Track Relationship Progress with Outlook Tags on Your Notes

Outlook tags in MidiCRM are a powerful tool designed to help you assess and track the status of customer relationships. They provide quick insights into the overall outlook of interactions with customers, helping you prioritize and manage your engagements more effectively. This tutorial will guide you through the process of using outlook tags in MidiCRM.

What Are Outlook Tags?

Outlook tags are color-coded indicators that reflect the status of a customer relationship based on the most recent interaction. They help you quickly understand whether a customer interaction has a positive, neutral, or negative outlook, allowing you to prioritize follow-ups and manage customer relationships effectively.

Key Features of Outlook Tags

Color-Coded: Tags are color-coded to represent different outlooks: positive, neutral, and negative.

Integration: Tags are integrated with notes and can be viewed in the news feed.

Automatic Prompt: When adding a note related to customer contact, users are prompted to select an outlook tag.

Adding Outlook Tags to a Note

You can only enter outlook tags to a note while creating or editing it (If you have already saved a note, enter edit mode by clicking Show at its bottom right corner, then Edit at the top right corner.)

Outlook tags are only relevant if your note is about a customer interaction. Therefore MidiCRM will not display any outlook tag options if your note is not linked to a company or contact.

As soon as you enter at least one related contact or company in the relations box, you will be asked if the customer was contacted.

• Answer NO if:
  • The linked entity is not a customer, or
  • The note is linked to a customer, but its content does not describe a direct contact (e.g., an internal status update about that customer), or
  • The note describes a form of contact that did not allow any feedback from the customer (e.g., a message you left or an email you sent)
• Answer YES if:
  • The linked entity is a customer, and
  • The note describes a direct interaction with that customer. A direct interaction is one where your contact has the opportunity to provide feedback (e.g., a phone call or face-to-face meeting.)

If you answer yes, you will be prompted to choose one of the three outlook tags:

• Select POSITIVE if you think the customer is likely to initiate, continue or increase their business with you. 
• Select NEGATIVE if you think the customer is likely to decrease, terminate, or not initiate doing business with you.
• Select NEUTRAL if you don’t think you have enough feedback to decide, or the customer has not shown any positive or negative indication.

Viewing Outlook Tags in the News Feed:

Outlook tags appear as color-coded markers next to each note, allowing you to quickly assess the status of customer interactions. This visual representation helps you prioritize tasks and follow-ups based on the outlook.

Best Practices for Using Outlook Tags

Be Consistent: Consistently use outlook tags to rate the status of interactions. This provides historical context and ensures that the information is useful for decision-making.

‍Provide Detailed Notes: In addition to selecting an outlook tag, provide detailed notes about the interaction. This context helps team members understand the situation better.

‍Regularly Review Tags: Periodically review outlook tags to identify trends or patterns in customer relationships, such as frequent negative tags that may require attention.

‍Prioritize Follow-Ups: Use outlook tags to prioritize follow-ups and address issues quickly. For example, prioritize negative interactions for immediate follow-up to resolve any issues.

Benefits of Using Outlook Tags in MidiCRM

Quick Insights: Gain immediate understanding of customer interactions without reading through entire notes.

‍Improved Prioritization: Focus on high-priority tasks and follow-ups based on the outlook of customer relationships.

‍Enhanced Decision-Making: Use data from outlook tags to make informed decisions about managing customer relationships.

‍Streamlined Workflow: Integrate outlook tags into your daily workflow to ensure that all interactions are managed effectively.

By mastering the use of outlook tags in MidiCRM, you can enhance your ability to manage customer relationships, prioritize follow-ups, and improve overall efficiency in handling customer interactions. Start using outlook tags today to take control of your customer management processes and achieve better outcomes.