by Kelsey Tyree | Feb 20, 2024 | Uncategorized
Understanding Tags: What are tags and why are they important in CRM? Types of tags in ProspectBoss CRM: Contact tags, lead tags, opportunity tags. How tags facilitate segmentation and organization of data. Getting Started with Tagging in ProspectBoss CRM: Navigating...
by Kelsey Tyree | Feb 20, 2024 | Uncategorized
Behavioral Tagging: Rather than simply tagging contacts based on static attributes like job title or industry, consider implementing tags that reflect their behavior or engagement with your brand. For example, tags like “Engaged” for contacts who...
by Kelsey Tyree | Feb 20, 2024 | Uncategorized
Prospect Identification: Tag leads based on the original source of acquisition (e.g., website form, social media, referral). Utilize tags to indicate the lead’s industry or specific interests. Assign tags that denote the lead’s demographic information...
by Kelsey Tyree | Feb 20, 2024 | Uncategorized
Enhanced Segmentation: Tags allow for granular segmentation of your customer base based on various attributes such as demographics, behavior, interests, or stage in the sales cycle. With ProspectBoss CRM, you can create and apply tags dynamically, enabling targeted...
by Kelsey Tyree | Feb 20, 2024 | Uncategorized
Customized Tagging System: ProspectBoss CRM allows you to create a customized tagging system tailored to your business needs. You can create tags based on demographics, behavior, preferences, purchase history, or any other relevant criteria. For example, you can tag...
by Kelsey Tyree | Feb 20, 2024 | Uncategorized
Unified Data Structure: Tags offer a common language for categorizing information across different departments or functions within an organization. By applying tags consistently across various CRM platforms, teams can ensure a unified data structure, facilitating...
by Kelsey Tyree | Feb 20, 2024 | Uncategorized
Flexible Data Organization: Dynamic tagging allows you to categorize customers and prospects based on a wide range of criteria, such as demographics, behaviors, preferences, purchase history, and engagement levels. Unlike static categories, dynamic tags can be easily...
by Kelsey Tyree | Jan 25, 2024 | Blog
Stir shaken, was created by the FTC in 2021. They created it to crack down on scam callers going to customers. Stir shaken is based off of certain algorithms shut such as short term duration phone calls, dropped phone calls and calls per hour. What this looks like on...
by Kelsey Tyree | May 24, 2021 | VS Blogs
Talkdesk Autoreach Talkdesk Autoreach is a cloud-based call center, and AI lead-generation plug-in for Salesforce, Zendesk, or Slack. Made for large to small call centers this platform boasts many powerful dialing, marketing, and agent management tools to effectively...
by Kelsey Tyree | May 24, 2021 | VS Blogs
Five9 Power Dialer Five9 is a fully-featured call center system, offering both inbound and outbound calls with their single-line dialer and CRM services. They offer a variety of features, including Scripts, Voicemail Drop, Call recording, and SMS Messaging. The...
