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3 Tips for Getting Tasks Done with your CRM

“The computer does the work and the user does the thinking.” Alan Cooper 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 […]

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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 […]

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How to Use Opportunities to Grow Sales

Increase Repeat Business 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 […]

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Tips on Working with Tags for Productivity

Contact management can be an overwhelming task even with a CRM as a tool. Tags were a feature added early on in the development of HaystackCRM  to segment data and increase productivity.  As a sales person or a business owner, you need to separate your customer information in a way that is memorable and actionable. […]

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Engage Your Customers with a Mobile CRM

HaystackCRM started with small business owners in mind when developing a Customer Relationship Manager (CRM) to give a full-featured mobile CRM at an affordable price. Your customer base can be large or small, but ideally every business owner strives for loyal customers. Each customer expects to feel important when they choose to do business with […]

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