8 Tips on Better Task Management for Small Businesses

The more we try to accomplish — run a profitable business, care for a family, stay active in our community, develop our personal and professional selves, ect. — the harder it is to try to manage the many tasks that make up our lives.

There are two basic axes on which we measure our tasks. On the first axis we must note that different tasks have different priorities. On the second axis we must note that different tasks take different amounts of time to complete. Improving our task management requires getting a better handle on both axes. These 8 tips for better task management for your small business will help you do just that.

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4 Tools to Manage Your Busy Schedule

4 Tools to Manage Your Busy Schedule

Small businesses need to use proper tools to manage their time and schedule in order to maintain competitive excellence in industries with much larger players. Because of advances in IT programs and infrastructure, the tools for time management normally reserved for large corporations are now available for small businesses. Many of these tools come in integrated packages which provide the tools you need to run you business in one affordable package.

The following 4 tools provide you systems management for your business to increase your available time.

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A Day In the Life of a Sales Rep – Better Task Management with CRM

A Day In the Life of a Sales Rep – Better Task Management with CRM

Whether you spend the majority of your day in an office or out on the road, CRM software can help you more efficiently manage your task load if used correctly. What are some ways CRM can create better task management for your small business sales team? How does your CRM software play a major role in the day-to-day life of the typical sales person?

Consider the example of a salesperson out on the road. Join Hypothetical Henry for a look at his typical day.

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Task And Workflow Management Can Lead To Better Performance

Task And Workflow Management Can Lead To Better Performance

Organizing your daily tasks with pen and paper is a thing of the past. There is a much better way to do things thanks to technology, more specifically CRM software.

Relying on software to organize your daily activities makes keeping track of your tasks a lot easier, fosters communication with your team and can even lead to better performances. Automation features contribute to lowering your workload as a supervisor or manager and reporting tools help you keep an eye on how everyone in your team is doing.

These are the main features and advantages of relying on CRM software for task and workflow management:

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Manage Your Time & Get More Done Each Day with CRM Software

Manage Your Time & Get More Done Each Day with CRM Software

How many times a day do you look for missing contact information for a particular customer or have to check with other members of your sales staff to see if certain tasks have been performed on schedule? How much time do you spend in sales meetings where the main topic of conversation is where customers are in the sales funnel, who has been talking with which contact, and what was said during the customer interaction? You need access to this information, but these time-sucking activities can derail your ability to actively sell your product or service.

The trick is to find ways to work smarter, manage your time wisely, and get more done each day. With CRM software, you can make that happen. How can you leverage the tools that CRM offers to make you a lean, mean selling machine and still get you home in time for dinner?

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6 Tips for Proper Task & Workflow Management with CRM Software

6 Tips for Proper Task & Workflow Management with CRM Software

Many businesses find significant advantages from managing tasks and workflow processes through their CRM Software. CRM (Customer Relationship Management) software is designed to manage your customer contact, sales process and follow up information.

For many businesses, CRM software offers entire system-wide management of tasks and work-flow because most jobs are centered around the customer. For job-shop manufacturers, service businesses and sales teams, it is a great idea to use your CRM system for managing workflow as well as customer relationships. The following are six tips for managing your information well in order to create the best possible use of your CRM as both a sales and task management system.

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