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 […]

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 […]