SalesWings Tags Introduction
Tags are a universal, user-friendly and highly flexible way to gain insights into your leads profile, interests, intent, and behavior.
Tags are available natively in all of your SalesWings connected systems, and help you achieve your goals for a range of powerful sales and marketing use cases.
Read on to learn all about Tags!
SalesWings Tags provide for a way to "profile" your leads based on all your lead data. Tags may be used in diverse ways.
💡 Examples are:
Identify product, service, or topics interests
Identify engagement with marketing campaigns, channels and mediums
Highlight "buying signals" such as pricing page visits, contact intent, or phone number clicks
Track funnel progress (i.e. how far people went in a multi-step sign-up funnel)
Uncover "alerting" activity such as funnel drop outs, uncompleted form actions, or visits to pages such as help desk visits
Set lead grades
Identify personas, such as job seekers or partner leads
Example image above: Showing Tags collected by a lead
Tag indicating interest in the team / jobs
Tag showing engagement with a campaign
Tag showing interest in a product
Tag highlight engagement with specific content
Tag showing a good lead fit
Tag showing buying signal
Tag indicating interest in a topic
Image example above: Showing how the same Tags help sales reps understand the lead in Salesforce Sales Cloud on a lead layout
Note: All tags are also natively available in Salesforce as Custom Objects, so you can fully report and build dashboards to analyze the tags, or use them to hand-off leads in reports
Tag Use Cases
SalesWings tags may be leveraged to achieve many goals, as they are natively available for use inside SalesWings, Salesforce, Marketing Cloud, Zapier, over API, and wherever you decide to leverage them.
Marketing use cases
Segmentation based on behavior and attribute data in your marketing automation platform
Add leads or contacts to a highly targeted advertising audience in your marketing platform
Triggering emails or other marketing actions
Attribution reporting on emails, channels, campaigns
Increase a lead score when a lead collects a tag
Sales use cases
Hand-over leads, contacts and accounts to your sales team in CRM by building a Salesforce report around tags
Providing sales with insights right on the Sales Cloud lead, contact, account or opportunity object
Identify cross-selling and upselling opportunities by filtering a list of existing clients by related interests in Salesforce reports
Image example above: Showing how the Tags can be used to report on tags against leads, contacts, accounts, or opportunities
Image example above: Showing how the Tags can be used with Salesforce reports and dashboard to compare channel performance
Getting Support 🙂
As always, don't hesitate to contact our friendly support if you want to show a rule that you have built, or have questions!