AN INTRODUCTION TO DRAG&TAG
BUSINESS CHALLENGES: <ul><li>Different people like to work in different ways </li></ul><ul><li>Knowledge everywhere: (CRM,...
WHAT IS DRAG&TAG?  ANNOTATE THE WEB A WINDOW INTO YOUR CRM KNOWLEDGE ON DEMAND
ANNOTATE THE WEB  <ul><li>A simple way to build up a searchable knowledge base of web pages anyone in the business has fou...
A WINDOW INTO YOUR CRM <ul><li>Instant visibility of CRM records when using Internet Explorer, Outlook and Microsoft offic...
KNOWLEDGE ON DEMAND <ul><li>A single search across all relevant sources of information. </li></ul><ul><li>Relevant knowled...
DRAG&TAG IN ACTION
CONNOTATION AND CRM INTEGRATION Having looked up a profile on LinkedIn,  Drag&Tag automatically displays relevant records ...
CONNOTATION AND CRM INTEGRATION The user can add a quick connotation and select to be alerted if the webpage (in this case...
CONNOTATION AND CRM INTEGRATION 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.
CONNOTATION AND CRM INTEGRATION Or user can choose to import LinkedIn profile as a new candidate in to CRM. In this case, ...
USER BENEFITS <ul><li>Users gain instant access to valuable information by simply “working as normal” </li></ul><ul><li>Us...
BUSINESS BENEFITS <ul><li>Reduce admin burden and improve workflow </li></ul><ul><li>Get a better return from existing sys...
To discuss further & arrange a demo, contact Oliver Squires: [email_address] +44 (0)7946874777
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Drag&amp;Tag

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Drag&amp;Tag

  1. 1. AN INTRODUCTION TO DRAG&TAG
  2. 2. BUSINESS CHALLENGES: <ul><li>Different people like to work in different ways </li></ul><ul><li>Knowledge everywhere: (CRM, Outlook, Excel, Social media, LinkedIn, online sources) </li></ul><ul><li>Lack of R.O.I. on existing internal database </li></ul><ul><li>Users drowning in ever increasing sources of information </li></ul>
  3. 3. WHAT IS DRAG&TAG? ANNOTATE THE WEB A WINDOW INTO YOUR CRM KNOWLEDGE ON DEMAND
  4. 4. ANNOTATE THE WEB <ul><li>A simple way to build up a searchable knowledge base of web pages anyone in the business has found useful. </li></ul><ul><li>Notes added to web pages are visible to all team members. </li></ul><ul><li>See and search saved pages and notes </li></ul>
  5. 5. A WINDOW INTO YOUR CRM <ul><li>Instant visibility of CRM records when using Internet Explorer, Outlook and Microsoft office, through an easy to understand sidebar. </li></ul><ul><li>The sidebar ensures users are always aware of relevant records held in your CRM. </li></ul><ul><li>Add anything from the Web, Outlook or MS Office to the CRM with 2 clicks. </li></ul><ul><li>Add new events to existing CRM records directly from the D&T sidebar. </li></ul>
  6. 6. KNOWLEDGE ON DEMAND <ul><li>A single search across all relevant sources of information. </li></ul><ul><li>Relevant knowledge is promoted to users automatically while they work online. </li></ul><ul><li>Changes on preselected web pages are promoted to users and highlighted in yellow. </li></ul><ul><li>Watchdogs alert users whenever something relevant comes into the business. </li></ul>
  7. 7. DRAG&TAG IN ACTION
  8. 8. CONNOTATION AND CRM INTEGRATION Having looked up a profile on LinkedIn, Drag&Tag automatically displays relevant records in CRM to the user.
  9. 9. 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.
  10. 10. CONNOTATION AND CRM INTEGRATION User can quickly add notes to candidate record in CRM.
  11. 11. CONNOTATION AND CRM INTEGRATION Or user can choose to import LinkedIn profile as a new candidate in to CRM.
  12. 12. CONNOTATION AND CRM INTEGRATION 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
  13. 13. USER BENEFITS <ul><li>Users gain instant access to valuable information by simply “working as normal” </li></ul><ul><li>Users no longer have to stop what they are doing to update or reference the CRM </li></ul><ul><li>Users can spend more time selling, less time administering. </li></ul><ul><li>Users have the freedom to work in their own way while adhering to company protocols </li></ul>
  14. 14. BUSINESS BENEFITS <ul><li>Reduce admin burden and improve workflow </li></ul><ul><li>Get a better return from existing systems </li></ul><ul><li>Deliver the right knowledge, </li></ul><ul><li>to the right person, at the right time. </li></ul>Save time, improve productivity & reuse knowledge
  15. 15. To discuss further & arrange a demo, contact Oliver Squires: [email_address] +44 (0)7946874777
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