Data Card or Relational Data

[Anonymous]

While I hate to mention the competition, there is one that is doing this and we found it beneficial. It's the notion of a data card or data set that can be related to the individual for keeping track of multiple items without creating multiple fields.

An example would be contract information - an individual may have multiple contracts each with unique identifier, expiration, etc. It would be nice to be able to associate this set of information to the user but not have to create fields for Contract 1, Expire Date 1, etc. that is visible at the root for all leads.

Another instance is promotions where they are responding and selecting a fulfillment item, would be nice to have this associated to the individual similar to contracts instead of endless fields on all leads. It simply scales in a different direction.

[Anonymous]

Definitely not 100% the same as what this competitor is doing, but I wanted to check and be sure you've explored custom objects for this purpose.

[Anonymous]

If you are referring to something like the SFDC objects yes, we do some of that, but we do have the need on a pre-sales basis and I'm sure those who are not using additional CRM solutions could also benefit.

This would also be a nice way of circumbventing the 90 day window on activities, some of it could be stored off to a DC for lookup.