Elevating Your CRM: The Power of Quivr's Record Types
At Quivr, our mission is to empower financial advisors to run their businesses at peak efficiency. As a CRM built by advisors, for advisors, we've harnessed the robust power of Salesforce while making its incredible capabilities accessible and user-friendly. One such powerful feature, often overlooked or misunderstood, is the Record Type. While some aspects of Salesforce can seem complex, understanding Record Types is key to truly customizing Quivr to your firm's unique needs.
Simply put, a Record Type defines the type of information a record holds. Think of it like this: if an "object" (like a household or a project) is a big filing cabinet, the Record Type is the specific type of folder you put inside. For households, Quivr uses various Record Types such as Clients, Prospects, COIs (Centers of Influence), and even internal Firm records. While it might seem like a simple classification, the real power of a Record Type lies in its ability to control what fields and page layouts are displayed for that specific record.
Tailoring Information to Your Needs
The magic of Record Types isn't about filtering; it's about redefining the user experience for different data sets. For example, if you're viewing a COI record (like an accountant), you likely don't care about their age or typical client-related financial fields. Instead, you'd want to see which of your clients they work with, and perhaps a list of tax returns or documents they've drafted. Record Types allow Quivr to present exactly this relevant information, eliminating clutter and focusing on what matters for that specific relationship. This level of tailored display can significantly boost efficiency, ensuring your team has the right data at their fingertips without sifting through irrelevant details.
Revolutionizing Project Management
Where Record Types truly shine in Quivr is within Projects. While all projects share a common "project" object, their Record Types allow for vastly different functionalities and field sets. A "Mortgage Project" has entirely different data needs than an "Estate Plan Project" or a "Tax Prep Project." For instance, an estate planning project needs fields for beneficiaries and trust details, not mortgage rates. This focused approach ensures that your team sees only the necessary fields, reducing confusion and increasing accuracy.
Even more powerfully, Quivr empowers you to create your own custom Project Record Types. Do you specialize in helping early-career physicians with student loan analysis (like PSLF or SAVE plans)? While Quivr might not have a pre-built "Student Loan Project" template, we provide the tools and guidance for you to build one yourself. Many firms have successfully created custom project types in just a few hours. By simply whiteboarding your process, you can build new fields, drag and drop them onto your desired page layouts, and create a specialized "manila envelope" that perfectly matches your unique workflows.
Empowering You to Customize
We understand that customizing a CRM might sound "developer-y" or outside a financial planner's comfort zone. However, our philosophy at Quivr is to teach you to fish. Through our comprehensive community resources and weekly Office Hours, we actively guide existing users through this process. You're not alone; we're happy to help you map out your ideal project flow, build custom fields, and implement new Record Types.
Our goal is to "dummy down" the process, focusing on the essential steps and stripping away unnecessary complexity. If you can read and follow instructions, you're qualified to do this. The result is a highly personalized CRM that perfectly aligns with your firm's processes, allowing you to maximize Quivr's potential and run your business at peak efficiency.
Ready to take control of your Quivr experience? If you're a current user, join our Office Hours to explore customizing Record Types. If you're not yet part of the Quivr family, schedule a demo to see firsthand how our CRM, built on Salesforce, can transform your practice.
