CRM Fields & Validations

Proper data engineering is the foundation for effective CRM data management. Fields are used to capture data for each record in a CRM system, but do you know if all of your prebuilt fields are being used effectively or if there is a better way to capture the data you need? Our team can show you how to standardize, categorize, and organize your CRM system, starting with the fields and validations needed to input the exact data you need. We recommend avoiding text fields as much as possible and utilizing dropdowns or checkboxes for the best results.

Adding fields without proper planning and organization can lead to chaos down the line. Let us help you streamline your CRM system and set a strong foundation for data management.

This product works seamlessly with our CRM Integrations product, as any changes made to fields will enable better integration and allow for more effective data capture. Check it out here.

If you're unsure which CRM products you need, our CRM Audit product can help identify problem areas and areas for growth. Contact us today to book a short discovery call and get started on improving your CRM system.