Built for all Industries
Nonprofits
Preferences: Allow Customer Success teams to easily add User Preferences to Contacts and Accounts.
Geography: Automatically add tags based on field updates or actions
Interests: Record Interests of Donors to help with communication or find groups of Donors with similar interests.
Development Tag: Classify Accounts and Contacts according to Tiers that help with categorizing Users for Reports and Campaigns.
Volunteer Tags: Mark the kinds of Events for which Contacts would be willing to volunteer, or what role they would take.
With so many potential data points for current and prospective Donors, Nonprofits can tag items to Accounts and Contacts without having to create yet another custom field. And unlike picklists which have restricted values, Tagger allows Admins to permit creation of a new Tag option when a User’s search for existing Tags returns no result, saving all the time required for creating and delivering a new Feature Request.
Private Equity/Venture Capital
Need to easily build a target list? Want to be able to tag your banking contacts with the correct industry of focus, then also view all other contacts with that same industry assignment? Tagger makes these tasks a breeze for your deal team. What about knowing everyone’s method of communication preference, before you send that email they won’t read. (Paul prefers “Phone Call First”!)
Industry: Easily tag, report on, and navigate to all of your Contacts with a specific industry focus.
Communication: Quickly see each Contact’s communication preferences.
Investor Relations: Enable IR to utilize Tags to report on key Contacts.
