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Tagging inside CRM - Sales - CE

  • 1.  Tagging inside CRM - Sales - CE

    GOLD CONTRIBUTOR
    Posted Jul 27, 2020 07:47 PM
    TAGGING

    We are looking at adding Tagging to our CRM.

    Anyone have any recommendations - Positive or Negative.
    • XRM Consultancy - Tagging Solution
    • Yammer
    • Custom Build
    • Preact Record Tagging Solution
    • .....

    Any feedback would be appreciated.

    ------------------------------
    Anthony Roth
    Director of Business Systems
    California Hospital Association
    Sacramento CA
    ------------------------------
    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Tagging inside CRM - Sales - CE

    SILVER CONTRIBUTOR
    Posted Jul 28, 2020 09:12 AM
    Hi Anthony,
    I'd suggest avoiding Yammer, just because I don't think it has much longevity as a product.  I'm not very familiar with the other solutions, but thought I'd mention ours as it's pretty inexpensive and might meet your needs: https://powerobjects.com/powerpacks/powerhashtag/

    ------------------------------
    Merlin Schwaiger
    Director of Solution Design
    PowerObjects, an HCL Company
    Minneapolis
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Tagging inside CRM - Sales - CE

    GOLD CONTRIBUTOR
    Posted Jul 30, 2020 10:53 AM
    Merlin,

    Thanks. Yes, I am looking at the powerhashtag as a possible solution

    ------------------------------
    Anthony Roth
    Director of Business Systems
    California Hospital Association
    Sacramento CA
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Tagging inside CRM - Sales - CE

    TOP CONTRIBUTOR
    Posted Jul 28, 2020 09:27 AM
    Hi Anthony,

    Not sure what level of features you need but we have done basic tagging for customers using a multi-select optionset. This approach provides more control over the tags that are created and used, improving your reporting and search. Just remember to add the new fields to Relevance search.

    Mike

    ------------------------------
    Mike Hammons
    Director, Business Intelligence
    AKA Enterprise Solutions
    GA
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: Tagging inside CRM - Sales - CE

    GOLD CONTRIBUTOR
    Posted Jul 30, 2020 10:54 AM
    Thanks Mike. I have considered your solution, however because we would be using it in a business process flow for activities I am staying clear. I do like the simplicity of this solution and wish it would work.

    ------------------------------
    Anthony Roth
    Director of Business Systems
    California Hospital Association
    Sacramento CA
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 6.  RE: Tagging inside CRM - Sales - CE

    SILVER CONTRIBUTOR
    Posted Jul 28, 2020 11:09 AM
    Hi Anthony,

    This caught my eye as one of our users mentioned it in passing.  What is your use case?  I am just wondering if it is something that we would like to adopt as well.

    Thanks!

    ------------------------------
    Dana Service
    E-Commerce and CRM Supervisor
    Boral Industries
    Phoenix AZ
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 7.  RE: Tagging inside CRM - Sales - CE

    GOLD CONTRIBUTOR
    Posted Jul 30, 2020 10:50 AM
    We are an advocacy group. When we talk with our Hospitals and mention they are passionately trying to solve ...Homelessness, Seismic Issues, Rehabilitation we want to note that on their Account / Contact / Activity. This will allow us to grab them in the future if we introduce any legislation. It also might help us drive legislation as we listen to our members and hear their concerns.

    Hope that helps,

    Anthony

    ------------------------------
    Anthony Roth
    Director of Business Systems
    California Hospital Association
    Sacramento CA
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 8.  RE: Tagging inside CRM - Sales - CE

    SILVER CONTRIBUTOR
    Posted Jul 29, 2020 12:52 AM
    Hi,

    You can also utilize Marketing list to tag records in CRM. Only limitation to this is you can only tag Lead, Account and Contact records.

    Whenever you tag any record, you will need add this record to marketing list. Create marketing list as static marketing list.

    If found helpful, Please mark my answer verified.

    ------------------------------
    Bipin Kumar
    Avanade
    Hyderabad
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 9.  RE: Tagging inside CRM - Sales - CE

    GOLD CONTRIBUTOR
    Posted Jul 30, 2020 10:52 AM
    Thanks Bipin. I like your solution. We do have a need to id these tags in activities / appointments for items discussed.

    ------------------------------
    Anthony Roth
    Director of Business Systems
    California Hospital Association
    Sacramento CA
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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