A spotlight on Lead Motivations, Interests and Tags

Hey everyone,

I wanted to share a quick spotlight from our latest blog post on REW CRM. This one focuses primarily on three new features to help guide you in understanding your leads better: Lead Motivations, Interests and Tags.

I’m sure some of you have some experience with these tools so far, but if you haven’t - what’s new?

  • Lead Motivations - dive into the ‘why’ behind a lead’s decision to buy or sell. Understanding their core motivations can significantly enhance your interactions.
  • Lead Interests - Get a glimpse into their personal life - hobbies, lifestyle choices, etc. This adds a personal touch to your conversations, making them more engaging and meaningful.
  • Lead Tags - Quick, broad categorization of your leads. It’s the hashtag of REW CRM.

Fundamentally these features are giving you more data, but it can also lead to better connections, understanding, and engagement. They make documenting and sharing information effortless, enhancing both client relationships and team collaboration.

For those of you who’ve tried using these features, do you have any tips or insights you’d like to share? Let’s start a conversation.

For me, keeping the numbers of tags to a limited amount makes a huge difference in keeping everyone organized.

Looking forward to your thoughts and questions.

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These are great! But can there be a way to toggle them being open by default to always see them on a profile and cut down on mouse clicks each time you go into the next lead?

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great suggestion Garrett! We’re redesigning the lead details page, and phase 2 of that redesign is drag-and-drop organization or elements on mobile, we can certainly explore a 'default state" (open or closed) in addition to the drag and drop - @Rebecca can you capture this? Happy to clarify

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Digging all the new features!

What is the practical use of a tag vs a group?

They seem to effectively do the same thing from my use so far.

Thanks,

Great question!

There are a couple of things that differentiate these items:

#1: We built this part inspired by Mailchimp and they have multiple ways to segment data. What it does is allow you to keep a few different lists so that you don’t just have one huge list of groups or tags. You can then cross reference and get very specific with your campaigns:

We teach that:

“Groups” are the big buckets and don’t really change often (such as a “buyers” group or a sellers group)

“Tags” can and should change often: Example a tag might be “no pre-approved” and then get changed to “pre-approved” (so you need to “groom” your tags more often - imagine you want to see a smart list of "show me all of my “buyers” who are “not yet pre-approved” so you can action them, create a campaign etc.

“Interests” are more lifestyle based categories (golf, sailing, pickleball) etc

"Show me all my “Buyers” who are also “pre-approved” that love “sailing”. - Click apply, click blast email :slight_smile:

Now as for segmentation

#2: We code against these differently (currently only against groups but may change in the future)

For instance “groups” is how you create campaigns and “forms” automatically can create groups (There is programmatic behavior behind groups).

In the future, we may decide to take “interests” of leads in the backend and create a front end search for “lifestyle” - imagine tagging specific neighborhoods with popular lifestyle or “interest” related terms (like Golf, or Equestrian" and creating a whole new way to search neighborhoods, or properties based on it?

It’s that kind of thing that we can do if we segment data.

Hope that makes sense

But for me… it’s mostly to help be a bit more organized and not have one giant long list :slight_smile: (think folders on your desktop)