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 …

3 Tips for Getting Tasks Done with your CRM

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 meetings in HaystackCRM, the more substantial engagements of your customer relationships. Add Tasks …

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 …