Dynamic Objects
There are two types of objects in the Office24by7 platform: Dynamic objects and Standard objects. Let’s take a closer look at what dynamic objects are and explore different dynamic objects.
What are Dynamic Objects?
Dynamic objects in the Office24by7 platform are highly customizable components that businesses can modify to meet their specific requirements. Unlike standard objects, dynamic objects offer flexibility in structure and functionality, allowing users to tailor them to their unique workflows and processes. You can perform several actions including changing the object name, adding, modifying, and deleting fields, renaming the fields, and more.
E.g.: Sales pipeline, leads, deals, contacts, lead capturing, etc.
Purpose of Dynamic Objects
The purpose of dynamic objects is to give businesses the flexibility to adapt their workflows and processes to fit their specific needs. Dynamic objects let users modify structures and personalize features, so the platform matches their unique operational needs. This flexibility for custom automation and workflows makes organizations more efficient and productive. It also ensures that the most important data is captured. Dynamic objects support innovation by allowing for quick changes and improvements.
Features of Dynamic Objects
Customizable Structure: Businesses can change the names of dynamic objects to reflect their business terminology better. This helps create a more intuitive and user-friendly environment that aligns with internal processes.
Field Management: Dynamic objects allow for adding, deleting, and modifying the fields. This means businesses can capture the exact data they need and present it in a way that makes sense for their operations. Custom fields can be added to collect specific information relevant to the business context.
Flexible Functionality: These objects can be modified to perform specific actions and workflows. Users can define custom rules, triggers, and automation processes to streamline operations and enhance efficiency.
Enhanced Efficiency: By customizing dynamic objects, businesses can create interfaces and workflows that match the preferences and needs of team members. Adopting dynamic objects leads to improved efficiency and productivity as the platform feels tailored to their specific industry and brand.
Let’s explore the different dynamic objects and their functions in detail.
Function-based Dynamic Objects:
Sales Pipeline
Track the progression of potential sales opportunities through various stages, from initial contact to closing the deal. Enable sales teams to manage and prioritize their efforts by getting a visual representation of where each prospect is in the sales process. Customize the stages and criteria in the pipeline with your specific sales strategies. Ensure better forecasting and resource allocation with a comprehensive lead view. Enhance sales efficiency, identify bottlenecks, and achieve sales targets by providing clear insights into the sales funnel.
Leads
Managing leads involves capturing contact information, tracking interactions, and nurturing these prospects through personalized communication. Office24by7’s customizable ‘Leads’ object allows businesses to collect relevant data, enabling targeted marketing and sales strategies. This facilitates effective lead management, which helps convert prospects into paying customers. Ensure timely follow-ups and provide offers based on each lead’s interests and behavior.
Deals
Track the progress of deals, schedule demos, and update the status through the sales cycle with the ‘Deals’ object. Customize deal stages, budgets, values, and other information easily. Leverage the dynamic functions to manage negotiations, revenue forecasting, proposals, and deal approaches. Improve closure rates by identifying high-potential deals. Integrate with your CRM and other tools to ensure all relevant information is readily accessible. Let sales reps make informed decisions to manage their pipeline.
Contacts
The ‘Contacts’ object allows you to create an individual customer or client profile containing essential information such as name, organization name, contact number, email ID, location, source, interaction history, and so on. Customizing contact fields allows businesses to store relevant data that supports personalized communication and relationship management. Maintain up-to-date contact database to facilitate targeted marketing campaigns and customer service.
Lead Capturing
Lead capturing involves collecting information from potential customers through various channels such as web forms, social media, and PPC campaigns. Gather specific data relevant to the business from lead capture forms and manage them in the ‘Lead Capturing’ object. Integrating lead capture with CRM systems ensures that all information is centralized. It enables efficient follow-up and nurturing processes. Effective lead capturing increases the number of qualified leads entering the sales funnel.
Customer Onboarding
Streamline the process of welcoming new customers into a business’s ecosystem. Customizable ‘Customer Onboarding’ workflows optimize each step, including account setup, setting expectations, measuring success, and collecting feedback. Effective onboarding helps reduce churn rates. This dynamic object supports the creation of training sessions and follow-up interactions and ensures you never miss a deadline by creating notifications and reminders.
Renewals
Renewals track the process of renewing customer subscriptions, contracts, or memberships. Customizable renewal systems help businesses by engaging customers to manage expiration dates. Businesses can identify patterns and implement strategies to improve retention rates by analyzing renewal data. Effective renewal management ensures ongoing revenue, reduces churn, and strengthens customer relationships by addressing their needs and concerns before contracts lapse.
