custom fields vs. tags

Custom Fields or Tags to best segment your data?

As part of OnePageCRM’s Learning Centre, we’ve been giving Advanced Webinar’s on various Topics over the last few months (click here to check the list of available webinars). One of our most popular turnouts has always been on the topic of “Segmentation and Reporting” in OnePageCRM and it is because of the most frequently asked question at this webinar which spurred me to write this Blog Post. So I guess you’re wondering, what the question is…..well here you go; Why should I use Custom Field’s over Tags or vice versa?

status labels

Map contacts in your sales funnel using Status labels

Using Status Labels in OnePageCRM  helps you to reflect your sales funnel and is an integral part of encouraging the entire organisation, from managers to sales staff/ call centre personnel, to implement various strategies to improve their workflow / sales pipeline both individually and as a team.

google maps

Plan your sales route with Google Maps and OnePageCRM

If you’re in field sales and are constantly on the road, calling into potentially new/ existing customers, time is precious. To ensure you make the best use of your time, here’s an efficient way to plan your trip using your OnePageCRM contacts and Google Maps.