Tuesday, 3 June 2014

Get More Organized with Insightly Tags!


Are you (or is someone you know) a labeler? Label maker lovers like to categorize all their small things in bins neatly labeled “Markers” or “Legos” or “Stamps” so they can easily find everything later. Think of Insightly CRM Tags as the modern version of stick-on labels. When used creatively, they are efficient and wonderful organizational tools that can help you sort your data and find it when you need it.

Tags can be used to filter and sort data in many ways. Unlike “categories,” multiple tags can be associated with opportunities, contacts, projects, organizations and/or emails. You can create filters to sort your contacts’ demographic information and give you access to groups and associations in new and outside-the-box ways.

Get the basics on Insightly CRM tags, and get ready to think creatively on how you can use tags to gain insight into your data.

1.Tag by Demographic Information
Try thinking of new angles to sort your customers and contact information. You can tag them with any information you have—age, gender, neighborhood, city, state, or zip code. Assess what you need to know when it comes to your customers and start tagging!

2.Tag by Association
Perhaps your contacts belong to different professional groups. Opportunities can be found within specific groups, be it Toastmasters or your local Chamber of Commerce. Knowing what groups your customers belong to can help you schedule events that don’t conflict with your local Junior League’s monthly meeting, or target a special offer to customers who are members of AARP. Whatever the association, tagging can be a powerful tool to quickly narrow down targeted mailings and give your real estate agency, non-profit, or small business the tools you need to contact the right customers at the right time.

3. Tag by Industry
Sorting data by industry relevance can be very helpful as well. Identifying customers in similar industries helps you find commonalities and can help you build a campaign that will appeal to their specific trade.

Sorting your project by the industry or tool needed for success can also be helpful. Perhaps you have several upcoming projects that will need a mailing house, or at least two of your projects will require some public relations or IT expertise. Find the data in one quick filter by attaching a tag to the necessary industry or job.

4. Tag by Common Interests
By tagging all your contacts who participated in a community golf-outing you co-sponsored, you can quickly find them again for your next golf event.

Common interests can be important when you are marketing to a specific religious group (remember to send out Rosh Hashanah cards, or schedule events that don’t conflict with important dates).

Looking for other commonalities—pet owners, gardening buffs, car-fanatics or foodies, can be a great boon to your targeted marketing efforts. In today’s world, customers want to be remembered and feel special. When you know what your customers are most interested in, you can order promotional items they’ll want to keep. Tagging their records with information on their interests can help create a marketing plan that will really get their attention.

5. Tag by Priority
Adding a priority tags can be one more way to make sure you can quickly sort and find your “hot” leads. Get creative—if you think it would be helpful. Tags can always be edited and undone. There’s no wrong way. If you find that a tag is not as useful as projected, delete it and try something different. Flexibility is one of the best things about Insightly!

6. Tag Projects in New Ways
It can be helpful to sort projects in numerous ways. We’ve discussed sorting them by the job or industry; what about sorting your projects by the division, location or area they will take place?

You may also want to look at “long term” or “ongoing” projects as opposed to one-time tasks. This can offer valuable planning assistance when you are assigning projects, projecting and scheduling for the upcoming year.

7. Tag the Red Flags
While it can be risky to tag customers with red flag warnings that are slanderous or mean (not to mention unprofessional), making notes can help avoid disastrous PR reoccurrences. For example—customers who hate to be called during dinner can be tagged as such. This helps avoid upsetting a customer.

There may also be reasons to indicate that someone should speak with you before they make contact with a specific client or customer. Perhaps you can offer them some (insight) on a sensitive topic or give some history on the customer disposition. Tag them with a code, initials or a word to indicate that employees should consult with you before talking to the customer.

8. Filter Your Tags
Using filters can help narrow down your tags and find customers that fit multiple criteria. Find customers that live in the same neighborhood, moved in the last year, and are over the age of 60 by smart use of filters. When you tag customers with the right data, the possibilities are endless.

9. Add Tags to a Filter Set
To quickly add tags to a filtered group, you can simply select all of the contacts, projects or data under that “tag” by clicking at the top to select all. From there you can add an additional tag to this group, deselect some members to tag, or “play” with your data in ways that make it more efficient. This is a great way to quickly add tags to like groups, rather than individually opening and tagging each one.

Once you’ve mastered the art of tagging, don’t be afraid to test new ways to manage your data. You may come up with new marketing techniques and plans that you never thought of! Visit Insightly U for more in-depth assistance with tags and get the most out of your customer data.

1 comment:

  1. Hi, I would like to know who is the sales contact. I've tried to send a request via this website but there is no response from anyone. Would appreciate if someone can get back to me, thank you.

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