Companies
Companies represent businesses or entities that interact with the platform, including clients, partners, and suppliers. Store essential information such as contact details, industry, and interaction history with the help of customizable company profiles. Managing company data helps understand business relationships and identify opportunities. This can also improve B2B as well as B2C communication, where clients are business organizations. Ensure strategic decision-making by providing insights into the performance and potential of various business partners.
Support
Support involves managing customer inquiries, issues, and requests through a customizable ticketing system. Effective support management through Office24by7’s dynamic platform ensures tracking issue types, prioritizing tickets, and assigning tasks to appropriate team members. Guarantee timely and accurate resolution of problems, enhancing customer satisfaction.
HR
Manage employee data, recruitment processes, performance evaluations, and other personnel-related tasks with our Human Resources object. HR workflows and fields can be personalized, helping businesses tailor the platform to their specific needs, such as tracking job applications, managing employee records, and conducting performance reviews. Boost organizational efficiency and attract and retain talent with effective HR management.
Accounts
Seamlessly manage your financial transactions, invoicing, and bookkeeping. With the custom workflows for accounts, track your revenue, expenses, and financial performance. Establish utmost accuracy in financial reporting, support compliance with tax regulations, and provide insights into the financial health of the business. Integrate with CRM systems to ensure that all financial data is centralized, enabling informed decision-making and strategic planning.
Projects
Plan, execute, and track the progress of various initiatives in the ‘Projects’ platform from Office24by7. Customizable project templates and workflows help businesses manage tasks, deadlines, and resources efficiently. Facilitate on-time project completion, budget allocation, and meet quality standards. Try now to enhance team communication and coordination, enabling successful project outcomes and continuous improvement.
Tasks
All teams and individual employees have tasks, individual actions, or activities that need to be completed within a project or workflow. Manage these tasks within the tailored task panel and organize the workload effectively. Tasks can also be non-work related to improve employee morale. With reporting and monitoring of tasks, ensure that all team members are aware of their responsibilities, deadlines, and progress. Track task completion and dependencies, identify bottlenecks, and ensure timely project delivery.
Others
The “Others” category includes any additional dynamic objects that businesses may create to fit their unique requirements. Tailor these objects to capture and manage any type of data or process not covered by predefined categories. This flexibility allows businesses to adapt the platform to their specific needs, ensuring comprehensive management and optimization of all their operations.
Industry-based Dynamic Objects:
Retail and E-commerce
Manage product catalogs, customer orders, inventory, and marketing campaigns related to the retail and e-commerce industry. Customizable fields allow businesses to track product details, stock levels, and sales performance. Integration with online store platforms and payment gateways ensures seamless transaction processing. Effectively manage retail and e-commerce activities by utilizing various templates, including:
- Customer Profile
- Order Management
- Product Catalog
- Customer Support
- Marketing
- Lead Management
- Customer Feedback
- Inventory Management
Real Estate
Create workflows to manage property listings, client interactions, and transaction details. Easily track property specifications, client preferences, and sales stages. Attain a comprehensive view of the market and client needs by efficiently managing real estate activities. Enhance client satisfaction, manage appointments and property visits, and improve overall sales performance. Effectively manage real estate activities by utilizing various templates, including:
- Property Listing
- Client Profile
- Lead Management
- Transaction Management
- Appointment and Viewing Schedule
- Marketing Campaign
- Document Management
- Customer Support
- Customer Feedback
Financial Services
Organize client portfolios, transactions, loans, and risk assessments. Create customizable templates to track financial products, client interactions, and regulatory requirements. Integrate with financial planning tools to ensure accurate data management and personalized client services. Effectively manage financial services by utilizing various templates, including:
- Client Profile
- Account Management
- Lead Management
- Investment Portfolio
- Transaction Management
- Risk Management
- Marketing Campaign
- Loan Management
- Customer Support
- Referral Management
Banking
Streamline the management of customer accounts, transactions, investments, and loan applications. Create workflows to monitor account details, transaction history, and loan statuses. Ensure accurate and real-time data management and provide personalized banking services. Effectively manage banking activities by utilizing various templates, including:
- Client Profile
- Account Management
- Transaction Management
- Investment Management
- Lead Management
- Risk Management
- Financial Planning
- Marketing Campaign
- Loan Management
- Customer Support
Healthcare
