The Power of the Custom Values Feature in Desimble CRM

Why the Custom Values Feature Matters

In business communication, consistency is key. Custom Values in Desimble CRM streamline your processes by allowing you to store and reuse essential data across all your tools. From ensuring consistent branding to speeding up repetitive tasks, Custom Values make your CRM more efficient and accurate.

Highlights of the Custom Values Feature

• Centralized Data Storage: Store important data in one place for consistent use.
• Dynamic Updates: Make changes once, and they reflect everywhere instantly.
• Easy Integration: Use Custom Values in emails, SMS, automations, and workflows.
• Improved Efficiency: Reduce manual input and eliminate errors in communication.

The Power of Utilizing Custom Values in Desimble CRM

1. Ensure Consistency: Maintain uniformity across all customer interactions and workflows.
2. Save Time: Eliminate repetitive typing by using placeholders for commonly used information.
3. Reduce Errors: Update values centrally to ensure accurate data everywhere it’s applied.
4. Enhance Personalization: Use Custom Values to dynamically populate data in communications and campaigns.

Example Use Case

You’re a marketing agency frequently referencing your contact details in email campaigns. With Custom Values, you can:

• Store your agency name, phone number, and email as Custom Values.
• Insert these values into email templates and landing pages automatically.
• Update your phone number once, and it reflects across all templates and workflows.
• Use values like “Client Name” or “Project Deadline” in automations for personalized messaging.

Why It’s a Game-Changer
Desimble’s Custom Values feature ensures your communications and workflows are accurate, consistent, and efficient. By centralizing frequently used data and automating its application, this tool saves you time while enhancing professionalism and reliability.

‍