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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:[email protected]+44 (0)7946874777
