Custom Tags in SalesGRID

In SalesGRID, you can tag a content card with a custom tag. A custom tag provides an additional layer to the way you can search on and categorise content.

For example, you might create a card titled “Demo video for ACME Corp and in the description “15 minute demo for ACME showcasing our integration capabilities”. In the custom tags you could use “Product Demo” and “ETL”. Likewise, any content that is related to product demos could be tagged this way. Likewise, any content that is related to the world of “ETL” can be categorised ETL.

Custom tags provide a standard way of categorising content outside of the sates and steps in your Playbook.

Best practices for using Custom Tags

Custom tags should support content search and content curation

1) Content Search

For example, custom tags for general categories of content such as “Demo”, “Training” , “Marketing Assets” etc

This allows the user to peruse a category. It also prompts a user on the types of content that are available … eg “Demo Vignettes” prompts me to be looking into the short demo videos that are available. These might be helpful to match a use case I need to cover with a customer.

2) Content Curation & Development

Likewise, the custom tags prompt you to look at tags that may not be useful but more importantly, for custom tags that should have more content. For example if “Competition’ has only one content card – this calls out an area for development. There surely has to be at least one chunky piece of competitor intel in a sales meeting per week. Work with the sales team to develop a habit of capturing useful competitor intel in a content card and tagging it in SalesGRID. Over the course of the year – you’ll develop a powerful library of competitor intel that can be drawn on during deal cycles. 

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