Leverage the unified platform to update your patient records, appointments, billing, medical prescriptions, and all other functions. Customizable fields and workflows help track patient details, medical history, and treatment plans. Enhance patient care and improve operational efficiency by providing timely and accurate information to healthcare providers. Effectively manage healthcare activities by utilizing various templates, including:
- Patient Profile
- Appointment Management
- Treatment Plan
- Health Screening
- Medical Records
- Billing and Invoicing
- Patient Communication
- Referral Management
- Audit Management
- Patient Feedback and Satisfaction
- Prescription Management
- Insurance Claims Management
Pharmaceuticals
Accurately overview your drug inventories, clinical trials, marketing campaigns, and sales. Log your product details, trial data, and client pharmacies and hospitals profiles. Integrate with CRM systems to ensure effective communication. Streamline product development and improve sales performance through targeted strategies and informed decision-making. Effectively manage pharmaceutical activities by utilizing various templates, including:
- Healthcare Professional Profile
- Pharmacy and Hospital Profile
- Drug Development ProjectClinical Trial Management
- Marketing Campaign
- Lead Management
- Inventory Management
- Product Feedback and Improvement
Manufacturing
Manage production processes, inventory, and supply chain logistics. Record and track production stages, material requirements, and quality metrics. Integrate your Enterprise Resource Planning (ERP) systems for efficient process coordination. Ensure product quality, reduce production costs, and improve supply chain efficiency by providing real-time insights. Effectively manage manufacturing activities by utilizing various templates, including:
- Customer Profile
- Quotation and Proposal
- Order Management
- Production Schedule
- Inventory Management
- Quality Control
- Supplier Management
- Maintenance and Service
- Customer Support
- Product Development
- Supply Chain Management
SaaS
Keep track of subscriptions, customer onboarding, support, and product updates. Monitor and manage your workflow to trace customer interactions, usage data, and subscription renewals. Efficiently manage SaaS activities to enhance customer satisfaction, reduce churn, and support continuous product improvement through data-driven insights and personalized services. Effectively manage SaaS operations by utilizing various templates, including:
- Customer Profile
- Lead Management
- Quotation and Proposal
- Subscription Management
- Product Usage Analytics
- Customer Support
- Customer Feedback and Satisfaction
- Onboarding and Training
- Renewal Management
- Churn Analysis
- Customer Feedback and Satisfaction
Hospitality and Travel
Organize and manage bookings, guest profiles, itineraries, and feedback. Obtain reservation details, guest preferences, and service requests in a single platform to keep track of all your interactions. Provide tailored services and timely communication to enhance guest satisfaction, increase bookings, and improve operational efficiency. Effectively manage hospitality and travel activities by utilizing various templates, including:
- Guest Profile
- Reservation Management
- Service Booking Management
- Loyalty Program Management
- Guest Feedback and Satisfaction
- Event Management
- Billing and Invoicing
- Room Maintenance
- Staff Training and Development
Education
Build a customized platform to manage student records, course enrollments, attendance, and performance. Document academic details, schedules, and assessments. Ensure accurate data management and effective communication. Enhance student engagement, support academic planning, and improve educational outcomes by accurately maintaining data. Effectively manage education activities by utilizing various templates, including:
- Client Profile
- Student Profile
- Admissions Management
- Enrollment Management
- Academic Progress Tracking
- Parent/Guardian Communication
- Extracurricular Activities Management
- Fee Management
- Teacher Evaluation
- Graduation and Alumni Management
Telecommunications
Log your customer accounts, service plans, billing, and technical support details in a unified platform. Monitor and track service details, usage data, and customer interactions. Guarantee effective issue resolution by integrating with billing systems and CRM. Effectively manage telecommunication activities by utilizing various templates, including:
- Customer Profile
- Subscription Management
- Billing and Invoicing
- Service Outage Management
- Network Performance Monitoring
- New Service Request
- Inventory Management
- Customer Feedback and Satisfaction
Automotive
Office24by7 provides you the best platform to oversee vehicle inventories, sales processes, service records, and customer interactions. Our customizable fields and workflows help track vehicle details, sales stages, and service history. Affirm accurate data management and effective communication with inventory management and CRM systems integration. Effectively manage automotive activities by utilizing various templates, including:
- Customer Profile
- Sales Management
- Service Appointment Management
- Vehicle Maintenance History
- Inventory Management
- Test Drive Appointment
- Finance and Insurance Management
- Customer Satisfaction Survey
Professional Services
Regulate client projects, billing, time tracking, and resource allocation with the professional services dynamic objects. Track project details, client interactions, and financial performance. Effectively supervise professional services to support timely project delivery and improve financial performance through streamlined operations and informed decision-making. Effectively manage professional services by utilizing various templates, including:
- Client Profile
- Project Management
