Tips on Working with Tags for Productivity

Contact management can be an overwhelming task even with a CRM as a tool. Tags were a feature added early on in the development of HaystackCRM  to segment data and increase productivity.  As a sales person or a business owner, you need to separate your customer information in a way that is memorable and actionable. This is one of the key reasons that HaystackCRM does not follow the model of a spreadsheet in presenting your customer’s account to you. Your productivity increases with Tags as visual cues. Visually following a single line of different information along a screen of lines doesn’t help you successfully interact with your customer. Tags are located on the Contact or Company listing at the top of the listing in a background of hard-to-miss orange.

Contact Management with Tags

Start using Tags when you need to separate your data records by categories or groups. Tags allow a further way to organize your customer database. Tags can be customized to say anything that you need, from a label of an industry segment, a priority level or another way you have of identifying a Contact or Company. You create your own Tag and you can create multiple ones. By giving you the ability to customize the Tag, you set the pattern for organizing in your own way. HaystackCRM is customer management and pipeline management that is specific to your way of managing small business.

Tags are one of the ways to create a hierarchy in HaystackCRM so you can have a system of priorities. As mentioned before, Tags are located on the upper right highlighted in orange so you have a visual cue to establish the importance of the information. You will be able to process this visual cue quickly and efficiently. Maybe you don’t always read the information that you put into a Tag, but you will recognize the Tag as important information. HaystackCRM gives you a platform to view your customer information in manageable pieces. 

Whether you’re tapping or clicking or swiping, you can see the key identifiers of your customer and dig deeper when you need to. Distilling information into a Tag makes the Tag actionable. You have ready insight into a Contact’s level of interest, preferences or role to take into account for your next step.

Use Tags to Group in your CRM

So far, we have highlighted how you are using Tags with a Contact or Company. Tags can be assigned to other record types other than a Contact or Company. You can add a Tag to an Opportunity, an Event or a Task, all the main record types in HaystackCRM. Apply the same Tag to segment your Opportunities by industry, by location, or however you categorize your records.

Search your Tags to locate the groups with the same designation. Maybe you have recognized a trend or you want to notify a group to move your customer relationship along. Then search HaystackCRM for a Tag across records groups. Tags are an effective way to find what you need and combine different items into ongoing projects.

Tags follow the same principles of HaystackCRM utilizes to provide information that is a manageable. One of the biggest complaints of traditional CRMs are being overwhelmed with meaningless detail. When you set the details, they have meaning to you and your business. Manage your customers relationships from leads to closed opportunities. With Tags, you have more ways of being successful with HaystackCRM. 

Engage Your Customers with a Mobile CRM

HaystackCRM started with small business owners in mind when developing a Customer Relationship Manager (CRM) to give a full-featured mobile CRM at an affordable price. Your customer base can be large or small, but ideally every business owner strives for loyal customers. Each customer expects to feel important when they choose to do business with your company. To inspire loyalty, maintaining customer relationships and quality communications is crucial for businesses of every size.

Identify All Your Customers

But how do you keep track of all of your customers? Let’s start with identifying who your customers are. They are the people you talk to about your company, whether they are a lead or a potential customer. Customers are the people you correspond with to work on projects. And don’t overlook those that support your business as an existing customer. If you are B2B (business to business), your customers are Companies. A drawback of identifying all your contacts as individuals leaves out the Company in the role of customer. HaystackCRM chose to give you all these options to identify your customer base. Each group receives the desired attention to maintain loyalty with a CRM.

Work with a Better Layout

When you start using your HaystackCRM account, each person, each individual that you interact with at a Company can be associated with that company. Our intuitive design lets you see the connections on the main screen for a Contact. Being able to see the associated company with your Contact gives your mind context of how a person fits at a Company. Our visual paradigm works for you to see each Contact on a Company’s listing. This context kindles your relationships with your customers-the ultimate goal of a CRM. A mobile CRM has the advantage of quick access and assessment of your engagements by seeing these connections on your phone or tablet.

Remembering anyone’s phone number and email address is not a realistic task whatever your volume of customers. We all rely on technology to keep track of those details. A quick glance at your customer’s listing provides the contact details for kicking off your next conversation. Find the right person quickly instead of squinting at a spreadsheet with infinite columns. HaystackCRM gives access to your most utilized methods of communicating with your customers, including phone calls, texts and emails.

Mobile CRM Access

More than contact details are required preparing for a meeting or going into field sales call. Always be prepared with quick access on a mobile CRM so you have the customer history on your phone or tablet. You can’t answer questions a prospect or a customer may have until you know who they are and what you have communicated about. Recording your notes after an interaction becomes an easy to maintain habit when you can add a note to HaystackCRM on your phone, your most used business tool.

How will you keep track of all your customers now? Go to HaystackCRM for a business tool to stay organized and focused on your customer base. You can stay responsive to each customer’s needs to be recognized and addressed. With HaystackCRM as your CRM anywhere, meet the challenges of competitive markets with cultivating customer loyalty.