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Why Choose a Mobile CRM?

Customer Relationship Management (CRM) solutions allow businesses to organize their customer interactions. If you have been investigating a CRM solution, you recognize the need for technology to help your business in this way. Not all systems provide a mobile CRM though. HaystackCRM started with a mobile CRM instead of a traditional CRM. In a broad […]

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Organize Customers by Tagging in a CRM

Organizing data in your CRM does not have to be an overwhelming task. Turn grouping your contacts and accounts into child’s play by adding a Tag in HaystackCRM. Segmenting your CRM to the way you recall helps you use the tool to its full potential. When it comes to looking for the best CRM for […]

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Kick off a Sales Opportunity in your CRM

A Customer Relationship Manager (CRM) grows revenue for businesses with management of the sales pipeline. More than housing the customer database, adding a sales opportunity to a CRM increases possible revenue. With HaystackCRM, kick off a sales pipeline with a customer by creating a new Opportunity. Meet your sales goals by adding multiple new opportunities […]

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Choose a CRM for Ease of Use

For small business owners, choosing a Customer Relationship Management (CRM) is driven by a limited budget and saving time. If you prioritize the user experience when evaluating a CRM, you will find one that your team will adopt more quickly and easily. HaystackCRM is designed for a small business to start working with the CRM […]

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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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