In keeping with the tag theme this week, here are five ways you can start using tags in your CRM to help manage your leads:
- Region or Location
You might have captured your lead’s address, city or state, but it may be handy tag them as Midwest, West Coast, or Non-US for example.
- Industry Influencers
Is the lead a prominent expert in their field or vertical? Tag them as Influencer, Legal Expert, or Tech Guru to find them quickly.
- Industry Events or Sponsors
Remember which contacts you met at last fall’s tech event by tagging them Techweek for example. Or keep track of event sponsors by tagging them as such.
Need someone to help close a deal? Tag these special folks as Partners, Agency or Affiliate.
- PR and Media
When you need to get the word out, tag your media contacts appropriately. Also handy to add their Twitter handles in their profile too, for quick access later.
How do you use tags? Let us know in the comments!
Have some of your sales reps gotten tag happy in your account, making tags not so helpful anymore? We’ve just added a Tag Manager to the Settings section to help with that.
You can now see all the tags in use in your account, as well as a count for each type they’re being used for. They’re also linked so you can quickly jump to one and see which leads, companies or deals are using that tag.
Continue reading Tidy up your tags
We recently added Date Added to your people screens, so you can see when your contacts or leads were added to your Lead Zeppelin account. This can come in handy in seeing how old your leads are that you are still working.
You can also turn this field on in the main People tab so it shows up as a sortable column. Try using it to prioritize your older leads, when you’re working your list.
It’s not just for people, you can add avatars and tags to companies in your account too!
Continue reading Company Avatars and Tags
When you get a client or prospect on the phone you haven’t spoken to in a while, you want to quickly see their key info, and if they have anything in the pipeline.
On your person and company contacts pages, you’ll see a Deal Revenue box on the right sidebar. This clearly shows you the number and total value of any past deals with this contact, as well as any potential deals in the pipeline. Related deals are listed just below. Continue reading Prospect’s on the phone. Who’s got the deal details?
The Forms tab in the main menu has been removed, and can now be found by clicking Settings in the header, next to the Log Out link and checking the sidebar links on the left side of the page.
When we first created Lead Zeppelin, it was to answer the needs of our clients at our agency, cre8. Everyone wanted something simple, basic and easy to use.
No one wanted something complicated to set up or configure. There were other CRMs out there, and even more choices today. But each one didn’t quite have a feature we needed, or had parts we didn’t like. Continue reading Prepare to Dock
With our Autopilot triggers, you can now auto-schedule follow up tasks when leads are entered, as well as when lead and deal statuses are changed.
And with our standard plan, you can limit lead access by sales agent, so they can only see their own assigned leads.
Step up your game from using Excel spreadsheets, post-its and email and move your sales team to the Lead Zeppelin.
If you find yourself repeating the same actions over and over like creating similar tasks when adding a lead or a deal, you’ll really like our latest feature, Autopilot.
With Autopilot, you can now trigger certain actions, like adding a task, firing off an email, or doing a callback request (in beta, contact us if you’d like to be in on it!).
Continue reading Sales Managers, put your Zeppelin on Autopilot
We’ve updated the user permissions on Lead Zeppelin and thought you’d like to know. Continue reading Updated User Permissions