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Transcript

  • 1. AN INTRODUCTION TO DRAG&TAG
  • 2. 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
  • 3. WHAT IS DRAG&TAG? ANNOTATE THE WEB A WINDOW INTO YOUR CRM KNOWLEDGE ON DEMAND
  • 4. 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
  • 5. 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.
  • 6. 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.
  • 7. DRAG&TAG IN ACTION
  • 8. CONNOTATION AND CRM INTEGRATION Having looked up a profile on LinkedIn, Drag&Tag automatically displays relevant records in CRM to the user.
  • 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. CONNOTATION AND CRM INTEGRATION User can quickly add notes to candidate record in CRM.
  • 11. CONNOTATION AND CRM INTEGRATION Or user can choose to import LinkedIn profile as a new candidate in to CRM.
  • 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. 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
  • 14. 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
  • 15. To discuss further & arrange a demo, contact Oliver Squires: [email_address] +44 (0)7946874777