Build Multiple Databases In one CRM

lead management software

Multiple Databases, Whats the Big Idea?

The humble beginings of virtually every business at some point in time used an excel spreadsheet to manage leads, contacts and various other things. When CRM and Lead management software took to the cloud they quickly helped businesses work more efficiently and save time with the accessibility of common tools in one convenient place. We discovered that many CRM systems are missing a fundemental element that every business needs in a CRM- The ability to build more than one contact database.

The idea of having more than one database is quite simple and very necessary for modern businesses. There are unlimited use cases but for a minute lets think back to using spreadsheets. When you keep your spreadsheets in a folder on your work or personal computer for the purpose of selling, researching or viewing your customers you will typically have more than one- Right? Well if you said yes you've probably figured out where we're going with this. You see each of your spreadsheets are created to hold different business related information such as a spreadsheet for customers, a spreadsheet for jobs, leads or something similar. Each of the columns in your spreadsheet probably have different headings and its likely you control who in your team you will share these with.

Typical CRM systems (including market leaders) have excellent solutions but none of these systems allow you to create individual databases for different reasons (like we mentioned about)- that's not to say you can't segment information and setup routing to control who see's what but this is complex and doesn't really give you the flexibility you may need. This is also why so many businesses fail with CRM adoption.

Build multiple databases in Sanity OS

With Sanity OS you can quickly build one or more databases. You're able to create a database structure and use all the fields and stages you need for each database (or re-use a structure you created previously). Not only is it easier to get to grips with than most systems its more relative to how we've always operated.

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