How To Tackle To Do List In Your CRM

To do list in CRM
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How To Tackle To Do List In Your CRM

Nobody likes it when there are lots and lots of unperformed tasks waiting to be crossed off their list; the thought of that alone can bring about this feeling of unrest we all hate. That’s why whenever we cross tasks off, be it on a to-do list or a task management app; we feel some accomplishment within us. This is the reason we all love task management apps. They help us stay productive, organized, and less anxious.

Every one of us usually has got a long list of things to do on a daily; either at our workplace or home. The type of checklist to be made is mainly dependent on the kind of job involved. For example, a salesperson would always have a lot of tasks to complete in just one day. To make their work less stressful, non-essential tasks like replacing repeated emails with email templates, sending welcome emails using workflow, etc. can be automated with the use of a sound Customer Relationship Management system.

If you want to take charge and stay on top of your activities, there are so many online task management tools that can be of great help to you. However, if you’re a salesperson, your best option is to have them in your CRM system. I strongly recommend the CRM system because it will provide you with a central place to manage your opportunities, thereby making it a lot easier to keep your eyes on what you want to do and track your action items. Its primary function is to increase your efficiency and ensure there is a massive improvement in your productivity.

There are other essential functions of CRM in task management. CRM could help you:

1) Create action items

Planning is vital in task management because if you don’t know what you have to do, it will be challenging to make a prioritized list for yourself. Therefore, you should get to your assigned leads and see where they are in your sales funnel. As for new potential customers, you have to create a particular task like a call reminder to reach out to them consistently. Finally, if a lead isn’t responding to your emails, create a new job for follow-up.

2) Manage your calendar

In your calendar, you can access open and completed tasks. Right there, things like task descriptions, due date, and related records are what you will see. Make sure you mark all your completed tasks as done so that you can always bask in the euphoria of task completion while you cross them off the list.

3) Receive reminders and notifications

Reminders are crucial. People might tell you otherwise, but the truth is that you need these reminders, so you don’t make huge mistakes, like forgetting to send an important mail or keeping a customer waiting for too long. You might remember that you have a task due or an upcoming appointment, but that little pop-up reminder will always come in time to let you know. So, make sure you use it as it will help you to prioritize your tasks at hand thoroughly.

4) Generate activity reports

This is mainly for Sales Managers. As a sales manager, there is no way you can manage your team effectively if you don’t have an understanding of their performance. To manage your team better, you can create different kinds of reports to get insights and monitor performance and goals. Ensure you create reports on tasks, appointments, and defined sales activities. You should also try to know the number of completed activities and whatever outcome they gave.

 

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