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 on the main dashboard automatically. A mobile CRM like HaystackCRM gives you access to Events when you check your phone or tablet. Knowing schedules in real time is essential for sales teams.

Establish Cadence in your CRM

With HaystackCRM, you can use the software to guide the cadence of your customer meetings. Set up your own business process in HaystackCRM by creating phone calls or customer meetings as Events on your calendar at 1 weekly intervals or whatever interval you have established to nurture your customer relationship. By setting these Events in your HaystackCRM calendar, you will be able to keep tabs on your new and existing customers. Not only are the Events on your calendars, but Alerts can be set. Alerts remind you of upcoming appointments by email or push notifications. You decide if Alerts are necessary for you to remember an Event.

A CRM can not fully automate your customer relationship management, but you can set up some features to help move sales forward. Set up an Event with an automatic reminder email for say two weeks prior to closing dates asking customers to schedule an in-person meeting. Then sales teams may see an increase in the number of meetings on their calendars. This gives you more face time. Customers are happier when you take the time to listen to their needs and goals.

Tracking Events builds Customer Relationship

If you are moving to HaystackCRM from spreadsheets, you know one of the drawbacks of using spreadsheets to store your contacts and companies is no mechanism for creating an appointment with them. A spreadsheet can store lots of information, addresses and phone numbers, but not in an interactive way. This can lead to forgetting to follow up with new and old customers. HaystackCRM is the platform to track all your customer associated Events and drive long-lasting customer relationships.

Take advantage of mobile technology with a truly mobile CRM like HaystackCRM to improve the customer experience at each point throughout the prospect-to-customer journey. By putting clients at the center of your business model, you are able to differentiate your small business on the road to success.

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 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.

Grow Sales with New Opportunities

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.

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. This is one of the key reasons that HaystackCRM does not follow the model of a spreadsheet in presenting your customer’s account to you. Your productivity increases with Tags as visual cues. Visually following a single line of different information along a screen of lines doesn’t help you successfully interact with your customer. Tags are located on the Contact or Company listing at the top of the listing in a background of hard-to-miss orange.

Contact Management with Tags

Start using Tags when you need to separate your data records by categories or groups. Tags allow a further way to organize your customer database. Tags can be customized to say anything that you need, from a label of an industry segment, a priority level or another way you have of identifying a Contact or Company. You create your own Tag and you can create multiple ones. By giving you the ability to customize the Tag, you set the pattern for organizing in your own way. HaystackCRM is customer management and pipeline management that is specific to your way of managing small business.

Tags are one of the ways to create a hierarchy in HaystackCRM so you can have a system of priorities. As mentioned before, Tags are located on the upper right highlighted in orange so you have a visual cue to establish the importance of the information. You will be able to process this visual cue quickly and efficiently. Maybe you don’t always read the information that you put into a Tag, but you will recognize the Tag as important information. HaystackCRM gives you a platform to view your customer information in manageable pieces. 

Whether you’re tapping or clicking or swiping, you can see the key identifiers of your customer and dig deeper when you need to. Distilling information into a Tag makes the Tag actionable. You have ready insight into a Contact’s level of interest, preferences or role to take into account for your next step.

Use Tags to Group in your CRM

So far, we have highlighted how you are using Tags with a Contact or Company. Tags can be assigned to other record types other than a Contact or Company. You can add a Tag to an Opportunity, an Event or a Task, all the main record types in HaystackCRM. Apply the same Tag to segment your Opportunities by industry, by location, or however you categorize your records.

Search your Tags to locate the groups with the same designation. Maybe you have recognized a trend or you want to notify a group to move your customer relationship along. Then search HaystackCRM for a Tag across records groups. Tags are an effective way to find what you need and combine different items into ongoing projects.

Tags follow the same principles of HaystackCRM utilizes to provide information that is a manageable. One of the biggest complaints of traditional CRMs are being overwhelmed with meaningless detail. When you set the details, they have meaning to you and your business. Manage your customers relationships from leads to closed opportunities. With Tags, you have more ways of being successful with HaystackCRM.