- Expense Tracking
- Billing and Invoicing
- Client Communication
- Client Feedback and Satisfaction
Internet Providers
Administer your customer accounts, service plans, installations, and technical support. Design customizable workflow to optimize service details, usage data, and customer interactions. Integrate with billing systems and CRM to affirm accurate data management and effective issue resolution. Effectively manage internet-providing activities by utilizing various templates, including:
- Customer Profile
- Subscription Management
- Billing and Invoicing
- New Service Request
- Network Performance Monitoring
- Service Outage Management
- Inventory Management
- Customer Feedback and Satisfaction
Media and Entertainment
Capitalize on Office24by7’s media and entertainment dynamic object to manage content production, distribution, marketing campaigns, and audience engagement. Document and log project details, audience preferences, and performance metrics. Elevate audience satisfaction, amplify reach, and advance content quality by gathering detailed insights. Effectively manage media and entertainment activities by utilizing various templates, including:
- Content Catalog
- Advertising Campaign Management
- Viewership/ Content Consumption Tracking
- Subscriber Management
- Event Management
- Social Media Monitoring
- Content Licensing and Distribution
- Performance Analytics
- Customer Feedback and Satisfaction
Insurance
Systematize your policy details, claims processing, customer interactions, and compliance with the best dynamic platform from Offic24by7. Register policy information, claim statuses, customer data, and much more in the integrative platform. Assure accurate data management and effective communication. Effectively manage insurance activities by utilizing various templates, including:
- Client Profile
- Policy Management
- Claims Management
- Renewal Reminder
- Premium Payment Reminder
- Underwriting Assessment
- Customer Feedback and Satisfaction
Logistics and Transportation
Coordinate shipments, inventory, fleet operations, and delivery tracking with our dynamic object dedicated to the logistics and transportation industry. Document and track shipment details, vehicle maintenance, and route optimization. Integrate with third-party tools to ensure accurate data management and efficient process coordination. Effectively manage logistics and transportation activities by utilizing various templates, including:
- Client Profile
- Shipment Tracking
- Transportation Booking
- Warehouse Inventory Management
- Freight Rate Management
- Customs Clearance Documentation
- Delivery Confirmation
- Incident Reporting
- Customer Feedback and Satisfaction
Construction
Control project planning, resource allocation, progress tracking, and compliance. Tailor the workflows to track project details, materials, labor, and timelines. Seamlessly integrate with your project management and ERP systems to ensure efficient process coordination. Strengthen project delivery and reduce costs by streamlining operations. Effectively manage construction activities by utilizing various templates, including:
- Client Profile
- Project Management
- Proposal and Bid Management
- Contract Management
- Task and Schedule Management
- Materials and Equipment Inventory Management
- Worksite Safety Inspection
Food and Beverage
Use our dynamic object to administer your inventory, sales, production, and compliance. Track product details, ingredient sourcing, and quality control. Integration with point-of-sale (POS) systems ensures accurate data management and efficient process coordination. Boost service quality, reduce waste, and improve customer satisfaction with accurate information. Effectively manage food and beverage activities by utilizing various templates, including:
- Customer Profile
- Recipe and Menu Management
- Order Management
- Inventory Management
- Supplier Management
- Sales Management
- Promotions and Discounts
- Delivery Management
- Customer Feedback and Satisfaction
Event Management
Streamline event planning, registration, attendee engagement, and feedback with customizable fields and workflows. Regulate event details, logistics, and participant interactions. Improve planning by providing detailed insights and personalized engagement. Effectively organize event management by utilizing various templates, including:
- Client Profile
- Event Planning
- Vendor Management
- Attendee Management
- Task and Timeline Management
- Budget and Expense Tracking
- Marketing Campaign
- Venue Management
- Event Feedback and Survey
Digital Marketing
Handle marketing campaigns, content creation, analytics, and customer engagement to enhance brand awareness, increase conversions, and improve marketing strategies. Oversee campaign performance, audience targeting, and ROI. Effectively manage digital marketing activities by utilizing various templates, including:
- Client Profile
- Campaign Management
- Content Calendar
- Social Media Calendar
- SEO Tracking
- PPC Campaign Tracking
- Email Marketing
- Lead Management
- Customer Feedback and Satisfaction
Freelancing
Manage project assignments, client interactions, invoicing, and time tracking inside the personalizable platform with workflows tracking your project details, deadlines, and financial performance. Efficient management of freelancing activities enhances client satisfaction, supports timely project delivery, and improves financial performance by providing detailed insights and streamlined operations. Effectively manage freelancing activities by utilizing various templates, including:
- Client Profile
- Project Management
- Task and Time Tracking
- Invoice Management
- Payment Tracking
- Proposal and Contract Management
- Expense Tracking
- Customer Feedback and Satisfaction