Did you know there are 29 holidays between November 1st and January 15th? Now is the time to add those holidays to your segmentation and implement a strategy to recognize an observed occasion.
To research the holidays your client might recognize—you need a holistic view of your client and their lives. Watch this session to learn all the different ways to segment your clients by their personal tastes, by focusing on what's important to them, and to find ways to personalize that touch to help with gifting.
Click the link below for more information on each of the features covered in the video:
01:20 - Keywords
01:27 - Manage Database Lists - Keywords
02:30 - Advanced Search
05:27 - Contact Overview - Keywords
06:49 - Tag Groups
09:14 - Contact Overview - Tag Groups
11:29 - User Defined Fields (UDFs)
16:36 - Seminars
17:22 - Manage Seminar Attendees
Does something in the video look different than your screen? Redtail's Development team is continually releasing updates to the Tailwag CRM. See this post for the most up to date descriptions of new features and recent issue fixes. For recorded videos that overview CRM system updates, click here.