Using a custom object to capture intent data in your CRM leads to booking more meetings and increases qualified pipeline. As a result, your outbound go-to-market engine is unified to multi-channel the right buyer, at the right time.
Have you ever felt overwhelmed by your CRM, with thousands of pieces of information and intent data? Do you struggle to harness the full potential of your insights?
If these resonate, custom objects in CRMs might be the solution you need to store and activate intent data. Let's have a look.
In the world of GTM Ops (Sales, Marketing, Revenue, and Growth Operations), your CRM is a vast puzzle. Scattered intent data are the missing pieces hindering a comprehensive view of operations. Custom objects can fill in as the pivotal missing pieces—the connective tissue aligning and assembling these disparate fragments into a coherent picture.
Picture this: Custom objects within your CRM act as tailored containers, designed explicitly to house and organize diverse intent data. They provide a structured framework, akin to individual compartments within a well-organized toolbox, where each compartment holds specific intent types with account-specific details, multiple contact relations, or key engagement metrics.
By structuring data within these objects, revenue teams can gain the power of insights, improving segmentation, lead batching/routing, ABM targeting, account scoring, ultimately identifying patterns to activate pipeline.
Custom objects transform the CRM landscape by leveraging a strategic organization method. They empower teams to unlock the full potential of their data, enabling more precise targeting, personalized interactions, and activation.
The first thing you need to keep in mind is that using the same custom object for too many different intent types won’t deliver the same results.
Implementing custom objects requires thoughtful planning and architecture. You need to take into consideration how to activate the data to create a valuable custom object.
The most common architecture is one custom object for product data and another for third-party intent data.
Outbound
Marketing
Ops
Quick side step: if you don’t have the ground data in your CRM, you would need an additional step to clean and enrich your data.
By now, you get the logic, this is the same method if you want to add other custom objects, except that you need to check the relationship between objects and record types to craft the best architecture.
💡 The easiest way, you pick a pre-build custom object like the LoneScale in Salesforce to fast-track the process.
In a rapidly evolving market where prioritizing and personalizing customer interactions is a must-have, leveraging a custom object for intent emerges as a way for businesses to understand, and engage their audience more effectively.
To setup Custom Objects like a pro, we advise you to read:
Go from static databases to dynamic, real-time buying signals that convert.