The new year is coming and you have high hopes to be better organized. Using a CRM (Customer Relationship Manager) can help you be better organized when it comes to running your business. To start with HaystackCRM, understand your existing customer database first before importing each and every person you have met. By knowing who […]
Tag Archives: customer organizing
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 […]