Some CRMs allow for the creation of “Custom Modules” to help businesses track data that doesn’t fit standard molds of Accounts, Opportunities or Leads.
– A “Target” module in SugarCRM
– A “People” module in Salesforce
– A “Subscriptions” module in Salesforce
Tenfold treats these custom modules just like Contact and Account modules!
At the time of a call, we find and display important caller/callee information pulled from the CRM custom module such as activity history.
If there are multiple matching records, the custom module records are displayed alongside contact, lead and account matches.
If there are no matching records found, we enable searches of existing custom module records so you can log calls exactly where you want them!