Most CRMs fail because of field bloat. Companies add 97 fields when they need 12.
This checklist shows you exactly which custom fields drive revenue and which ones kill adoption.
The 12 Essential Custom Fields
1. Decision Timeline - When will they actually buy?
2. Budget Confirmed - Has someone with authority approved the budget?
3. Decision Maker Identified - Who signs the contract?
4. Competitor Being Evaluated - Who else are they considering?
5. Lead Source Specific - Exactly where did this contact come from?
6. Use Case Primary - What problem are they solving?
7. Company Growth Stage - Startup, growth, established, or enterprise?
8. Contract Value Annual - Yearly value, not total deal size
9. Technical Complexity - How complex is implementation?
10. Champion Identified - Who internally is selling for you?
11. Product Interest - Which products are they evaluating?
12. Risk Factors - What could kill this deal?