Building and managing a business empire is extremely challenging. