How to use tags to segment your data and create simple CRM in Skylight

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How to use tags to segment your data and create simple CRM in Skylight

Tag contacts in Skylight, create custom groups - Skylightit.com
With growing ways of communicating, the web is becoming a major player in the  growth of today’s businesses and associated networks. With this, small businesses lack the funds available to larger organizations to manage that growing data. But off-the-shelf packages can help non-technical teams maintain a smooth-running client face, as well as for internal team support. These things have a direct impact on the team's responsiveness to clients and the outside world.

Tags

Skylight takes tagging to a whole new level

Skylight can help you cross-match your entire database for the skills of talent, equipment specifications, or the type of documents you need for a given client or project. By using Tags and Tag Groups you have complete freedom on how you feel grouping your data.

Tags help you organise information in a way that makes sense to your business and industry. Once created, they can be applied to contacts, resources and projects, and then later can be used for filtering and matching projects to resources intelligently.

Similar tags are sorted into "groups" to keep them organised. So examples of tag groups and contents could be:

Software packages

  • Adobe Photoshop
  • Adobe Illustrator
  • Maxon Cinema4D
  • Microsoft Excel

Broadcast Technologies

  • HD
  • SD
  • PAL
  • NTSC

Photography Styles

  • Commercial
  • Fashion
  • Landscape
  • Abstract

CRM

  • Follow up
  • Call Back
  • Meeting
  • Newsletter

Roles

  • Director
  • Producer
  • Design
  • Editor
  • Project Manager
  • Edit assist
  • Managing Director
  • Manager
  • Client
  • Freelance
  • Blogger

Developer Skills

  • Php
  • Sql
  • Java Script
  • LAMP
  • Cakephp
  • Zend
  • Ruby
  • Ruby on Rails
  • WordPress

You get the idea, just break each and individul section of your business in to groups and tags, you might as well add all your services as tags so you can apply them to both projects and suppliers to mach or equipment to projects. But you dont want to go tagging mad! The idea is to keep it simple. You can always grow the list as you go.

Here is a quick video to Show you how Skylight deals with tagging and what the benefits are of keeping data organized for a business.

About the Author

Taimur

Taimur is the founder of Skylight. He is a serial entrepreneur with a string of successful companies to his name in UK.

Having identified a gap in the market, in 2009, Taimur set up Skylightit.com to fulfil a simple need for every business; to centralise all key business data in one application.

SKYLIGHTit.com offers a web-based business collaboration solution that includes project management, tasks, time billing and invoicing among layers of features specially designed for businesses and freelancers. It is available in multiple languages including Spanish and German making it a complete business management app.

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