5 Examples of How To Use Tags in Your CRM for Success

By efficiently using tags in your CRM, you’ll further organize and improve your business processes. Tags are a great way to help you keep track of different aspects of your business, and they can be used in a variety of ways. In this blog post, we will discuss 10 examples of how to use tags in your CRM to help you achieve success!

What Are Tags and How Do They Work in a CRM System? 

A tag is a label that you can assign to your contact records in your CRM system. These tags can be used to help you organize your contacts by different segments, such as customer type, services they are interested in, sales stage, and more. 

The beauty of creating a new tag is that they are completely customizable, so you can use them however you see fit. Tags can be used to indicate which customers have made a purchase in the past month, or which ones have shown interest in a particular product. 

Tags can also be used to group customers together, making it easy to send targeted marketing materials or follow up with specific groups of people. 

Once you've added tags, you can use them to filter and search for contacts in your CRM system. This can be very helpful if you have a large database of contacts. With tags, you can quickly and easily find the contacts that you're looking for. 

In short, tags are a powerful way to make customer data more meaningful and useful. When used properly, they can be an invaluable tool for any business. 

Here are examples of how you can effectively utilize tags.

1. Use Tags for List Segmentation

There are many ways that you can use tags in your CRM for success. List segmentation is one of the most crucial usages of tags. 

List segmentation is the process of dividing your contact list into smaller, more manageable groups. This can be very helpful if you have a large database of contacts. 

By using tags in your CRM, you can easily segment your lists based on criteria such as purchase history, customer location, or even interests. 

For example, you can have tags automatically applied as soon as a lead converts into a paying customer. This will allow you to segment your contacts so that you can quickly find your customers.

You can also automatically apply tags when someone clicks to view a specific product or service. This will allow you to only send emails to those who are interested in your product or service, who in turn will likely make a purchase that would result in increased sales. 

By taking the time to segment your lists, you will be able to gain valuable insights that can be used to improve the performance of your email campaigns.

Examples of Using Tags for Segmentation:

CRM tags provide a great way of segmenting leads and customers for targeted marketing efforts. By tagging leads and customers based on their interests, you can ensure that your marketing messages are relevant and engaging. 

Here are a few examples of how you can use tags to segment your lists:

Types of Services/Products a Person Is Interested In - By tagging leads and customers based on the services or products they're interested in, you can send them more targeted information about your offerings. This can be especially helpful when promoting new products or services. By tagging leads and customers based on their interests, you can increase the conversion rates of your marketing campaigns and sales efforts. 

Demographics - If you have a physical store or offer services in specific geographic areas, you can use tags to target leads and customers in those areas. This ensures that your marketing messages are relevant to their location and can help boost overall response rates.

Pro Tip: You can use merge fields to personalize email and text messages based on their location. This allows you to have a scalable marketing approach using the same template but using a merge field to customize the message based on their location.

Lead Source - You can use tags in your CRM software to track how a lead was generated. This information can be used to improve your marketing efforts by determining which channels are most effective at generating leads. 

Company Size - Segmenting your list by company size can be helpful when tailoring your marketing messages. For example, you may want to send different messages to small businesses than you would to large corporations rather than treating all customers and prospects the same. 

This is because a small business owner that has 1-10 employees may be interested in products that are designed for small businesses, while a company with 500 employees may be interested in enterprise-level solutions. 

By understanding the company size, you can more effectively target your marketing efforts. 

Campaign Identifier Tags - Campaign identifier tags help you to keep track of which contacts are in which campaign, and also which campaigns they have completed. This is important not only for understanding campaign performance but also for ensuring that your contacts receive the most relevant communications. 

Here are some examples of how you might use tags for campaign segmentation: 

• Currently in a Campaign - Use tags to identify which campaign a subscriber is currently in. This can be helpful if you have multiple campaigns running at the same time and want to make sure subscribers don't get added to multiple campaigns at the same time. Think of these tags as exclusion tags.
• Completed a Campaign - Use tags to identify which subscriber has completed a particular campaign. These tag records can be helpful for tracking purposes or if you want to send a follow-up email after someone has finished a campaign.

Marketing Campaign Tags - You can use tags to segment your contacts by the different marketing campaigns they should be in. Doing this will let you send out emails and text messages to these contacts quickly. It will also allow you to run marketing reports on each campaign to see which one is most effective.

