Managing Tasks in your CRM

The most common activity in HaystackCRM is completing a Task. Daily tasks make up a large portion of the sales and marketing process. Great salespeople know they need tools to help remember all the different responsibilities associated with a sale. Managing tasks in HaystackCRM is made easier by having uncompleted Tasks at the top of your dashboard. Keep on top of tasks with checking your HaystackCRM dashboard daily. Getting Tasks done quickly allows for more time spent with customers building relationships and ultimately generating sales.

Tasks as part of your Workflow

Customize your workflow by naming the Task as a step in your business process. Because HaystackCRM is a CRM built for sales people in mind, you can add a task quickly in mobile or in the web CRM. Watch this one minute video of as an example of how quickly you can add at Task on the iPhone app. When you have an understanding of what you are doing, you run your business more effectively. HaystackCRM gives you greater efficiency in managing your tasks in your CRM and fully managing your sales pipeline.

Automatically associate a Task with an Opportunity by adding from the open Opportunity screen. For a streamlined approach to managing your sales pipeline, any task that routinely needs to be completed can be added when creating the Opportunity. Check off Tasks as the Opportunity moves through the stages. Move an Opportunity from a lead to quoted to won. If you aren’t successful in winning an Opportunity, you can check to see if all tasks were completed during the process. Determine if missing a closed sale depended on completing certain tasks.

Manage Tasks on your Calendar

As described in prior blog, adding a date to a Task places the task on your Calendar. Set a due date for the task to keep on schedule for running your business. If your small business has a team account, assign a task to another team member. An email will automatically be sent to the assignee so they know they have a new Task. The assigned Task also shows on their dashboard.

Remind yourself about an outstanding Task by adding an alert. The default setting for an alert is off. However, easily change to a push notification or an email depending on your preferred method. Personalize how you use HaystackCRM with reminders for your outstanding calendar items.

Keep on Task with a CRM

HaystackCRM not only keeps the team working together, focused on the same Opportunities and customers, but also enables proactively dealing with any issues. Create a Task when learning of an important issue and manage Tasks in your CRM. Because HaystackCRM is a mobile CRM, you can act in the moment to address the challenge or notify another team member to do so. HaystackCRM is designed for streamlining the sales process, every step of the way.

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 sense, the feature set is a classic CRM. Manage customer contact information and your sales pipeline. With a platform change to mobile, business owners can expect access to their CRM anytime and anywhere.

Choose Mobile CRM for Access

HaystackCRM gives enterprise level software to small businesses. As mentioned, your small business has access to a CRM when you need it. A salesperson can check notes in the mobile CRM before going into a meeting. A consultant can determine if previous objections were addressed in other communications. A small business owner can gather customer information and start the interaction with them on the spot. Give your business the tools to prepare employees for real situations. This increases the likelihood of a better customer relationship. HaystackCRM gives you the tools to understand your customers better, at the right time with the right information.

Choose for Productivity

By having a team use a mobile CRM, your business will be able to increase productivity.  Most people use their phone as a business tool. Give them a CRM where they are spending their time and interaction with the CRM will increase. Adoption and continued use of a CRM is problematic if team members are forced to input information as homework.

Using HaystackCRM as a web CRM is part of your account. If you are more apt to use your CRM on desktop, you have that option. Use both platforms. All your information is in the cloud and up to date. When using the web CRM, the updated, interactive layout of HaystackCRM won’t go unnoticed.  

Get Moving with a CRM

Other companies have recognized the need for mobile app development. In a recent article on Medium, another software company noted the increase in mobile CRM usage. “With mobile device usage continuing to grow, it’s only natural that the number of CRM users that access their system on smartphones and tablets will continue to grow as well.”

HaystackCRM goes beyond the goals of a CRM with mobile to increase sales performance, productivity and work capacity of a team. With availability to the entire team and ease of use with an app, small businesses see impact of the sales process. Reach out to our team to see how you can get started today.  

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 to the system and follow through easily with mobile CRM features. After you add an Opportunity, you can complete the whole sales process with HaystackCRM.

Built for Small Business

Small business owners are limited in budget for software expenditures and in time spent adopting a new technology tool. HaystackCRM hits the mark as a small business CRM. A forever free option for single users is feature rich and includes use of all platforms. Create an Opportunity on your iOS device in the HaystackCRM app. By adding an Opportunity in the moment, you save time and effort catching up later. No other mobile CRM gives you with the quoting process as a free feature.

In addition to a favorable price point, HaystackCRM provides a strong alternative to the enterprise software with a quick and easy adoption rate. Deploy HaystackCRM as a web and mobile CRM. The mobile CRM increases the frequency of interactions with an all-in-one sales pipeline. Take advantage of connecting with your customer from your most used business tool, your phone. On the mobile apps, HaystackCRM is a CRM your team will use repeatedly and enjoy using.

Share Opportunity with your Team

If you are managing a sales team, then you can see team members’ status of an Opportunity and associated Quotes. With Quotes as an included feature with any HaystackCRM account, the final step of closing the deal is part of the CRM. The sales Quote is stored with the Opportunity, creating a trail of activity. Save time on communicating these details to everyone. A unified view of customer journeys lead to successful customer relationships. More reasons to adopt a simple CRM for your small business needs. Find out how easy it is to create an Opportunity or Quote by watching a video on our Support.