Why Task management CRM software is necessary

Task management is the method of managing a particular task in the entirety of its life cycle. The various segments of planning, tracking, testing and reporting are included in task management. Achievement of goals and collaboration between individual groups is the objective of task management. Knowledge transfer, sharing of best practices and attainment of collective goals are the core focus points of task management. It can be regarded as a subset of project management which can serve as a basis for competent execution of tasks in the organization.

Why Task management software is necessary

  • Every minutia of information ranging from plans to running of tasks can be arranged in a logical order for effective tracking and completion.
  • Task tracking, the meeting of deadlines and coherent team management are the vital objectives of using task management software.
  • Delayed tasks can be course-corrected by making suitable interventions at the pinpointed source of the problem which vastly improves and refines your workflow.
  • The users of the task management software can keep themselves abreast with collaborative tools like chats, wikis and dashboards.

Task dependency

  • A task may be dependent on the outcome of another task. This interrelationship can be visualized through a Gantt chart of the task management software that sets out different parameters like task ownership, dependency class and due date.
  • You have complete control to choose the preferred dependency type as default.
  • Task management software lets you set a predefined connection between different tasks for automatic alignment with the set dates.

Task management software

Centralized management structure

Monitoring of task status and assignment to team members can be done from a unified location with easy accessibility. Email reminders and tracking of progress of individual tasks in the project can be done. Conversion of emails into related tasks is a powerful feature.

Milestones

  • Segregation of tasks can be done through Milestones. This grouping will allow hitting of high-efficiency levels.
  • Milestones will enhance your evaluation ability to know when the project deliverable will be completed.

Procedure for time sheet approval

  • Time sheets and billing requests can be approved in a streamlined way.
  • Entries without approval are notified in red on the respective icon.

Sub tasks and Task reports

  • Task management software allows you to partition the parent task into sub tasks which gives a good picture of the overall progress of the project.
  • A combined view of open and finished tasks of a particular project will help you gauge the pace and quality of task progression and take corrective steps if required.

Task Updating and Remainders

  • Update your existing tasks either selectively or in whole to make priority changes and modify task ownership and transferring the task across different lists.
  • Email reminders will give complete flexibility in managing critical milestones of the project.

Operational Benefits of Task management software

  • Color codes can be employed for effective organization and assignment of tasks from a centralized structure. The centrality of decision making helps in the prioritization of tasks
  • Projects o complex nature can be broken down into multiple tasks with interrelated dependency. This aids in the coherent flow of work.
  • Your enterprise can ensure quality products to clients at decreased costs by the integration of tasks. The productivity of staff members can be enhanced by sending out periodical reminders.
  • You can assign tasks for members or contractors and get real-time notifications. This helps in setting practical goals depending on past performance metrics, monitoring of deliverable and deadline management, all of which are critical for the smooth functioning of the business.

What can you see through a CRM activity report?

CRM activity reports give a comprehensive look at the quantum and quality of the sales activities of a team in a defined time period. This includes phone calls, on-site meetings and emails.

This enables the managers to derive precious insight into the performance metrics of the team and to assess the efficiency of individual sales executives.

What can you see through an activity report?

1. You can get full data activity report on your team members

2. Numerical count of all sales activities differentiated by type and user

3. Comparison between logged activity and scheduled quotas for particular activity types

4. Assessment of the activity efforts of your team with reference to an already established time frame

5. Quantum of time consumed for each activity

6. Assessment of notes related to the activity

CRM enabled activity reports provide actionable direction and feedback to the sales representatives by the managers. This will allow for shorter meetings and increased productivity. More time can be spent on actual selling.

Activity reports ensure quality over quantity

Activity reports periodically check the efficiency of the sales executives by keeping a close watch on the number of phone calls they make along with the quality.

The notes on the activity reports give an accurate report so what type of progress was made on the particular sales activity.

Pattern Identification

Activity report of CRM gives a close and quick view of the activities conducted by representatives with regards to new sales opportunities. You can track the performance of each sales representative by looking at phone calls, actions and closed customer opportunities.

You can identify and analyze patterns and suggest improvements to converts sales avenues into leads and then into closed deals.

Activity reports to coach Sales executives

Sales executive are frequently found to be wanting in the correct understanding of lead behavior across multiple channels. Activity reports enable the managers to schedule meetings, assignment of follow up tasks and sub-task delegation to the field executives.

Activity reports create the right ecosystem where you can capture, analyze and comprehend your contact information.

Understand Activity reports to boost sales

Modern CRM applications are armed with capabilities to induce a complete transformation in sales, customer service and marketing campaigns. The activity reports allow for meaningful engagement with the customers.

Activity reports are important contributors for sales reports and they give superlative insights into the present state of sales performance.

Activity reports help in the correct understanding of related reports such as open issues, lost sales and lead reports and help you to take immediate corrective action on a real-time basis.

Top benefits of CRM activity reports

CRM Activity reports give an understanding of the professional behavior of your employees. They give accurate analysis of the factors of efficiency and loyalty towards furthering the cause of the brand in the market.

Activity reports help in the right usage of available resources to give top quality customer service and to comprehensively understand what more can be done for the effective targeting and conversion of leads.

Activity reports help you to diagnose quality problems and investigate for the presence of any service issues by the employees.

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