A staple of any CRM is the ability to organize your contacts using tags. You can easily do this within the Accountable! Click here to create tags.
Tags are an essential feature of any CRM, allowing you to efficiently organize, segment, and manage your contacts. In Accountable CRM, you can easily create, edit, and manage tags to streamline your prospecting and follow-up process.
This guide will walk you through how to use tags effectively, including their benefits, segmentation strategies, and a step-by-step process to create and manage them.
Tags Segments: What Is Their Role or Title?
Tags are a powerful tool for organizing and categorizing information. In the context of marketing and customer relationship management (CRM), tags are often used to segment customers based on specific characteristics or behaviors. One common use of tags is to identify customers based on their role or title. In this article, we'll explore the importance of using tags to segment customers based on their roles.
Why Segment Customers Based on Role or Title?
Segmenting customers based on their role or title can be incredibly valuable for several reasons.
Firstly, it helps you tailor your marketing messages to specific decision-makers within an organization. By understanding the roles and titles of your customers, you can craft messaging that resonates with their specific needs, challenges, and goals.
Secondly, segmenting customers based on their role or title can help you identify opportunities for cross-selling or upselling. For example, if you have a customer who is a marketing manager, you may be able to identify opportunities to sell additional marketing services or products to that customer.
Lastly, segmenting customers based on their role or title can help you improve your lead-generation efforts. By identifying the specific roles and titles of your ideal customers, you can create targeted campaigns that are more likely to resonate with those individuals.
How To Create Tags:
Follow these simple steps to create, edit, and manage tags effectively.
Step 1: Access the Tags Section
Click on your Profile Image in the top-right corner of the CRM dashboard.
Select "Tags" from the dropdown menu. This will open the tags management page.
Step 2: Creating a New Tag
Click the "+ New Tag" button located in the top-right corner.
A pop-up modal will appear where you can enter a name for your new tag.
Click "Save" to finalize the creation of your tag. Your new tag will now appear in the tag list.
Step 3: Viewing & Managing Tags
The Tags Table displays all existing tags along with:
Contact count (number of contacts assigned to each tag)
Tag type
Date of creation
Step 4: Editing or Deleting a Tag
To edit a tag, click the pencil (✏️) icon next to the tag and update its details.
To delete a tag, click the trash (🗑️) icon next to the tag.
Using tags in Accountable CRM will help you stay organized, target the right audience, and streamline your follow-ups. By implementing a smart tagging strategy, you can maximize efficiency and sales effectiveness.
If you have any further questions, feel free to reach out to our coach on call—our team is always ready to assist.