[HaystackCRM] Extreme Makeover: Tech Edition

If you’re familiar with our story, you know we built HaystackCRM for our own business. As we grew, we needed a nimble, and user-friendly CRM. This helped us easily track our customer management workflow. 

We realized nonprofits would also value HaystackCRM. Often, nonprofits may face:

— Lack of consistent funding.

— High turnover in critical positions like fundraising.

— Little time to spend on administrative tasks.

HaystackCRM addresses all those needs (and more!) by providing:

Free use for individual users.

Inexpensive & transparent pricing for multiple users.

— Storage for institutional memory.

Time-saving tools like voice-dictated notes, a shared calendar, and tagging.

We’re joining the cast of 2020’s Extreme Nonprofit Makeover! 

No, we won’t be on HGTV. And we didn’t get to meet Ty Pennington. BUT, we are working with the Guilford Nonprofit Consortium to give one worthy nonprofit a tech makeover. This includes hardware, software, digital marketing assistance, and more. We are gifting HaystackCRM implementation and a year’s subscription to the nonprofit recipient

Over the next few weeks, our group is:

— Reviewing applications.

— Visiting finalists’ offices.

— Vetting their technology resources.

The recipient will be announced at the end of the month. From there, we’ll share the story behind our nonprofit partner!

[Xtern Software] It’s Entrepreneurship Everywhere!

It’s fun when we get to attend events in our community! Our city boasts seven higher education institutions, including the University of North Carolina — Greensboro. Three of our employees received degrees in Computer Science from UNCG, while others are Spartans by marriage 🙂 

One of the remarkable things about UNCG is its commitment to minority, first-generation, and non-traditional students. As such, the university offers curriculum that is progressive and innovative and its commitment to growing entrepreneurs is no exception.

What we learned:

We were so pleased to be able to participate in the Entrepreneurship Everywhere conference this past week! Besides getting to share our story and connect with other local businesses, we got to attend a Q&A session with an intellectual property lawyer, and watch a panel discussion on the state of entrepreneurship in Greensboro. TLDR; Greensboro is a great place to be an entrepreneur. 

It was great speaking with student-created businesses in the areas of apparel, food & beverage, and podcasting. We got to know others in the community that organize meetups, host co-working space, and hire local talent. We also met quite a few students looking for jobs in software development, and were thrilled to tell them we are hiring two interns this summer, and always looking to add to our small but mighty team. 

And best of all, we got to spend time on a college campus, which always seems to spark our creativity. Thanks, UNCG, and we’ll see you again soon!  

[HaystackCRM] New feature: tags for Jerry

Here at HaystackCRM, we pride ourselves on taking our users’ feedback seriously. Because we are small, we are able to personally address product feedback. We use it to inform future product updates. 

We are located in the Piedmont Triad, a region in Central North Carolina, close to High Point. High Point is often referred to as the “Home Furnishings Capital of the World.” We have many users, particularly sales reps, that work in the furniture or textile industry. 

Every year, High Point hosts two Furniture Markets — one in the spring and one in the fall. We make it a point to attend — not just because it’s fun to imagine furnishing our hypothetical beach house 🙂 Attending gives us a chance to build relationships with our users, who work across the country, in different sales territories. 

Meet Jerry!

One of our more loquacious users, Jerry, is a furniture sales rep. Based on the West Coast, he has 25 years of experience in the industry. Jerry is charming, quick to smile, and a natural salesman. He is not a tech native, but has been a quick study to the product. He watches our product tutorials and consistently reaches out to our team with questions and feedback. 

Last market, we chatted with Jerry over some BBQ and learned he was interested in utilizing the search function more robustly. His ultimate goal was:

Create a tagging hierarchy

→ Use it to label leads and prospects

→ Export those searches (via both the app and console)

→ Use this info to close a sale! 

We soon realized this suggestion would benefit other users, with similar workflows to Jerry. This type of suggestion is critical to us because ease of use matters

If the product is not serving the needs of our users, and making their jobs easier, then we are not doing our job! For the Jerrys of the world, out there logging hundreds of miles in their sales territory, attending trade show after trade show, and doing it with endless enthusiasm, this feature is for you! We hope it makes your HaystackCRM experience even better.