[Meet the Team] Squirrelly the dog

We are taking a break from new features this week. Instead, we want to share about a very special member of the Xtern Software team — Squirrelly the dog. 

As our Office Manager, Head of Security, and Chief Sunbather, Squirrelly takes her multiple roles very seriously! Squirrelly arrives promptly at work every morning at 8:30 am. She departs at 5:30 pm, and enjoys a regular lunchtime walk in the Greensboro Arboretum

Though her mom keeps her on a pretty strict diet, Squirrelly is adept at charming the rest of the Xtern Software team into extra treats! She generally holds court in the office hallway or in the sunny spot in the conference room. 

At times, Squirrelly is joined by other furry pals — Lucy, Gus, and Louie the puppy. But Squirrelly definitely has dibs on the space. The other dogs must abide by her rules and standards if they wish to spend the day at the office. 

The fact that Squirrelly is so welcomed at the office underscores some other points about our office culture. We are a friendly bunch of folks, happy to share snacks, and always up for a walk in the park 🙂 

We take our work seriously, and do it well, but we also believe that an office should be a comfortable space. Therefore, ours is not stuffy and buttoned-up. Rather, it’s one where you can truly be yourself. We hope that sense of comfort and warmth comes through in our interactions with our users! 

Check out Squirrelly and more on our Instagram page: @HaystackCRM

[HaystackCRM] Keep your contacts even more organized

Our second recently released feature was designed to help our users with organization. We are keenly aware that a CRM is only as good as the data in it. If the data is a mess, then the CRM is going to be messy to use. And more likely than not, a messy CRM is an unused CRM.

We want you to have a clean, usable CRM! 

So, that’s why we created statuses that can be used to label Companies or Contacts. There are three status types:

— Prospect

— Customer

— Dormant

These statuses are exactly as they sound — a prospect is a person or organization you think you might do business with. A customer is someone you are currently doing business with. Lastly, dormant is a person or organization that was a lead or customer and fizzled out for some reason. It may be because the project is complete or because their needs and goals changed. Either way, it’s helpful to have that information handy, both for historical reference, and for future use. 

Our hope is that these statuses make it easier to store lots of info within HaystackCRM without the resulting digital clutter. For more on reducing digital clutter, check out this helpful article.  

[HaystackCRM] Features come from the needs of our users

Here at HaystackCRM, we implement features based on our users’ suggestions, rather than what we think our users *might* need. We are continually asking for product feedback. Our goal is to make sure that the product is meeting the needs of all our users. 

We are excited to introduce three new features developed directly as the result of user feedback. Today, we’ll share more about the first feature. Stay tuned for more info about the other two features in the coming weeks! 

Top ten recent adds

Some of our users work for companies that use HaystackCRM as their overall CRM. As a result, their accounts may be updated with new contacts/companies directly from their employer’s ERP. It’s hard to take action on a new addition if you didn’t know they were added 🙂 

Our friends over at a company that produces systems and devices for industrial cleaning products found that to be the case. Their field sales reps needed a way to know about potential sales leads being imported via their company’s ERP. Those leads might be in their respective geographic territories. They needed that info to be effective salespeople. 

As a result, the HaystackCRM dashboard now shows the most recent global additions. This way all users have visibility into those additions. This greater visibility results in a more efficient workflow, hopefully leading to greater sales and success for our customers!