Selecting a CRM that is Right for your Team

What is a CRM?

At the most basic level, a CRM is a collection and analysis of customer data. The goal of a CRM is to help business owners manage their interactions with companies. To help small business owners achieve this, HaystackCRM was built as a CRM for salespeople focused on contacts and companies. When selecting a CRM that is right for your team, consider how your team will use the tool to get to know your customers.

If you are a small business owner, you may have searched for a CRM and been dismayed by the options. Most CRMs were built for enterprise companies for use by multiple levels of sales managers. Enterprise CRMs can be heavy on reporting, with confusing metrics and long implementations by a consulting team. These features and requirements balloon costs for small business owners. At HaystackCRCM, we had a mission to build a simple CRM, primarily as a mobile CRM for small business owners to use anywhere.

Know Your Team’s Needs

Choose a CRM that is the right size for your business. Keep in mind sales people want a tool that helps them stay organized and on top of their day-to-day tasks. If a CRM is mostly a platform that requires input to generate data for the next best sales report, then a company will see a low adoption rate of the software. 

Talk with your sales team before selecting a CRM for input on their needs. If you are hearing there isn’t enough time in the day, then your team desperately needs a CRM or you have been using a too complicated CRM. Get to know how they spend their time on daily tasks-responding to emails, attending meetings, or prospecting. Without technology to streamline customer acquisition and retention, the hours build up. HaystackCRM allows a salesperson to reduce the amount of time spent on the mundane.

Choose a CRM for Results

Sales teams and small business owners will use a CRM when they see results. Since HaystackCRM sets up your pipeline to focus time on the customers that are most important, closed opportunities happen faster.  Make the call to the hot opportunity, follow up on the budget for the next project and answer questions about the timeline for delivery. Those hot opportunities require urgent attention. 

But a new, warm prospect is not lost as a needle in a haystack. Add someone that you had a chance meeting with to your mobile CRM. Bring new prospects to the forefront by adding an opportunity. After those quick steps, move on to nurture a new opportunity with reminders to follow up on the conversation about your company’s capabilities. 

In summary, selecting a CRM for your team is based on what works best for getting to know your customers. Find a CRM for simple, organized contact information so your small business can focus on sales management. Prioritize your teams needs for selecting a CRM and research the best fit.

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 events or trade shows. To make planning and getting to those events easier, HaystackCRM maps your customers’ locations. Mapping in a mobile CRM are based on addresses automatically.

Finding your Customers with Maps

In the single view of a customer or a company, the map displays the location. After that, access directions with one click or tap on the desktop or mobile app. However you choose to travel for an on-site visit, you can plan for the travel time from HaystackCRM.

The feature in HaystackCRM called “Who’s Near Me?” becomes a sales call planner that saves time and effort. Determine what customers are near your current location with the feature. Add those identified customers in your area to your list of sales call appointments. As a result, you have a convenient plan of action. Meeting a customer can mean the difference between closing deals or losing the opportunity. Using HaystackCRM requires less time planning meetings and more time face-to-face with customers.

Mobile CRM Sales Tools

Almost every small business owner spends time outside the office, becoming a sales team of one. Many industries require an owner or sales person to go to the customer. Why not choose CRM tools that are as mobile as your business? HaystackCRM gives access to geolocation for every customer via the CRM app. Combining mapping with mobile apps, our customer relationship software gives freedom to line up deals from the road. Field representatives value this sales tool that saves money, time, and paperwork.

Take prospecting to the next level by locating prospective customers on the fly with the mapping feature in HaystackCRM. Because you can see a list of businesses in a category, you can find potential leads that match your business goals. Prospecting for new customers is less homework when you can add quickly to your CRM.

HaystackCRM has the best of the capabilities of enterprise CRMs, but for small businesses on tighter budgets. Mapping features are available on mobile CRM and web CRM so you can locate your current and new customers. HaystackCRM is a mobile CRM instrumental in increasing the efficiency of your everyday activities while keeping sales people connected with customers.

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 to help manage your workload. Quickly, getting Tasks done allows for more time on activity spent with customers and ultimately, generating sales.

1. Tackle Tasks Weekly

Set aside time every week to manage your assigned Tasks. If you take a short time to tackle your tasks without distractions, you are likely to accomplish more of them. Small business owners do not always have large teams to get their business duties done and the demands on their time is high. HaystackCRM provides an efficient CRM tool for small business.

Open HaystackCRM for reminders of Tasks that you have to do. The dashboard in HaystackCRM has a list of these to-do items, whether you are looking at your mobile CRM or web CRM. Only uncompleted Tasks show on the Dashboard because these are the ones that need action. As a result of having access on your mobile CRM, accomplish Tasks with less interruption to your customer interactions.

Tasks have their own screen on the main menu too. View the entire list from selecting View from the web Dashboard or select Tasks from the main navigation menu. Once completed, check the box. That Task moves to the Completed list. Completed Tasks can be viewed from a tab in this Task screen to keep you informed of the prior assignments you or your team have accomplished.

2. Add Dates to a Task

Keep in mind you can view Tasks on the Calendar if you add a date when creating. If you prefer a deadline for completing a Task, add a date to mark the Task in the all- day section of your Calendar. View Tasks on your Calendar as another reminder of your scheduled responsibilities.

After you create a Task, chooe the option of adding an alert. The default setting for alerts is off. Add Alert initiates a push notification 10 minutes prior to the date you selected. Quickly edit the type of alert on your mobile CRM with options of email or push notifications. HaystackCRM keeps you up-to-date on your workload in the most convenient ways.

3. Add Tasks for a Routine Workflow

HaystackCRM was designed as a tool for small business owners and smaller sales teams to track their sales pipeline. Routine tasks for each new sales prospect may be a part of your business process. Create a Task for each of these steps. Associate a Task with a Contact or Opportunity so you have the information at hand to speak with knowledge and authority to your prospective customers. With access to all this information on a mobile CRM, you will have more opportunities to complete tasks.

As you or a sales team member proceed through the stages of the sales cycle, the list of Tasks to be completed can be seen for each Contact. Established best practices that work for your sales process can be followed by creating custom tasks. Do you email a prospect and then cold call to introduce your company? Then, add a Task to email or call and associate with the Contact. On any Contact, Company, Opportunity or Event listing, access a tab for Tasks and view what needs to be done.

Certainly, creating and completing Tasks in HaystackCRM is an opportunity to streamline your sales efforts. Follow all these tips to get the most out of HaystackCRM as your CRM tool for small business and sales management.