Introduction To CRM Custom Fields | Redefining The Customer Journey S1E4

How to make your business succeed with your CRM usage is the core topic in this fourth episode of "Redefining The Customer Journey" and provides an expert introduction into the custom fields that you load into your CRM.

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#CRM #CRMTraining #CustomerJourney #CustomerJourneyMapping #CustomerExperience #Automation #MarketingAutomation #SalesAutomation #ServiceAutomation #AIAutomation #Keap #Infusionsoft #GoHighLevel #GHL #HighLevel #CustomFields

➡️ About Redefining The Customer Journey
This series takes a deep dive into how anyone from a local small business owner up to a corporate CEO can build a modern business that is flexible, and able to quickly adapt & evolve. In each episode we cover one specific CRM topic to explain what it is, why it’s important, common problems, and the best solutions we’ve seen throughout our experience.

With these easy to implement business principals you're going to make more money while saving hundreds of hours by implementing a few simple steps. We’ve all seen businesses collapse because they were built on weak foundations riddled with problems in their day-to-day which are also unnecessarily complex to grow and scale. We want to help you build something that leverages your time & resources for maximum effectiveness without sacrificing your customer experience. Specifically in this episode we are going to give you some major takeaways on the topic of custom fields.

✅ Episode Concepts Work For
• Keap (Infusionsoft)
• HighLevel
• HubSpot
• SalesForce
• Microsoft Dynamics
• Zoho
• Monday
• RedTail
• Pipedrive
• ClickUp
• ZenDesk

✅ Use These Ideas With
• Landing Pages
• Email
• SMS Text Messaging
• ChatBots
• Voice AI Agents
• Direct Mail
• Funnels
• eCommerce
• Facebook Ads
• PPC Advertising
• SEO, VSO & GEO

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