Tagging in your CRM

Generally, the capabilities of a Customer Relationship Management (CRM) system can be divided into customer, sales and marketing management. All of these areas of business management are combined in the platform HaystackCRM to give you tools for boosting sales. One of those tools is Tags. Tags are custom labels for a contact, company or other record. To improve communications and marketing goals, let’s examine tagging information in your CRM.

Identify a Contact with Tags

As mentioned, a contact or a company can be tagged in HaystackCRM with a custom label. To organize all of your data, apply Tags in the same way across the platform. Centralized data eases the burden of looking for details about a customer. Organized further with Tags, locating contact details in the database is easier. Search for any Tag to find the needle in the haystack.

Improve Customer Communication

Many small businesses try to get by with spreadsheets. Move to HaystackCRM to get every one using the same database. Appointments, emails, calls, tasks and other actions are all in the system. Add Tags to personalize your CRM to your small business and your style of communication.

Instead of a bland database of everyone who works with your company like customers, vendors, or prospects, personalize their entry with a Tag. Try tagging as a VIP to notify all of your team of important customers. Want to know everyone who attended a particular conference? Add a Tag for the conference to each attendee. Then you’ll know the background when reaching out later. Customers enjoy doing business with sales and marketing teams that are knowledgeable about their account.

Segment with Tagging

Working with Tags, create different segments of your customer database to market or sell to. Use these segments to target email marketing campaigns. For more marketing opportunities, HaystackCRM includes links to social media channels in the customer details. Single out a customer for renewing a relationship with a tag after discovery of a trigger on social media.

As an exceptional tool for contact management, Tags provide actionable information for your business. Keep your customers and your sales team happy together with a CRM that provides a wealth of information. And don’t miss out on those opportunities for growth.

A Friendly CRM for Small Business

It’s no secret that the dominant CRM providers in the market are designed for enterprise customers. Complicated and overblown technology can be daunting for a smaller organizations. In contrast, HaystackCRM focuses on providing sales support to small business and smaller sales teams with a simple, friendly CRM.  What makes HaystackCRM a friendly CRM? A CRM that is priced for budgets of small business owners and covers all the features you need in a CRM. As a mobile first CRM, core functions like contact, lead and pipeline management are accessible from any device.

Tap into customer data from wherever your job takes you with native mobile applications. Developed as a cloud-based CRM, and hosted on the Amazon Web Services (AWS) platform, HaystackCRM provides up-to-date information across the system. Manage your sales process on mobile apps and improve the experience of working with your company for your customers.

Works Well with Others

HaystackCRM works well with other applications that you may be using already as small business tools. If you send emails from Office 365 or Google mail, HaystackCRM has a seamless integration with those email clients and others. Take a few steps to add your email address and the emails you send or receive can be read in the system. Since the emails are associated with your customer or account, locate pertinent information quickly. You only need to integrate your email account once, instead of the hassle of remembering to add a bcc email address for every email.

Share valuable customer insights with other team members. Most likely, your small business team works together frequently. Keep everybody informed of customer interactions, with shared notes and email conversations in the customer listing. A quote needing negotiation can be shared with your customer via email, text or other integrated applications like Dropbox. Structure teams in HaystackCRM with different levels of visibility if needed.

Friendly Pricing

Want to test HaystackCRM before committing? No problem. We have a free single user account that has all the features you need to determine if this easy-to-use CRM is a good fit. If you want to try with your team, we have a trial with all features available as well. Have questions for our support team about getting started? We are happy to talk to you, complete with friendly Southern accents, to support your experience of HaystackCRM.

Map your Sales Call

Meeting customers in person continues to be an avenue for building customer relationships for all small businesses. When you plan to reach out to your existing customers in person, conveniently map your sales call from HaystackCRM. Key to finding customers easily, mapping every customer address is a benefit of an easy to use CRM.  With a mobile CRM and mapping, you have the sales tools to make that meeting count.

Reach Out to your Customers

Small businesses know their customers at a more personal level than with larger companies. To keep nurturing those relationships, meet with customers face-to-face, even more important in this digital age. Use the sales tools in HaystackCRM to map your meeting location as you plan in-person meetings. All your customer data is mapped automatically. A mobile CRM with customer mapping ensures that you have the information you need.

To stay informed, sales professionals need more sales tools. Access prior buying history and negotiated quotes in the same CRM app. Dictate notes on the meeting afterward. Be prepared for your next sales call and make informed decisions with HaystackCRM.

A CRM that Finds New Customers

Mapping customers that are near your selected customer is a feature named “Who’s Nearby”. This aspect of the mapping tools makes visiting more customers in a territory easier by automatically pinpointing on a map. If you have a sales goal of identifying new leads in a territory, try the similar “Who’s Near Me” feature in HaystackCRM. Select an industry segment to search and a list of prospects is mapped for you. Add the best leads to HaystackCRM that match your business audience. Use this tool on the mobile CRM to maximize your time out of the office. More deals on the go are possible when you know where to go next.

Attending a networking event is another frequent occurrence for small business owners. Take advantage of generating high quality sales leads for your B2B company by entering your leads in a mobile CRM immediately after the networking event. Such business events are likely part of your business growth, so make the most of the encounter by including new prospects in your CRM. 

HaystackCRM is designed for streamlining the sales process, especially for teams with field sales professionals. Small businesses who utilize mobile apps or web-based applications can find their way with HaystackCRM. There is no downside to this powerful CRM because the free plan has the same functionality for mapping your customers.