Using tags on PipeOne: enhancing automation and organization
Tags in PipeOne are versatile tools that help streamline processes, automate workflows, and improve communication. They serve multiple purposes across different functionalities, making them a great instrument for optimizing customer relationship management.
Key uses of tags
Activating triggers
Tags can be used to initiate automated actions or workflows when specific conditions are met. For instance, adding a tag to a contact or lead can trigger update pipeline stages, or initiate other predefined processes. Learn more.
These are some examples of triggers that can be activated by tags:
Automating customer support
Tags can automate the allocation of conversations to designated team members. For example, when a tag indicating "VIP Client" is added to a record, the system can automatically assign the conversation to a senior support agent.
Pipeline stage allocation
Tags help organize conversations or leads by associating them with specific stages in the pipeline. This ensures that records are categorized properly and move through the pipeline efficiently based on their assigned tags.
Sending a message
When a specific tag is added to a conversation or record, the system can trigger an automated predefined message
Adding a note to the contact timeline
Adding notes to a contact timeline is a valuable feature in CRM systems, enabling agents to document interactions and track activities. This functionality is particularly useful for organizing client information and ensuring efficient follow-ups.
2. Customer segmentation
Bulk messages
Tags allow users to segment groups of contacts or leads for targeted bulk messaging. By applying specific tags, you can easily identify and communicate with a particular audience without manually sorting through records. Learn more.
Conversations tab
Filtering options within this tab are can be used to enable users to quickly locate relevant conversations and take appropriate actions. There are a few kinds of filters, such as:
Conversation status - new, on hold, ongoing, resolved
Unread, unassigned or my conversations
Conclusion
In summary, tags in PipeOne are powerful, yet simple tools for automation, segmentation, and organization. By leveraging them effectively, businesses can optimize their CRM processes and improve overall efficiency.