A CRM provides valuable benefits for your entire company, giving your sales and marketing teams the customer data and insights they need to engage with the right audience and drive sales. It’s critical to follow certain best practices for managing that data to make sure your team always has the most accurate customer information available.
One of the best strategies for using your CRM is implementing custom fields and data forms. Customizing fields and data forms ensures you get the information you need into your CRM system so your team can make informed decisions about your leads and customers.
Read on to learn why custom fields and data forms are so helpful and how to implement them with your CRM!
Although your CRM likely comes with an extensive list of fields out of the box for managing different processes, your organization may need to input, track, and search for more customized information. Using custom fields in your CRM is the solution.
Creating custom fields in your CRM allows you to tailor your CRM to your organization’s needs. Custom fields ensure your team keeps track of important information about your leads and customers and appropriately records their sales activities within your CRM.
You can generally create custom fields for a wide range of information, including:
The exact steps for creating custom fields in your CRM depend on which CRM you’re using and your customization options. Here are a few general tips about how to create a custom field and place that field on the appropriate page in your CRM:
Online data forms are one of the best methods for collecting customer data. Data forms convert more leads into customers by prompting website visitors to reach out to your team so you can learn how to meet their needs.
With the right tools, you can easily create custom data forms and embed them in your website to gather the data you want from your customers and leads. Data forms are fully customizable to fit your company’s brand and ask the questions that matter most, whether that’s the size of your lead’s company or the problem they’re struggling to solve.
Some of the key data points you can collect through data forms includes:
Designing and implementing data forms on your site is easy if you use the right tools. Follow these steps for creating data forms for your organization’s website:
It may be tempting to gather as much information as possible from your leads with each form. However, without specific goals, your data forms could become too long and complex, discouraging leads from filling them out. Your team could also gather information that doesn’t help your company meet its objectives and instead clutters your CRM.
Create a short list of goals you want your data form to achieve to ensure you’re gathering relevant and helpful information from your leads. For example, you may want your forms to encourage leads to upload files, answer a multiple-choice question, provide their email addresses, or describe in detail what’s interesting or bothering them.
Online forms live on specific pages on your website, so you can easily gather the information you need from leads depending on their needs.
Decide where to place each form based on where it will most likely reach its goals. Some of the best places to embed data forms on a website include your customer support page, about page, and website footer.
When it comes to actually designing your data forms, selecting the right tools is critical. Research the form builders available to see which ones provide the capabilities your business needs.
Look for a form builder that makes it easy to customize the form’s design and what information you gather through it. It’s also a great idea to use a form builder that connects with and automatically creates new leads in your CRM when someone submits their information.
Once you’ve designed your data forms, it’s time to set them live on your site. If you don’t have a developer on your team, use a form builder that makes it easy to start collecting customer data. A form builder that connects to your website via an embeddable code can be easily copied and pasted wherever you need it to live.
Is your form’s wording or design leading to more or less form submissions? With a form builder that tracks page visits, submissions, and conversion rates, you can see what’s working and improve what isn’t.
Once you create custom fields and data forms for your CRM, you need to set up data validation. Validating the data your teams collect through forms and fields ensures that your information is usable and is critical to keeping your CRM data accurate.
Data validation is the process of reviewing your data to ensure it’s up-to-date, complete, and correct after data cleaning is complete. When your team validates your CRM data, they make sure it follows your business’s rules so they can trust it and the insights it provides.
Your CRM may be able to complete some aspects of data validation for your team, but your team should manually handle what it can’t. Here are a few tips for setting up data validation:
Implementing best practices for managing your CRM data will make your CRM data more useful for your whole team. Using custom fields and data forms enables you to gather the customer and lead information your sales and marketing teams need to make top-notch decisions and transform more leads into customers.
Having the right CRM is also important for making the most of your data, and Nutshell is the perfect tool for organizing and managing your customer information.
Nutshell makes it easy for your team to input data into custom fields within the platform and ensure data is up to date. And with Nutshell Forms, you can easily create beautiful and functional forms that collect lead information and give you actionable insights into your site’s visitors. Plus, other powerful features like sales automation, pipeline management, performance tracking, and built-in email marketing tools make Nutshell the best option for companies needing a high-powered CRM system.
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