries or company information that helps salespeople provide personalized, targeted pitches.Some ideas for custom data fields include: You can use custom fields to store all data relevant to a specific point in the sales process or customer journey. With Insightly, you can add as many lead statuses as you need depending on the steps in your sales process, but there are five default statuses :Ĭustom lead statuses could include “downloaded e-book,” “send email” or “bad timing.” Custom FieldsĮvery company will have a similar basic data structure that includes the above categories, but your business will require its own unique custom fields. CRM data offers excellent insights into the status of your leads in your sales pipeline, in real time. Understanding where your leads are in the sales process helps you approach them in the most impactful way. This type of data is always in flux as your prospects move through the sales process, unless they’ve decided to opt out. Stages of the customer journey can include:Ī prospect is someone who has given you their contact details, while a long-time client is loyal to your company and recommends it to others. One crucial area to gather data is around the sales lifecycle, which involves categorizing leads according to how sales-ready they are. What’s more, clean data means your team can put Insightly’s CRM data to use more effectively and profitably.īelow is a guideline for how to structure CRM data, but keep in mind that each company should customize its own structure according to organizational goals and processes. The quality of the reports you generate is directly linked to how well-organized your data is. Thorough and effective IT management is necessary to maintain an organized CRM database - and the first you need to know is how to structure your CRM. A robust, well-maintained CRM database provides a complete picture of who your customers are, their history with your company, how they prefer to engage, and what they might want from you in the future. Of course this list isn’t exhaustive, but it provides a good overview of the data that is typically included in a CRM database. This includes information on customer buying behavior, which provides key insights into each customer’s preferences. This includes details on the customer’s history with your company, from the first contact through every subsequent interaction.ģ. This includes basic contact information and other details about your customer’s identity, as well as personal insights that might help to close a deal or maintain a healthy relationship.Ģ. In general, the information in CRM databases falls into three broad categories:ġ. That’s why your CRM database must be flexible enough to include whatever data your business might need. What kind of data is stored in a CRM database?Įvery company has its own way of doing business, with unique processes and individual uses for customer data. Think of it this way: the CRM is the engine that drives sales, marketing, and service processes, while the CRM database is the fuel that makes the engine run. After all, the CRM has little value without the CRM database. It’s understandable that these terms have been conflated. It’s used to collect, store, organize, analyze, and share information about every customer, prospect, partner, and contact.
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