Custom Objects
Any thoughts on adding custom Objects to Pipedrive, somewhere along what you can do in SFDC?
Comments
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Pipedrive & Salesforce are two very different systems that serve two different audiences.
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Boris Tsibelman said:
Pipedrive & Salesforce are two very different systems that serve two different audiences.
Thanks, well ... I get that SFDC is a different and much more complicated system. But there are others out there too which have objects, such as Freshsales. My question was really only if there is any thoughts on this matter from Pipedrives side. I could see it be useful for many ppl, even without being as advanced as SFDCs variant.
In its easiest form a way to add a new icon to the nav bar, and showing just a list, for example "Support cases", "Invoices" (for example from the ERP system), "Service Agreements" or any other things.
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Boris Tsibelman said:
Pipedrive & Salesforce are two very different systems that serve two different audiences.
Thanks, well ... I get that SFDC is a different and much more complicated system. But there are others out there too which have objects, such as Freshsales. My question was really only if there is any thoughts on this matter from Pipedrives side. I could see it be useful for many ppl, even without being as advanced as SFDCs variant.
In its easiest form a way to add a new icon to the nav bar, and showing just a list, for example "Support cases", "Invoices" (for example from the ERP system), "Service Agreements" or any other things.
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Boris Tsibelman said:
Pipedrive & Salesforce are two very different systems that serve two different audiences.
Oh I know, but that was not the question. Simpler systems such as Freshworks Aldo have some functionalitY close to what I was asking about.
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Boris Tsibelman said:
Pipedrive & Salesforce are two very different systems that serve two different audiences.
Oh I know, but that was not the question. Simpler systems such as Freshworks Aldo have some functionalitY close to what I was asking about.
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Boris Tsibelman said:
Pipedrive & Salesforce are two very different systems that serve two different audiences.
Oh I know, but that was not the question. Simpler systems such as Freshworks Aldo have some functionalitY close to what I was asking about.
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Boris Tsibelman said:
Pipedrive & Salesforce are two very different systems that serve two different audiences.
That's quite a beautilful not exactly helping answer.
Custom objects could be usefull for the exact audience Pipedrive is addressing.2 -
It would be wonderful, if Pipedrive would support custom objects and here is why:
- Imagine you are a training solution supplier. Of course you can sell trainings via Pipedrive and manage all necessary sales data. But when it comes to certifications, there is something missing like "Earned certification ABC valid until dd-mm-YYYY" (with an automation underneath which triggers a certification renewal lead eg.). This could be an object "certification" and you can add it as many times as you want to one contact with different data. In this case there are three fields needed (name / type=text, description / type=textarea, valid / type=date)
- Or imagine you are a management consulting company and you sell (individual) workshops. For every workshop there could be a workshop object, which contains (name / type=text, start / type=date, end / type=date, participants / type=listOfContacts, documentation / type=file) linked with a lead object offering this workshop
- Or imagine you are a webdesign agency. Wouldn't it be great to have an object "website" with fields like (name / type=text, URL / type=URL, start / type=date, end / type=date, ...) and add as many as you need to a contact / organization.
- Another use case: a courier company can create a custom object to store the schedule and dispatch details for every week. So these objects store the data that is unique to the business. The custom objects can also have custom fields along with the standard fields available in Pipedrive
You see - there infinite use cases that can benefit from custom objects.
What do you think about this?
Best, Patrick
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