EYExcel vs HaystackCRM

Experience comprehensive sales enablement with EYExcel. Featuring a wide range of capabilities, EYExcel is a powerful platform that offers a truly enhanced sales experience. EYExcel has two main components: the Collateral Kit and the Sandbox. The EYExcel Collateral Kit is an industry-leading asset manager that gives your sales team complete control of presentation assets through a simple, secure interface. This centralized system empowers users to accelerate their sales process through easy file management and customized presentations. The EYExcel Sandbox offers organizations the ability to create custom applets – or purpose-built applications – within the EYExcel framework, further customizing the sales experience. These applets can be tailored for specific settings and use cases, encouraging the use of IMPACT selling. Seamless integration with Salesforce.com allows you to monitor collateral usage and gain critical insight into which is most effective and what customers are responding to. After a meeting, email files directly from EYExcel and all activity is captured and recorded in Salesforce. EYExcel is compatible with the latest mobile technologies, offering an intuitive interface for all types of users. It also supports all popular media types, including video, multimedia PDFs, HTML forms, and HTML 5 applications. With key features such as content management, survey capabilities, data capture, detailed analytics, and more, EYExcel creates a customized sales experience for your team, giving them the tools they need to excel.

HaystackCRM is a mobile-first CRM that manages your leads, Prospects, and deals. Stay current on your sales pipeline by checking notes, statuses, and prospective deals with Customers. Easily access vital information on the go. Quickly move through your to-do list by adding a Task or tagging a teammate. Map local Contacts to create efficient sales visits. Move your Customers through the sales process by providing a Quote directly from Haystack CRM. Voice dictate Notes to update statuses in real time. Input meetings and events and view your phone’s calendar in HaystackCRM. Follow up on your conversations with integrated email. With access anywhere, you can complete the work before you get back to the office. Find the information that matters the most to effectively grow your business. *Contact details and associated deals viewable on single screen *Call or email Contacts with one tap *Map nearby Contacts and Prospects *Email conversations stored in Contact listings *Tag Contacts to segment by type *Get reminder alerts for Tasks or appointments *Quotes sent to Customers by email, text, or shared via integrated apps *Access documents vital to your business *Search globally for Companies, Contacts, or Opportunities *Assign customers to other team members *Track your sales goals *Calendar view of appointments, tasks, and closing dates HaystackCRM is the perfect tool for the sales team of growing businesses to manage their customer relationships. Never miss an opportunity to connect with a Customer or Prospect by having the information at your fingertips. Sign up for an account and start adding your current Customer list right away. Import from your address book for an easy way to build your connections. Set up your email account to link to HaystackCRM with a couple of steps by editing your profile in Settings. HaystackCRM is a free app and works with the HaystackCRM web account so you and your team can access key Customer information anywhere, anytime. Save time by updating sales opportunities after meetings or from the field. Close the deal and up your totals. HaystackCRM makes it easy to be prepared and have the answers for your customers with an easy-to-use and intuitive CRM app.