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!