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Salesforce tags the best productivity tool for CRM

By Sudeep on 7/19/2017

Microsoft Dynamics CRM for all its innovation and bells and whistles, seems to have completely forgotten about the humble 'tag'. It isn't something that is a new phenomenon , 'tags' have been around for ages. Anybody who has either done blogging or searched for articles has used the power of tags to categorize articles.

Salesforce on the other hand has made the 'tag' our best friend. This little innovation makes working in Salesforce CRM a pleasure, specifically for people who hate to search for records through a maze of menus and submenus. In this particular blog post we will be looking at how to use Salesforce tags to increase your productivity. You can add tags on any record for any entity(Object) be it Custom or Standard. We have created a simple video to illustrate the power of tags attached below. Let us know if you liked our presentation or would like us to help you in any way with Salesforce, Dynamics CRM, SharePoint etc.

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