{"id":54147,"date":"2018-08-26t10:51:01","date_gmt":"2018-08-26t14:51:01","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=54147"},"modified":"2018-09-13t03:12:57","modified_gmt":"2018-09-13t07:12:57","slug":"how-to-maximize-crm-system-tags","status":"publish","type":"post","link":"\/\/www.g005e.com\/2018\/08\/26\/how-to-maximize-crm-system-tags\/","title":{"rendered":"martech for accountants: maximize your crm system tags"},"content":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/businessmanlaptop_dollarphotoclub_93198324.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-46030\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/businessmanlaptop_dollarphotoclub_93198324-424x301.jpg\" alt=\"businessman with laptop and papers\" width=\"424\" height=\"301\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/businessmanlaptop_dollarphotoclub_93198324-424x301.jpg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/businessmanlaptop_dollarphotoclub_93198324.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/businessmanlaptop_dollarphotoclub_93198324.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/businessmanlaptop_dollarphotoclub_93198324-849x603.jpg 849w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/businessmanlaptop_dollarphotoclub_93198324.jpg 1600w\" sizes=\"auto, (max-width: 424px) 100vw, 424px\" \/><\/a>you also can combine them in searches.<br \/>\n<\/strong><\/p>\n<p><i>by jassen bowman<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/jb17trs\/\"><i>tax resolution systems<\/i><\/a><\/p>\n<p>most crm systems rely heavily on using tags for group and categorizing contacts.<\/p>\n<blockquote><p><b>more on tax resolution:<\/b> <a href=\"\/\/www.g005e.com\/2018\/08\/18\/10-steps-to-setting-up-direct-mail\/\">10 steps to setting up direct mail<\/a> | <a href=\"\/\/www.g005e.com\/2018\/08\/11\/use-24-hour-lines-for-leads\/\">use 24-hour lines for leads<\/a> | <a href=\"\/\/www.g005e.com\/2018\/07\/14\/measure-your-business-metrics\/\">measure your business metrics<\/a> | <a href=\"\/\/www.g005e.com\/2018\/05\/06\/checklists-tax-resolution-sales\/\">checklists for tax resolution sales<\/a> | <a href=\"\/\/www.g005e.com\/2018\/03\/04\/overcome-objections-7-steps\/\">overcome objections in 7 steps<\/a> | <a href=\"\/\/www.g005e.com\/2018\/01\/20\/reactivate-lost-clients\/\">how to reactivate lost clients<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"http:\/\/4f2bur4nuye2cgakm2rm61qk.wpengine.netdna-cdn.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2018\/08\/26\/how-to-maximize-crm-system-tags\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>the following is one suggested system for organizing and tagging your contacts. modify this to meet your own needs and practice goals.<br \/>\n<!--more--><br \/>\n<strong>general tags<\/strong><\/p>\n<p>use general tags to group people who don\u2019t really fit into the other tag groups below like:<\/p>\n<ul>\n<li>family \u2013 for family members<\/li>\n<li>top 10 \u2013 for your inner circle of top 10 people you want to associate most with<\/li>\n<li>top 100 \u2013 for your outer circle of top 100 people you want to associate with<\/li>\n<li>added by ______ \u2013 if you have more than one person working with you, sometimes it helps to be able to easily see contacts by who brought them into the database. you might have a tag like \u201cadded by charlie\u201d if charlie is working for you and maybe adding contacts.<\/li>\n<li>and as many more as you want to use\u2026<\/li>\n<\/ul>\n<p><strong>followup lead status<\/strong><\/p>\n<p>use these tags to keep track of where leads are in your system:<\/p>\n<ul>\n<li>initial inquiry<\/li>\n<li>initial call back<\/li>\n<li>lead followup<\/li>\n<li>active prospect<\/li>\n<li>consultation scheduled<\/li>\n<li>active client<\/li>\n<li>prospect followup<\/li>\n<li>inactive lead<\/li>\n<li>inactive prospect<\/li>\n<\/ul>\n<p><strong>profession\/dream team member tags<\/strong><\/p>\n<p>use these tags for each profession\/dream team role that people have (they can have more than one). don\u2019t forget about tags for people you hire or who do work for you. here are just some examples:<\/p>\n<ul>\n<li>accountant<\/li>\n<li>attorney<\/li>\n<li>bookkeeper<\/li>\n<li>cpa<\/li>\n<li>ea<\/li>\n<li>printer<\/li>\n<li>banker<\/li>\n<li>mortgage broker<\/li>\n<li>real estate agent<\/li>\n<li>real estate investor<\/li>\n<li>bird dog<\/li>\n<li>mastermind group member<\/li>\n<li>and many more\u2026<\/li>\n<\/ul>\n<p><strong>geographic tags<\/strong><\/p>\n<p>if you\u2019re running a large regional or national tax resolution practice, it becomes increasingly more important to be able to know where your contacts are located geographically. so, use geographic tags to group contacts into major u.s. markets.