If I tell you that your organization’s data is vast, so vast that if you do not have the proper tools to filter them out, your sales team will be lost in the search for the same then you are likely to agree with me.

As a seasoned CRM user you will understand that tags help a lot in segregating the pool of data in your CRM system. So, let’s check out the new and updated face of tag management.

What does the latest update do?

The frequency at which data related to contacts, companies, deals and activities is added to the system it gets difficult to categorize them and this results in major time-consuming activities.

Following the sales process is very important for your sales team and you know it deep inside your bones. Everyone is always in rush because they need to be on the top of the ‘achievers’ and ‘performers’ chart.

Sometimes due to human error sales reps make incorrect tags and it continues to be associated with the contact, company, deal or activity. With our latest update, you can make changes to the tags in the tag repository and it will be reflected throughout the CRM.

Benefits that our latest update offers

With this new update, managing your tag has become easier. When you enter a contact into the CRM system and associate it with a tag you will be given the flexibility to associate it further with the relevant company, deal or activity for that contact. This makes it easier for your sales team to pull up any record of that contact by searching the tag that particular contact is associated with.

For example, a new entry for a contact is made inside the CRM system, let’s call this contact Matthew Murdock, while saving the sales rep wanted to associate the tag “Legal Firm” but as he was in a rush the tag got the name “Legal Farm”. Now this contact is not the only Matthew Murdock in your database and in future you need to pull out the record of the purchase rate that he was offered.

Now that you have discovered the error you need to edit it but pulling every record and manually editing every tag is a cumbersome process. This is where our latest update comes to your aid. Just go the tag library and edit “Legal Farm” to “Legal Firm” and this change will automatically get reflected throughout the system, saving you a lot of time.

Not just that you can even delete previously entered tags and replace them with newer ones. Great, isn’t it?

Want to know how it is done? Check out our support article.

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Saptarshi Das

A writer with an uncommon funny bone and a knack for perfection, Saptarshi loves to write about anything that can be of help to businesses, people, and dogs! A true human at heart, he likes to spend most of his time researching the internet to find ways technology is influencing our daily life (positively).