Managing Tasks in your CRM

The most common activity in HaystackCRM is completing a Task. Daily tasks make up a large portion of the sales and marketing process. Great salespeople know they need tools to help remember all the different responsibilities associated with a sale. Managing tasks in HaystackCRM is made easier by having uncompleted Tasks at the top of …

Organize Customers by Tagging in a CRM

Organizing data in your CRM does not have to be an overwhelming task. Turn grouping your contacts and accounts into child’s play by adding a Tag in HaystackCRM. Segmenting your CRM to the way you recall helps you use the tool to its full potential. When it comes to looking for the best CRM for …

Sales Teams Map Their Customers

For sales teams or an individual salesperson, finding a Customer Relationship Management (CRM) that incorporates mapping customers has been a challenge.  But with HaystackCRM, sales professionals out in the field can utilize a mobile CRM and benefit from mapping features. A mobile CRM with maps linked to their customer database provides an improved tool for …