As an owner of a trivia company, you want to spend the majority of your time crafting amazing trivia nights, not worrying about organization and the finer details of your business. A CRM can help you stay organized, keep track of leads and clients, and streamline your workflow so that you can focus on what you do best. To get off to the best possible start with your new CRM, you’ll want to customize it to suit your needs. There are many CRM features that there’s no need to customize, but to make the most of your CRM, some features will require a bit more set up. To speed up your CRM set up process, read on for customization ideas that will help you get the best value out of your CRM as an owner of a trivia company.Three critical features that you’ll want to customize in your CRM are groups, pipelines, and custom fields. Take a look below for some inspiration for how you can customize these three features as an owner of a trivia company and make your CRM work for you.
As an owner of a trivia company, it will be especially important to collect key information on the events you are hosting and about any sponsors of those events.
•📆Event Booking Date (date field)
•💵Sponsorship Level (dropdown listing different sponsorship levels)
•🎬Event Theme (textbox listing trivia theme for particular event)
•🛠️Required Equipment Setup (checkbox listing any necessary equipment to bring for event)
Pipelines are composed of statuses—each status is step in the process you are tracking. Pipelines consist of both active and closed status. An active status is something that requires follow up or additional work. A closed status tracks the end points of a process.
As an owner of a trivia company, you can use a pipeline to track your entire process. From the moment someone asks to schedule a trivia night to when you're celebrating the execution of another great night of trivia—store all of that information in your pipeline. Take a look at an example pipeline for an owner of a trivia company below.
As an owner of a trivia company, you can use groups to keep track of your trivia fans, as well as the venues and sponsors that help make trivia night possible. Take a look at a couple example groups that are perfect for owners of trivia companies below.
•📣Trivia Fans
•🏢Venues
•💵Sponsors
Once you’ve created custom fields, pipelines, and groups in your new CRM, you are ready to get started! Dive right in and start making the most of your new CRM.
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