Today’s market is more competitive than ever, and for your business to keep up, you need to incorporate CRM technologies to make your business run more efficiently. Part of a CRM’s features is to categorize, organize, and analyze customer interaction data throughout a client lifecycle. That system helps your run your business efficiently and seamlessly without utilizing additional staffing.
For CRM software to work, you need to compile customer data through different channels or, as you might say, various points of contact between the client and the business. They could either be through telephone, direct email, social media, live chat, or live interaction. By combining these various pieces of information, you can better understand your customer’s preferences and concerns.
However, that data can only come through if you input data into your CRM software. Part of the job of inputting data into your CRM is categorizing your data through proper tags. Here is why you should tag your clients during the checkout process of your medical aesthetic practice.
But first things first, what are tags?
Understanding Tagging Features In Your CRM Software
You can use tags to attach and categorize customer information into your CRM software. They give you the flexibility to group people based on their concerns and interests, so when the time comes that you want to market to them, you can provide the right directive that fits perfectly to their concerns and interests—making your previous clients more inclined to try out your medical aesthetic services again.
Tags enable your business to be more specific when targeting relevant offers and messages to particular groups of customers instead of sending a blanket offer. There is nothing wrong with sending offers that address the overall consensus, but their returns are often mixed. You may have significant returns or barely at all.
If you send a specific intent for specific groups, you can better reach out to them. Your clients will feel like their individual needs are being met, increasing customer satisfaction and retention. Use tags to your advantage to deliver content with more engagement and returns.
Likewise, tags are more than just a marketing or sales tool. You can also use tags to automate better workflow, group contacts, and reporting applications.
Why You Should Use Tags
Take advantage of tags for segmentation to better run your business and stand out among the competition! Here are some things that you can use your tags for:
- Tags for reporting applications.
- Better and quickly identify what stage of the sales funnel your prospects are in with tags
- Send more specific and relevant messages or offers for more engagement and returns
- More efficient automation sales processes based on their tag groupings
- Create lists with tags to quickly load a group of contacts
Using tags is not just more accessible for you but also for your entire staff.
Different Types Of Tags In CRM Software
There are different types of CRM software currently available in the market, and they have unique tagging features. While each may be different, they have recurring themes, including types of tags. Here are the different types of tags to know about that are available in all CRM software:
- Marketing Tags: These tags are specifically for helping you segment contacts based on relevant information on what they are interested in and then sending relevant offers or messages that cater to those interests.
- Lead Tags: Some people are not quite just your clients yet, and this tag is specifically for them. Use this tag to better segment contacts based on how close they are to using your medical aesthetic services. Perhaps they’ll try out your services with a little more push in the right direction.
- Sales Tags: Your customer has already made a purchase or has tried your medical aesthetic services, but you want them to spend a little more. This tag doesn’t necessarily make them spend more, but it helps you categorize who is more likely to do so.
- Analytics/Reporting Tags: These tags are solely for analysis or reporting applications. It makes it easier for you to access data faster!
Consistency Is Key
When you assign tags, be very specific and be consistent about it—this is the key that helps expands the growth and gain momentum of your medical aesthetic practice. But if you don’t plan to use tags or aren’t sure how to use them efficiently for you, your team, and your customers, consistency is not possible.
So when you do use the tagging features, remember that planning how to go about it is essential. It ensures that your marketing efforts will not be wasted, reaching the appropriate audience and catering to their concerns and interests. Work closely with whoever manages your customer records or the CRM software to ensure seamless work efficiency and build a better experience for all the parties involved, you, your team, and your clients.
Educate yourself or your staff about the different types of tags available for them to use. You guarantee that there will be no confusion when specific marketing processes are in full swing.
3 Quick Ways To Tag Your Clients When They Checkout
Now that you’ve made it this far, you are fully aware of how essential tags are for your CRM software and business. Here are some additional tips that you can use to make the most out of your tagging by the time your client checkout in your CRM system to become a successful medical aesthetic practitioner:
- Prepare to create a shortlist of tags beforehand: As much as possible, avoid making tags on the fly for every new unique circumstance you encounter. It will overwhelm you quickly and cause havoc on the organization of the tags. Instead, spend some time thinking about various tags so that when the client checks out, you can quickly add their info without causing a stir.
- Don’t be too specific about your tags: Avoid making tags for every possible scenario that comes to mind. Instead, you can bend some rules and try to fit particular circumstances in some tags for reporting or analytic applications. Basically, don’t overuse the tags. It also makes it easier to input customer data when they checkout.
- Remember the person: It’s so easy to put in customer data and think of it as is. But remember that they are people too with unique concerns and interests, and it’s your job to address those.
Tags Make The Job Easier!
Using tags wisely removes the hassles of organizing and sifting through contact records manually. It makes your job more seamless and efficient, and they increase customer retention and engagement, which generates more sales.