Managing Data with Custom Objects in HubSpot

[jrineakter]

Efficient data management is crucial to success. Many businesses face challenges such as information fragmentation, data duplication, and inefficient processes. HubSpot offers a powerful solution through its custom objects.

Let's see in this article how this tool can transform the way companies manage their data.

What are custom objects in HubSpot?
Custom objects in HubSpot allow businesses to represent relationships and data models that don't fit into the system's standard objects (such as contacts, companies, or deals). This australia telegram data flexibility allows the CRM to be tailored to the specific needs of each business.

Benefits of using custom objects:
Data centralization: Reduces the need for spreadsheets and dispersed systems.

Customization: Adapt the CRM to the unique processes of your business.

Improved decision making: Access to more complete and related data.

Operational efficiency: Reduces duplication of effort and data entry errors.

custom objects

Case study: Transforming data management at a language academy
Let's imagine a language school called "Polyglot Academy", which offers courses in several languages ​​at different levels and modalities. Before implementing custom objects in HubSpot, they faced several challenges in managing their information:

Initial situation:
They used multiple spreadsheets to manage information about courses, students, and teachers.
Information on student progress was scattered across different systems.
It was difficult to effectively connect students with their courses and teachers.
Tracking payments and scheduling classes were manual processes prone to errors.
Custom Objects Implementation:
Polyglot Academy decided to leverage HubSpot custom objects to centralize and optimize their data management. They implemented the following custom objects:

Object "Courses":

Properties: Language, Level, Modality (in-person/online), Duration, Price, Maximum capacity.
Associations: Linked to Contacts (students and faculty) and Businesses (enrollments) objects.

Object "Classes":

Properties: Date, Time, Classroom/Videoconference Link, Lesson Topic.
Associations: Linked to Courses and Contacts objects (teachers and students).

Object "Evaluations":

Properties: Assessment Type, Date, Grade, Teacher Comments.
Associations: Linked to Contacts (students) and Courses objects.
Implementation process:
Needs Analysis: The Polyglot Academy team worked to identify the critical data they needed to manage.

Object Design: Properties and relationships of each custom object were carefully defined to ensure an efficient data structure.

Data Migration: Imported existing data from legacy spreadsheets and systems into new custom objects in HubSpot.

Process development: Workflows were created for tasks such as assigning students to classes and tracking payments.

Staff training: Training sessions were held to ensure that all staff could effectively use the new system.