With Membrain's new update, you can now curate the information displayed on your CRM pages. Show and hide custom field groups based on relevance, ensuring that only the information you need is at your fingertips. For this reason we recently released the ability to show and hide groups of custom fields on both companies and contacts.
Having full control over your data is key in this day and age, and as we enter a new year, the need for this is not going to be less in 2024 and beyond. You can control this in the custom field views in your system setup page on both company and contact views.
As always, here are some ideas on how you can use this to your advantage:
Scenario 1: Customer Specific information
For existing customers, dive deep into pertinent details without overwhelming the interface. What did they purchase? Current agreement terms? The number of locations? Tailor your CRM to reveal critical company-level insights only when needed.
Scenario 2: Contact-Level Tiers
Streamline your contact profiles by displaying specific custom fields based on stakeholder tiers. Gather essential insights on primary stakeholders without inundating your CRM with redundant information across thousands of contacts.
Scenario 3: Marketing Insight Precision
Target contacts who engage with your marketing content. Unveil custom fields showcasing marketing insights exclusively for those who downloaded offers, participated in webinars, or interacted with your website. It's personalized, strategic, and efficient.
This update isn't just about features; it's about empowering you to wield your CRM with precision. Say goodbye to clutter, embrace customization, and elevate your CRM experience with Membrain.
Got any questions about this update? Reach out to us at support@membrain.com, we're here to assist you!
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