What are Properties in 3RM?
You can use properties in 3RM to add context to your conversations, such as status or head contact. You can filter your 3RM point of view based on properties, as well, making it quick and easy to find relevant contacts and conversations. 3RM understands that conversations (and the people who have them!) are not one size fits all, so you are not limited to the amount of values within a property. Filtering your inbox based on these values not only expedites the process of uncovering insights and surfacing the right contacts, but also enriches your dataset through the act of tagging.
Some properties within 3RM allow for multiple inputs, like the Category property. You can use as many or as few values as you need to make your 3RM usage more efficient. You can also type directly into the Category box to add extra, custom values. Properties enable you to create complex queries on your data; the more properties you add and flesh out your data, the more interesting the queries you can make. By experimenting with the values that matter to your pipeline, you can extract valuable intelligence from your conversations with 3RM.
What are the existing properties?
You can select the most relevant properties that you want to see in your 3RM dashboard by clicking on the + button on top right of the table, and remove them by clicking on the header of the property columns (Hide column). Changing these properties will reflect on all of your dashboards!
Currently, 3RM supports the following main properties:
Status: The status of a contact.
Owner: Who from your organization is POC.
Categories: A catch all bucket to describe the contact.
Org Name: What organization a contact belongs to.
Willingness to pay: How likely an organization is to pay for your service.
Current sales stack: What a business currently uses for CRM.
Success KPI: What goals matter to this user/organization?
Problems: What does this user/organization struggle with?
Blockers: What is keeping this user/organization from succeeding with your product?
Integrations needed: What other 3rd party applications does this user/org need?
Channel: Where this contact can be found.
User Status: The status of a user.
Lead Status: The status of a lead.
Deal Status: The status of a deal.
Investment Status: The status of an investment.
Partner Status: The status of a partnership.
Contributors: Who on your team is involved besides the contact Owner?
Importance: How much does a conversation matter?
Priority: What level of importance does a conversation have?
Interest Level: What stage of the sales funnel is a user/org at?
Lead Type: What kind of lead are they? MQL? SQL?
Source: Where a contact came from
Blockchains: Relevant blockchain technology to a contact.
Ecosystems: Relevant ecosystem technology to a contact.
Verticals: What kind of business is a contact in?
Goals: What are the user/org’s main goals?
Pain Points: What are the user/org’s biggest issues?
Feature Requests: What kind of features does a user/org ask for?
Next Steps: What is next for a contact?
Categorizing filters inside of 3RM
Properties are the backbone of filtering within your 3RM dashboard. The various properties that you use create the filters that are applicable to your inbox. You can also use multiple filters to create Smart Lists, or easily viewed, pre-filtered lists of contacts. These Smart Lists can help you create digestible action plans for your daily outreach.
How to use properties for specific use cases?
There’s a lot of reasons someone might want to filter their conversations. For example, let’s take a salesperson for a dApp company conducting Telegram communications. This user may want to filter conversation data in 3RM to tailor their outreach approach effectively.
For instance, they might filter based on the "Categories" filter to target specific types of organizations, such as enterprises or small businesses, and "Willingness to pay" to prioritize contacts likely to convert. These filters help to enable this user to focus their efforts on prospects most aligned with the dApp org’s business goals, improving the efficiency and effectiveness of their outreach strategy.
Alternatively, they could filter based on priority to focus on high-value conversations or by verticals to tailor their messaging to specific industries. With fully customizable properties, 3RM helps your team streamline outreach efforts by enabling time and resource allocation where they are most likely to yield positive results.
Best practices for using existing properties
The best way to use your properties will vary from user to user, but we have some baseline tips. By creating relevant Smart Lists, you can stay on top of your Telegram inbox more effectively. You can use properties to filter your view and create saved workspaces that represent parts of your funnel that matter to you. Some possible Smart Lists you could create:
Track High-Value Conversations: Use filters like “Demo Booked” or “Qualified” to create a “High Priority” smart list to monitor deal finalization.
Risk for Churn: Stay on top of chats that are going stale by filtering based on “Last Message” set to a custom date range.
Geographic or Event Targeting: Organize your connections based on location or event using the “Location” value within the “Categories” property!
Ownership: Track responsibility by filtering on “Owner”, giving you the ability to see all the chats you or another teammate own!
How do I add more properties?
In the immediate term, you now have access to a broader range of properties to choose from, including custom ones. This enables you to tailor your properties and values to your individual needs. Moreover, you can now hide or rename properties and view your properties in pipeline view, providing you with additional ways to analyze your data effectively.