Kick off a Sales Opportunity in your CRM

A Customer Relationship Manager (CRM) grows revenue for businesses with management of the sales pipeline. More than housing the customer database, adding a sales opportunity to a CRM increases possible revenue. With HaystackCRM, kick off a sales pipeline with a customer by creating a new Opportunity. Meet your sales goals by adding multiple new opportunities […]

3 Tips for Getting Tasks Done with your CRM

In HasytackCRM, Tasks are short to-do items that can be checked off when completed. Decide if you use Tasks for those undertakings that are quick responsibilities or engagements that are part of your workflow. Events are designed to be appointments, conferences and meetings in HaystackCRM, the more substantial engagements of your customer relationships. Add Tasks […]