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ERP Terms for Beginners
Confused by acronyms and jargon? Explore our one-stop glossary to quickly master core ERP terms—no tech background needed.
Glossary
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Customer Tag

Customer Tag

Why use customer tags?

Customer data changes over time. Tags make it easy to adapt without redesigning your database or CRM.

Customer tags help teams:

- Segment customers quickly: Filter customers by behavior, status, or priority.

- Stay flexible: Add or remove tags without changing existing fields.

- Improve internal communication: Let sales, support, and marketing see key context at a glance.

- Support decision-making: Identify patterns such as high-value customers or frequent support cases.

Customer tags vs fixed customer fields

Fixed fields work well when data must be standardized, such as country or customer ID. Tags are better when classification needs to evolve.

- Fixed fields: One value, predefined, harder to change.

- Stay flexible: Add or remove tags without changing existing fields.

Most CRM systems use both, with tags handling anything that may change frequently or overlap.

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