What is Tagger?
Tagger is an easy to install and easy to manage AppExchange application that delivers an intuitive and reportable way to tag, segment, and categorize your Salesforce records.
Endless Options
Make work easier for end users
Although many customers will immediately leverage Tagger to segment and categorize Contact records, Tagger’s Lightning Component can be added to almost any standard or custom object Lightning Page. Accounts, Cases, Campaigns, Implementation Projects, Deals, Areas of Expertise, Geographies – the options are endless!
Easy to Install
Create new Tags
Available to all objects
Automatic type-ahead search for all Tags
Utilize native Reports & Dashboards
Navigate to other records that have the same tag
Built for all Industries
Make quick work of tagging
Tagger gives Salesforce Admins the flexibility of native Salesforce security features to enable who can create, view, edit, and delete tags.
Preferences: Rather than creating tons of custom fields, use Tagger to quickly include relevant information on how a Contact wants to be engaged with.
Territory/Geography: Slice and dice your Accounts and Contacts into territories however you want, including overlapping areas relevant for different teams.
Interests: Add unlimited Interests to your Contacts so you can skip the weather talk and know exactly what to talk about.
Customer Level: Tag Accounts and Contacts with levels like Gold, Silver, Bronze, while also allowing tags for more focused groupings, like “2023 Priority”.
