Custom Module in CRM systems allow businesses to extend the functionality of the CRM platform to meet their unique requirements. Custom Module are data structures that can store and manage information specific to a business process or industry. Custom Module represent the different types of relationships and process your business process more smoothly and efficiently as per the requirements.
Here are some of the Used cases of Custom Module in CRM system:
- Industry-Specific Data Management: CRM systems often have predefined module like leads, contacts, and opportunities. However, industries may have specific data entities that need to be tracked. Custom Module can be created to store and manage industry-specific data such as patients in healthcare, properties in real estate, or projects in professional services.
- Sales Process Customization: Custom module can be utilized to tailor the CRM system to match the organization's sales process. For example, a custom module can represent a "sales contract" that captures details such as contract terms, associated products or services, and contract milestones. This allows businesses to track and manage the entire sales cycle within the CRM system.
- Event Management: Custom Module can be employed to manage events and conferences. A custom object can represent an event and include fields such as event name, date, location, attendees, and associated tasks. This enables businesses to track event-specific details, manage registrations, and analyze the effectiveness of their event strategies.
- Customer Support and Case Management: CRM systems typically provide basic case management functionality, but custom module can enhance this capability. For instance, a custom module can represent a support ticket or case and include fields like issue description, priority, status, and associated communications. This allows businesses to track and resolve customer issues effectively within the CRM system.
- Product Catalog and Inventory Management: Custom Module can be created to manage a product catalog within the CRM system. This includes information such as product names, descriptions, pricing, and stock levels. By utilizing custom module, businesses can keep track of their product inventory, associate products with customers, and manage pricing and discounts.
- Project Management: Custom Module can be utilized to track and manage projects within the CRM system. A custom module can represent a project and include fields for project details, milestones, tasks, resources, and project status. This enables businesses to centralize project-related information, collaborate with team members, and track project progress.
- Custom Analytics and Reporting: Custom Module can be leveraged to capture specific data points needed for advanced analytics and reporting. By creating custom Module to store relevant data, businesses can generate custom reports, perform in-depth analysis, and gain insights tailored to their unique requirements.
Custom Module provide businesses with the flexibility to adapt their CRM systems to their specific needs and workflows. By creating custom module, organizations can streamline their processes, capture essential data, and gain a comprehensive view of their customers and operations within the CRM system.