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Info Tags are found under: Company, Contact, Project and Activity.
Structured information is about to recording valuable information about customers, prospects, contacts or projects.
Your users could of course simply type the information directly into the text fields. Eg. ask them to write "responsible for security" for each contact, which has such a responsibility.
But there are some drawbacks to this method:
| • | Users (and sales people in particular) do not like to spend time on writing. |
| • | When information is needed - eg. to select targets for a campaign - then you will discover that some users have written wholly or partly in capitals, that there are misspellings or that the correct information is written in an unexpected place. |
| • | It is very difficult to clean up obsolete information. |
Together these disadvantages causes information to gradually deteriorate and that it is difficult to use.
To improve this situation, you can use ChannelCRM info tags.
When this option is used, you will see a tab corresponding to the picture below for each company, contact person, project and activity. To the left is a hierarchical pick list of text that you can use for tagging. To the right can be seen the information stamps (tags), which specifically are linked to the displayed company (or contact or project or activity).
Information Hierarchies (pick lists) you build yourself. There may be different pick lists for companies, contacts, projects and activities respectively .
When a user are to tag a company, it is done by drag-drop info text on the tab right part. It can also be done by double clicking. Therefore, misspellings are eliminated ensuring that it is easy to find the information again.
As part of the process, it will also be automatically registered when the tagging took place and by what user.
Info tag pick lists are built in the Marketing part of ChannelCRM. See here how.
Page url:
http://www.channelcrm.net/us/index.html?net_infostructures.htm
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