How HubSpot’s Object Library Streamlines Custom Data Management

Today, data is driving the business world. There is no doubt about it. As a result, effectively managing customer information is vital for business success. While many businesses use tools like HubSpot’s CRM to store and manage data, they often face the challenge of customizing their data structure to fit unique business needs. HubSpot’s Object Library and Data Model Templates offer a powerful solution by allowing businesses to create and use pre-built data models tailored to their specific requirements.

In this blog post, we’ll explore how HubSpot’s Object Library helps streamline custom data management, what Data Model Templates are, and why they’re essential for scaling your business.

What is HubSpot’s Object Library?

HubSpot’s Object Library is a collection of custom objects and pre-built data models designed to help businesses create tailored customer relationship management (CRM) structures with ease. Instead of building your data model from scratch, you can use these pre-configured templates to shape your CRM around how your business operates.

For example, businesses in different industries have varying needs — what works for an e-commerce company might not be relevant for a legal firm. HubSpot’s Object Library offers customizable data models that allows you to choose templates that fit your specific workflow and industry needs.

You can find more information on HubSpot's Data Model Templates here.

Why Custom Data Management Matters

Every business operates differently, and how you store, categorize, and use data can make or break your operational efficiency. Many CRMs offer limited flexibility regarding data models, which can result in companies either upgrading to more expensive plans or resorting to inefficient workarounds, such as trying to adapt CRM properties unsuitable for the business’s needs.

HubSpot’s Object Library provides a solution by enabling you to create custom objects and tailored data models that match your requirements. With these tools, you no longer have to force your business operations into a predefined structure — you can mold HubSpot’s CRM around your workflow.

Here’s why custom data management is so important:

• Better Organization: Custom objects and data models allow you to organize information in a way that makes sense for your business, ensuring that data is easy to find and use.
• Improved Reporting: Custom data models allow for more accurate and actionable reports. You can track the metrics that matter most to your business rather than trying to make generic reports work for your needs.
• Scalability: As your business grows, your data model can grow with you. By customizing your CRM from the start, you can avoid the headaches of migrating data or reconfiguring your CRM in the future.

How HubSpot’s Data Model Templates Simplify Customization

HubSpot’s Data Model Templates allow businesses to start building custom objects quickly and easily. These templates are pre-built models that can be adapted for various industries, business types, and use cases. Instead of spending time and resources building a data model from scratch, you can start with a template and modify it to suit your needs.

What Are Data Model Templates?

Data Model Templates in HubSpot are ready-to-use CRM configurations tailored to specific business needs or industries. For example, HubSpot offers templates for industries like real estate, e-commerce, and professional services, each of which has unique requirements for data management.

Here’s how Data Model Templates simplify the customization process:

• Pre-Configured Fields and Properties: Each template has relevant fields and properties already set up, saving you the hassle of manually configuring them.
• Industry-Specific Use Cases: The templates are designed with specific industries and business models in mind, making it easier for companies to adopt a CRM structure that fits their needs.
• Quick Implementation: By using a pre-built template, you can quickly get your custom objects and data models up and running, allowing you to focus more on your business operations and less on CRM setup.

You can explore HubSpot’s Data Model Templates here.

Examples of HubSpot Data Model Templates

Real Estate Data Model

This template is designed for real estate companies, such as agencies and property management firms, that work with real estate listings. This template recommends activating the Listings object and associating it with contacts. It also includes recommended custom properties and deal pipelines for renting, buying, and selling, helping agencies manage their listings, buyers, sellers, and deals effectively.

Healthcare Data Model

This template is tailored specifically for healthcare organizations that work with healthcare services and patients. It recommends activating the Appointments and Services objects, along with adding new custom properties for contacts, enabling better management of patient interactions and healthcare offerings.

Note: This template is only available to enterprise users since Sensitive Healthcare Data is an Enterprise feature.

Education Data Model

For schools, colleges, universities, and other educational organizations, managing courses and student relationships is crucial. This educational template recommends activating the Courses object and associating it with contacts, helping to organize information effectively. It also includes custom properties and association labels for Contact-to-Contact and Contacts-to-Courses associations, streamlining the management of courses and educational interactions.

Key Benefits of Using HubSpot’s Object Library and Data Model Templates

• Time-Saving Customization

• Enhanced Flexibility

• Improved Collaboration and Data Sharing

• Scalability for Growing Businesses

• Better Reporting and Analytics

How to Get Started with HubSpot’s Object Library and Data Model Templates

If you’re ready to start using HubSpot’s Object Library and Data Model Templates, follow these steps to get started:

• Review HubSpot’s Pre-Built Templates
  Visit HubSpot’s Data Model Templates and explore the options available for your industry or business type. These templates are a great starting point for customizing your CRM structure.

• Identify Your Customization Needs
  Determine which areas of your business need a custom data model. Do you need better customer tracking? Do you have unique data points not currently captured by HubSpot’s standard objects? Identifying these needs will help you choose the right Data Model Template or custom object.
• Implement and Customize
  Once you’ve chosen your Data Model Template, it’s time to implement it within your HubSpot CRM. From there, you can customize the template by adding or removing properties, modifying object relationships, and configuring workflows that fit your business processes.
• Train Your Team
  Ensure your teams are familiar with the new data model and custom objects. Provide training sessions so that they know how to use the updated CRM effectively and be open to feedback. This will help maximize the benefits of your custom data management.
• Monitor and Optimize
  As with any new system, it’s important to monitor how your team uses the new data model. Track its effectiveness, gather feedback, and make adjustments as needed. HubSpot’s CRM is highly flexible, so you can continue to refine your custom objects and templates over time.
  
  

Simplifying Data Management with HubSpot’s Object Library

HubSpot’s Object Library and Data Model Templates offer a straightforward, cost-effective solution for businesses looking to take control of their data. Whether you’re in real estate, e-commerce, or professional services, these tools allow you to build a CRM structure that fits your unique needs. By saving time, improving collaboration, and offering flexibility, HubSpot’s custom objects and templates provide the foundation for better data management and business success.

If you’re ready to simplify your data management, explore HubSpot’s Object Library and Data Model Templates today with the help of a specialist from the Unlimited team (Click here).