Here are a few examples of how you might use tags for marketing campaign segmentation: 

• Weekly Newsletter List - By tagging subscribers who are interested in receiving your weekly newsletter, you can ensure that only those subscribers receive the newsletter. This helps to keep your email list clean and ensures that only those who want to receive your messages are getting them.
• Blog Subscriber - You could create a tag for people who are subscribed to your blog. This would allow you to send them blog updates that are relevant to their interests.
• Webinar Series - Another way to use tags for segmentation is to use them for marketing your webinars. This would allow you to send targeted content to people who have registered for the webinar, attended your webinar, and more.

2. Use Automation to Apply and Remove Tags

Automation can help you manage your tags more efficiently, allowing you to save time and ensuring that your procedures are efficient. 

For example, you can use automation to automatically apply and remove tags as needed. This is especially helpful if you have a lot of tags or if your tagging process is complex. 

In contrast, if you manage your tags manually, it is often easy to overlook something or make a mistake. Automation can help you avoid these problems and keep your tagging process running smoothly.

3. Increase the Accuracy of Reporting With Tags

Sales and marketing teams often need to generate reports that show how their activities are performing. This can be a challenge if the data is spread out across different platforms. 

However, by tagging data points with specific keywords, it becomes much easier to generate accurate reports because you can more easily see which data is sales data and which is marketing data. 

Tags also help to keep track of data over time, as each tag is date-stamped. This means that you can see not only how your sales and marketing efforts are performing at any given time, but also how they have changed over time. 

As a result, tags can be a valuable tool for increasing the accuracy of reporting. 

Tags can be a helpful way to segment contacts in order to increase the accuracy of your reports.

4. Leverage Tagging for Your Events and Webinars

Events and webinars are a great way to connect with your audience and generate leads. 

However, managing all of the data associated with these events can be a challenge. 

Fortunately, tags can help to make this process easier by allowing you to segment your data so that you can more easily track and manage it. 

For example, you can use a tag to track which leads: 

• Attended your event
• Registered for your event but did not attend
• Joined your event after a certain amount of time
• Stayed for your event for a certain amount of time
• Saw your CTA but did not click
• Clicked on your CTA
• Purchased a product

By tracking this data, you can more easily see which events are most effective at generating leads and sales. You can also use tags to track the progress of your leads through your sales funnel. 

By using tags, you can segment your data so that you are able to see which activities are most successful at generating leads and sales. This information can then be used to improve your marketing and sales efforts.

5. Create a Tagging Process for Your Sales Activities

Sales activities can generate a lot of data, making it difficult to track and manage. 

However, when you create tags for your sales activities, you can more easily track and manage this data. 

When a sales tag is applied to a lead or contact, it is used to designate what stage of the sales pipeline they are in. 

You can either choose to edit, remove, or add new tags from members of a sales pipeline based on their current stage in the process. This helps keep your sales team organized and efficient and allows sales managers to see at a glance which prospects are farther along in the journey. 

You can create tags based on the current lead status, such as: 

• New Lead Tag - Applied when a new lead comes in
• Quote Sent - Applied when a quote has been sent to the lead
• Quote Approved - Applied when the lead approves the quote
• Closed / Won - New Customer - Applied when the deal is won and the customer has been onboarded

This would allow you and your team to more easily track the progress of each sale, see which prospects are farther along in the process, and ensure that your sales activities are running smoothly. In addition, this information can be used to improve your sales strategy. 

By using tags to track sales activities, you can ensure that your team is organized and efficient which can help you close more deals and improve your sales pipeline.

Conclusion

If you’re looking for a way to take your business organization to the next level, implementing a tagging process in your CRM is a great place to start. Not only will it help keep you more organized and improve your reporting capabilities, but it can also help with email marketing efforts and so much more. 

By taking the time to properly tag your leads and customers, you can make sure that you are always targeting the right people with the right content. Not only will this help improve your email campaigns, but it will also help you better understand your customer base so that you can provide them with the best possible service. 

If you’re not using tags in your CRM, now is the time to start. Leverage the power of tagging today and see how it can help take your business to the next level! With Pulse, you’ll be able to get more out of your CRM and create lasting relationships with your customers. 

Sign up for a free trial today and see how tags can benefit your business! You can be up and running in a couple of minutes!