Drag&Tag

AN INTRODUCTIONTO DRAG&TAG

BUSINESS CHALLENGES:• Different people like to work in different ways

• Knowledge everywhere:

(CRM, Outlook, Excel, Social media, LinkedIn, online

sources)

• Lack of R.O.I. on existing internal database

• Users drowning in ever increasing sources of

information

WHAT IS DRAG&TAG?

ANNOTATE THE WEB

A WINDOW INTO YOUR CRM

KNOWLEDGE ON DEMAND

ANNOTATE THE WEB

• A simple way to build up a searchable knowledge

base of web pages anyone in the business has

found useful.

• Notes added to web pages are visible to all team

members.

• See and search saved pages and notes

A WINDOW INTO YOUR CRM

• Instant visibility of CRM records when using

Internet Explorer, Outlook and Microsoft office,

through an easy to understand sidebar.

• The sidebar ensures users are always aware of

relevant records held in your CRM.

• Add anything from the Web, Outlook or MS Office

to the CRM with 2 clicks.

• Add new events to existing CRM records directly

from the D&T sidebar.

KNOWLEDGE ON DEMAND

• A single search across all relevant sources of

information.

• Relevant knowledge is promoted to users

automatically while they work online.

• Changes on preselected web pages are promoted to

users and highlighted in yellow.

• Watchdogs alert users whenever something relevant

comes into the business.

DRAG&TAG IN ACTION

CONNOTATION AND CRM INTEGRATION

Having looked up a profile on LinkedIn, Drag&Tag automatically displays relevant records in CRM to the user.

Having looked up a profile on LinkedIn, Drag&Tag automatically displays relevant records in CRM to the user.

CONNOTATION AND CRM INTEGRATION

The user can add a quick connotation and select to be alerted if the webpage (in this case the profile) changes.

The user can add a quick connotation and select to be alerted if the webpage (in this case the profile) changes.

CONNOTATION AND CRM INTEGRATION

User can quickly add notes to candidate record in CRM.User can quickly add notes to candidate record in CRM.

CONNOTATION AND CRM INTEGRATION

Or user can choose to import LinkedIn profile as a new candidate in to CRM.

Or user can choose to import LinkedIn profile as a new candidate in to CRM.

CONNOTATION AND CRM INTEGRATION

Or user can choose to import LinkedIn profile as a new candidate in to CRM.

Or user can choose to import LinkedIn profile as a new candidate in to CRM.

In this case, Drag&Tag recognises that a record exists and asks user to verify whether a new record should be created or to update an existing record

In this case, Drag&Tag recognises that a record exists and asks user to verify whether a new record should be created or to update an existing record

USER BENEFITS

• Users gain instant access to valuable

information by simply “working as

normal”

• Users no longer have to stop what

they are doing to update or reference

the CRM

• Users can spend more time selling,

less time administering.

• Users have the freedom to work in

their own way while adhering to

company protocols

BUSINESS BENEFITS

• Reduce admin burden and improve workflow

• Get a better return from existing systems

• Deliver the right knowledge,

to the right person,

at the right time.

Save time, improve productivity & reuse knowledge

To discuss further & arrange a demo, contact Oliver Squires:oliversquires@dragandtag.com+44 (0)7946874777