Creating a unique and efficient user experience demands flexibility and HubSpot which is renowned for its robust CRM capabilities, offers two powerful tools that can help businesses customise their operations: HubSpot Custom Objects and Workflows. Together, these features enable you to design a CRM tailored to your organisation's specific needs, thereby driving efficiency and improving customer relationships.
Understanding HubSpot Custom Objects
HubSpot provides a range of standard objects such as contacts, companies, deals, and tickets that cater to most business requirements. However, there are occasions when these standard objects do not capture the specific data your organisation needs. This is where HubSpot Custom Objects come into play.
HubSpot Custom Objects allow you to store information beyond the default CRM data structure offerings. For instance, a real estate business might track properties and their unique characteristics, such as size, value, and location. With Custom Objects, you can create a "Property" object to house all this information. The flexibility of Custom Objects means you can align HubSpot’s CRM with the terminology and structure your business uses every day.
Enhancing Efficiency with HubSpot Custom Objects
By leveraging HubSpot Custom Objects, you empower your team to track data specific to your business model, ensuring every piece of necessary information is readily available. This significantly improves data accuracy and eliminates the need for workarounds like misusing default objects or relying on external tools.
Moreover, HubSpot Custom Objects integrate seamlessly with HubSpot’s reporting tools. You can generate customised reports that include these new objects, providing deeper insights into previously inaccessible areas of your business. This level of customisation means spending less time on manual data handling and more time focusing on strategic initiatives.
Automating Processes with HubSpot Workflows
Customising your HubSpot CRM goes beyond creating new data structures. Automation is a critical component of any efficient system, and HubSpot’s Workflows offer a robust way to streamline operations.
Workflows are automated processes triggered by specific events or actions within the CRM. These can range from a change in deal stage to the addition of a new lead or even a contact's interaction history. With Workflows, you can automate routine tasks like follow-up emails, notifications to team members, or even complex multi-step processes involving multiple teams.
For example, imagine you have set up a Custom Object for properties in your CRM. You can now create a Workflow that automatically assigns a property manager to each new listing, sends automated emails to prospective buyers, and triggers reminders for property inspections. This ensures that no task falls through the cracks, enhancing productivity and keeping your team focused on high-value activities.
Creating Workflows to Reflect Business Processes
One of the significant benefits of Workflows is their ability to mirror real-life business processes. You can create multi-step Workflows that align with your sales or service pipelines. For example, if you have a Custom Object for events, you might create Workflows to manage the event lifecycle - from initial planning to post-event follow-ups. This ensures that each stage of the process is executed on time and systematically.
In addition, Workflows can be triggered by interactions with your Custom Objects. For instance, if you track warranties as a Custom Object, you can create a Workflow that automatically notifies customers when their warranty is about to expire, prompting them to renew. These customised Workflows not only streamline internal processes but also enhance the customer experience by ensuring timely communication and follow-ups.
Synergy Between HubSpot Custom Objects and Workflows
The true magic happens when HubSpot Custom Objects and Workflows operate in tandem. Custom Objects provide the structure to store and manage unique data, while Workflows ensure that this data triggers the right actions at the right time. Whether automating complex approval processes, ensuring timely customer follow-ups, or generating detailed reports, these two features enable your team to operate efficiently and effectively.
A combination of HubSpot Custom Objects and Workflows also promotes cross-team collaboration. For example, a Custom Object for product returns could be shared across sales, service, and finance teams, each using its own Workflows to manage different aspects of the returns process. This ensures alignment and prevents information from being lost as the return progresses through its lifecycle.
The Importance of Customisation for Your Business
Every business possesses its own unique requirements and processes. HubSpot’s Custom Objects and Workflows provide the means to shape your CRM around those specific needs. By utilising these tools, you’re not just working more efficiently; you’re also creating a system that scales with your business. As your needs evolve, your HubSpot instance can grow, allowing you to remain agile and responsive in a competitive marketplace.
While Custom Objects and Workflows can significantly enhance your operations, they require careful planning and implementation. If you’re ready to tailor HubSpot to suit your specific needs, we can assist. Contact us to learn more about how we can support your business in building a CRM that functions exactly the way you require it to.
Conclusion
Customising your CRM with HubSpot’s Custom Objects and Workflows is a strategic step towards unparalleled efficiency and a customised user experience. By taking full advantage of these features, you ensure that your business processes are not only optimised but also scalable and ready for future challenges.
