The Basics 👉🏼 Leads, Contacts & Custom Objects, explained...

Jungo CRM is designed to help businesses automate their sales and marketing processes. The software is packed with a variety of features and tools that help businesses manage their leads, track their sales, and improve their marketing efforts. One of the key components of Jungo CRM is its object-based data model. In this blog post, we’ll explore the different objects within Jungo CRM and how they help businesses manage their customer data.

What are Objects?

Objects are the building blocks of any CRM system. They are data structures that represent different types of information that businesses collect and manage about their customers. Objects can be thought of as tables in a database, and they contain fields that store specific pieces of information. Each object has its own set of fields and relationships with other objects, which helps to organize and relate different pieces of data. Jungo CRM includes several objects that are designed to help businesses manage their customer data. These objects include:

1. Contacts

Contacts are the individuals who interact with your business. They can be customers, prospects, or anyone else who has shown interest in your products or services. Contacts in Jungo CRM contain information such as name, email address, phone number, and other details that help businesses keep track of their interactions with them. Contacts can be organized into groups or lists, which can be used to send targeted marketing campaigns or follow-up messages.

2. Accounts

Accounts are the companies or organizations that your business interacts with. They can be customers, vendors, or other types of partners. Accounts in Jungo CRM contain information such as name, address, and other details that help businesses manage their relationships with them. Accounts can be related to one or more contacts, which helps to keep track of the different people who interact with a particular account.

3. Leads

Leads are potential customers who have shown interest in your business but have not yet made a purchase. Leads in Jungo CRM contain information such as name, email address, and other details that help businesses track their interactions with them. Leads can be assigned to specific salespeople or teams, which helps to prioritize follow-up efforts.

4. Loans (Opportunities)

Loans are potential sales deals that businesses are working on. They can be related to a lead, contact, or account, and they contain information such as the loan amount, expected close date, and other details that help businesses track their progress. Loans in Jungo CRM can be assigned to specific salespeople or teams, which helps to ensure that follow-up efforts are coordinated.

5. Tasks

Tasks are to-do items that need to be completed in order to move a lead or opportunity forward. They can be assigned to specific individuals or teams, and they can be associated with a specific contact, account, or opportunity. Tasks in Jungo CRM help businesses stay organized and ensure that important follow-up actions are not overlooked.

6. Campaigns

Campaigns are marketing initiatives that businesses use to reach out to their contacts and leads. They can be email campaigns, social media campaigns, or other types of marketing efforts. Campaigns in Jungo CRM contain information such as the target audience, message, and other details that help businesses track their effectiveness. Campaigns can be associated with specific contacts or leads, which helps to ensure that targeted marketing efforts are coordinated.

Jungo CRM’s object-based data model provides businesses with a powerful way to manage their customer data. By organizing information into different objects such as contacts, accounts, leads, opportunities, tasks, and campaigns, businesses can easily track their interactions with customers and prospects, prioritize their sales efforts, and improve their marketing campaigns. If you’re looking for a powerful CRM system to help you manage your customer data, Jungo CRM is definitely worth considering.