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Sales Teams Map Their Customers

For sales teams or an individual salesperson, finding a Customer Relationship Management (CRM) that incorporates mapping customers has been a challenge.  But with HaystackCRM, sales professionals out in the field can utilize a mobile CRM and benefit from mapping features. A mobile CRM with maps linked to their customer database provides an improved tool for […]

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Free CRM with a Calendar

In a short time, customer relationship management (CRM) has gone from overly complicated for enterprise companies to much simpler systems available to businesses of every size. HaystackCRM offers a free CRM with a calendar included to simplify your business processes and communications. Every company can benefit from organizing contact information, automating tasks and centralizing sales […]

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Sales Team Management with Tags in a CRM

Sales teams have a lot of information to remember. They have to navigate multiple different segments of buyers, decision makers and end users as part of the sales process. Breaking down your customers into smaller groups is a tactic that helps determine the best targets and message. Tags are a feature that enables you to […]

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Save Time on Quotes in HaystackCRM

For our customers, completely managing the sales process in a CRM, especially in a mobile CRM was key. With the HaystackCRM feature of Quotes, create a sales quote directly from an Opportunity and share with your customer. Every small business, entrepreneur and sales team has access to Quotes because HaystackCRM provides the tool at all […]

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Selecting a CRM that is Right for your Team

What is a CRM? At the most basic level, a CRM is a collection and analysis of customer data. The goal of a CRM is to help business owners manage their interactions with companies. To help small business owners achieve this, HaystackCRM was built as a CRM for salespeople focused on contacts and companies. When […]

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Driving your Sales with Mapping in a Mobile CRM

Connecting with your customers is a large part of sales teams’ daily activities, not to only sell a product or service but to meet customers where they are and listen to their needs. In particular, sales representatives have not been tied to a desk. Instead, they physically meet with customers and clients at appointments, networking […]

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3 Tips for Getting Tasks Done with your CRM

“The computer does the work and the user does the thinking.” Alan Cooper In HasytackCRM, Tasks are short to-do items that can be checked off when completed. Decide if you use Tasks for those undertakings that are quick responsibilities or engagements that are part of your workflow. Events are designed to be appointments, conferences and […]

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Drive your Customer Relationships with Events

HaystackCRM has multiple features to improve your company’s relationships with customers. Events are the appointments, conferences, and customer interactions that drive those relationships. Most salespeople and business owners check their calendars multiple times to remind themselves of the appointments and calls. Because these customer interactions are so important to your business, HaystackCRM displays upcoming Events […]

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How to Use Opportunities to Grow Sales

Increase Repeat Business With one closed opportunity, you don’t want your customer relationship to end. More opportunities grow sales. Keep that relationship viable and stay on a journey with your customer. For optimal sales management,  HaystackCRM lets you create as many opportunities with a customer as you need. Reach out to an existing customer after […]

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Tips on Working with Tags for Productivity

Contact management can be an overwhelming task even with a CRM as a tool. Tags were a feature added early on in the development of HaystackCRM  to segment data and increase productivity.  As a sales person or a business owner, you need to separate your customer information in a way that is memorable and actionable. […]

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