<\/p>\n<p>for example, you might use tags like:<\/p>\n<ul>\n<li>atlanta, ga<\/li>\n<li>san francisco, ca<\/li>\n<li>denver, co<\/li>\n<li>and so on\u2026<\/li>\n<\/ul>\n<p>it is important to understand i am not using every city that people live in as a tag. i am generalizing smaller towns into major u.s. markets. for example, while tacoma, wa, residents will definitely disagree with this, they\u2019re tagged as \u201cseattle\u201d in my crm system. for my japanese contacts, folks in fukuoka are still tagged as \u201ctokyo,\u201d although the two cities are quite a ways apart and actually on different islands. my contacts on the far north island of hokkaido, however, are tagged as \u201csapporo.\u201d this is purely for my own convenience and mental distinction, and you should do likewise in an organized manner that makes sense to you.<\/p>\n<p><strong>marketing source<\/strong><\/p>\n<p>if you\u2019re a freak about tracking your marketing (hint: you should be), maybe you want to create tags to track either marketing campaigns or at least the source like:<\/p>\n<ul>\n<li>tax lien postcard #6 \u2013 for when someone calls from that specific postcard<\/li>\n<li>autoresponder email \u2013 for when someone calls from your email sequence<\/li>\n<li>craigslist ad \u2013 for when you run an ad<\/li>\n<li>ebay classifieds ad \u2013 for when you run an ad on ebay classifieds<\/li>\n<li>responding to craigslist ad \u2013 for when you responded to someone else\u2019s craigslist ad<\/li>\n<li>newspaper classified ad<\/li>\n<li>referral from john smith<\/li>\n<li>radio spot memorial weekend \u2013 inquiries from a specific radio ad campaign<\/li>\n<\/ul>\n<p>tracking by source makes it very easy to generate reports about the effectiveness of specific marketing campaigns. if you track it down to the specific mailing piece or ad, it allows you to track your best and worst performing marketing pieces, and improve those that need it.<\/p>\n<p><strong>hiring tags<\/strong><\/p>\n<p>for folks applying:<\/p>\n<ul>\n<li>administrative assistant applicant<\/li>\n<li>telemarketer applicant<\/li>\n<li>cpa applicant<\/li>\n<\/ul>\n<p>offered a position:<\/p>\n<ul>\n<li>offered telemarketer position<\/li>\n<li>offered assistant position<\/li>\n<li>offered ea position<\/li>\n<li>and so on\u2026<\/li>\n<\/ul>\n<p>other hiring-related tags:<\/p>\n<ul>\n<li>employment application received<\/li>\n<li>employment agreement received<\/li>\n<li>telephone interview scheduled<\/li>\n<li>independent contractor agreement received<\/li>\n<li>completed administrative assistant training<\/li>\n<li>completed telemarketer training<\/li>\n<\/ul>\n<p>hired:<\/p>\n<ul>\n<li>hired telemarketer<\/li>\n<li>hired cpa<\/li>\n<li>hired assistant<\/li>\n<li>and so on\u2026<\/li>\n<\/ul>\n<p><strong>combining tags<\/strong><\/p>\n<p>most crm systems allow you to sort through contacts using more than one tag so you do not need to combine tags unless you really have a compelling reason to do so.<\/p>\n<p>for example, your system should easily allow you to find all your \u201cactive prospects\u201d in \u201cportland, or\u201d that are on step #14 or later in your prospect followup sequence. this comes in handy when you want to send event invitations, special promotional offers, etc.<\/p>\n","protected":false},"excerpt":{"rendered":"<p><strong>you also can combine them in searches.<\/strong><br \/>\n<em>by jassen bowman<\/em><br \/>\n<em><a href=\"\/\/www.g005e.com\/shop\/jb17trs\/\">tax resolution systems<\/a><\/em><\/p>\n","protected":false},"author":2176,"featured_media":51695,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[2271,3120,2740,2306],"tags":[],"class_list":["post-54147","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marketing","category-pro-member-exclusive","category-tax-resolution-services","category-tech-and-fintech"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v24.0 - 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