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 the sale is closed to increase the likelihood for more sales with a known customer. With HaystackCRM, helpful background information from past Opportunities are stored along with the Company or Contact. Find these insights into a customer’s journey in the mobile CRM and desktop. Strengthen your sales process by knowing the factors that led to the customer choosing you.
Most importantly, retaining a customer and building the relationship continues to add to the customer lifetime value. It’s more expensive to acquire new users than retain existing, profitable ones. Marketing to thousands of potential customers can be costly and overwhelming. Follow-up with current customers to ensure their satisfaction and potential need for a new order is an avenue for new sales. Easily keep your sales pipeline full with time spent selling to and keeping ideal customers.
Once you have determined a lead, create a new Opportunity with a Company or Contact. Quickly add to your sales pipeline while using the mobile CRM app of HaystackCRM. Immediately establish your own estimate of the customers’ level of interest by gauging as hot, warm or cold. Decide if a prospect is a hot opportunity by assessing their needs, their budget and their ability to be a key decision maker. Time spent pursuing low quality prospects is time spent away from following up with hot leads. In HaystackCRM, you can sort your leads by hot, warm or cold to prioritize your time.
Stage your Opportunity as a lead, qualified, quoted, or negotiation all the way to won or lost. If you identify a key action for each stage of the sales pipeline, sales move forward to sales won. Don’t lose sight of consistent follow up with an Opportunity. Because in HaystackCRM, an Opportunity has a status of Open if you are actively nurturing a sale. And then you do what you do best, which is interacting with the customer and listening to their needs.
When your customer is ready for the next step, Quoting within HaystackCRM is available. Succeeding at this crucial step gives the customer confidence in your business process. Revise Quotes to include discounts for line items or the entire quote. Often in small business relationships, customers expect flexibility on your part and revisions may be expected. HaystackCRM is a flexible platform tailored to your small business needs and processes.
HaystackCRM provides you the technology to improve your customer experience throughout their journey from prospect to customer, and the tools to create a long-lasting customer relationship.