[HaystackCRM] Getting organized during idle time

← Back

[This post assumes (and hopes!) that anyone reading it is currently employed and healthy.]

For some percent of the working population, such as those in field sales, this is an idle time. Salespeople are hoping and planning for an economic recovery. They want to be ready for when our nation is back to “business as usual.” They want to create a strategy to hit the ground running the first chance they can. 

The key to readiness is being organized. 

For months, these salespeople have been on the road. They’ve logged dozens of visits, hundreds of new contacts, and numerous follow up items. But when you’re on the road, it can be hard to stay disciplined. Even though HaystackCRM is mobile-first and designed to be used seamlessly while on the go, we realize that’s not always possible. 

For that reason, now is a great time to spend a few hours every day documenting visits, entering contacts, drafting follow up emails, and inputting this data into HaystackCRM. 

Did you know we can help you get your customer data in order? We know sifting through months or years of disparate notes, spreadsheet, and emails can be daunting. We charge $50 per 1,000 contacts to help you get organized if that’s something your business needs. Get in touch with us at sales@haystackcrm.com if you are interested. 

If you’d like to do the work solo, we have tons of product tutorials to help. Either way, we hope you are able to use this time to prepare for whatever comes next.