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Sales Team Management with Tags in a CRM

sales team meeting

Sales teams have a lot of information to remember. They have to navigate multiple different segments of buyers, decision makers and end users as part of the sales process. Breaking down your customers into smaller groups is a tactic that helps determine the best targets and message. Tags are a feature that enables you to segment your customers into groups in HaystackCRM. Improve how your sales team manages customers with Tags.

Not only do we hear from sales teams about their challenges with sales management, but we also hear from small businesses about their needs. Independent business owners have needs unique to their business. That’s another reason why HaystackCRM allows you to customize Tags.

Tags can be customized to identify in any way that you need. Do you call your most important customers “rock stars”? That can be your Tags for VIPs. Other Tags can be created for type of service, referral source, or level of priority. Make your HaystackCRM your own.

Keep your Sales Team Working Together

Take advantage of the flexibility of HaystackCRM and establish a standardized business process for your sales team. Create the Tags for all team members to use when you first start to use the platform. Then every sales team member knows what category each Contact or Company belongs to. Choose to group by industry, company size, or pain points to highlight the customer’s key information. 

HaystackCRM provides flexible features with capabilities beyond other CRMs. Not only can you tag Contacts and Companies, you can label an Opportunity or an Event with a Tag. Best practices are to use a one or two word phrase to identify with a Tag.

Customize a Sales Approach with Tags

Let’s look at an example of how a consultant has used Tags to personalize their sales approach. This consultant recognized the same message for every customer was not working to win sales. For his client base, he needed to appeal to them with a more personalized message. In addition to tagging for shared characteristics, he tried tagging on shared challenges. Based on these tags, he had the information needed to create a unique communication for that individual client, tailored to their specific needs. 

Tags work great for keeping up with customers far beyond first contact. For example, think about if you want to send a special offer or referral discounts. Instead of manually pulling your contacts, you can search for a tagged list of Contacts. From there, you follow up with phone calls, build email campaigns or reach out another way. Tags are a fantastic way to manage your sales leads list and continue to grow your customer database.

With HaystackCRM, your sales team has the power of technology to keep your business running every day with improved business processes. Reach out if you have questions about how you can use the business tools we’ve given you to help boost your sales.