How to use Highrise tags

Note: This is the first of a series of blog posts on how to use Highrise to better manage customer data and to better serve prospects.

In Collabspot, we use Highrise tags to create instant or one-click filters of your contacts by categories. Here are five (5) relevant categories that tags can be grouped into.

Tags by title/profession

Whether the contact is an engineer, a blogger, or a designer, it’s a good idea to assign tags based on profession. This helps us easily determine who among our users can be appropriately contacted for specific needs. For example, if we plan to write a guest blog post for our marketing efforts, then we’ll filter our contacts for bloggers. Another example is when we need a new logo, we can filter our Highrise contacts for designers and then check who among them are capable of designing logos.

Tags by industry

Industry categories are important so you can keep track of which markets your business is performing in. Filtering contacts or companies by industry can give you a quick overview of customers that are coming from a certain industry. They can come from food, software, clothing, or medical industries. Now if you want to filter by subcategories per industry, then you will have to use custom fields. I’ll discuss custom fields in the next blog post of this series.

Tags by location

Some businesses, such as shipping companies, operate by relying on the location of their customers. In this case, it’s a good idea to use Highrise tags to quickly filter contacts based on geographical location. Such tags can be used to group contacts by city, state, or country. Highrise orders its tags in alphabetical order. To avoid having a messy list of tags, use a convention like “{location-type}-{location-name}”, e.g. city-newyork, country-japan, state-california. This means that all your city and country tags will be under the letter “C”.

Tags by sales pipeline status

Among other things, Highrise is a CRM system that’s popularly used to organize sales prospect data and to increase sales productivity. This leads us towards assigning tags based on where your prospects are in the sales pipeline: waiting for reply, pending order, under negotiation, won, lost. Some salespeople are specialized in handling contacts who belong to certain stages of the sales pipeline. Use sales pipeline tags to have them quickly find their target prospects. This creates a more seamless workflow for your sales team. Again, to avoid difficulty in browsing tags in this category, use a syntax such as sales-prospect, sales-pending, or sales-won so they’re all located under the letter “S”.

Tags by customer preference

Let’s say you’re selling cupcakes and some customers have solely bought chocolate cupcakes from you during their whole transaction history. If your business can send these customers with emails promoting new chocolate cupcake products or chocolate cupcake discounts for the holidays, then you can optimize your sales with respect to their preference. Use customer preference tags to instantly find customers by the preferred products or services that your business provides. By doing so, you can easily find targets for your future promotional campaigns or special offers.

Got other ideas on how to use Highrise tags? Share them with us through the comments below! Also, check out our extension that integrates both Highrise and Gmail to increase your sales productivity.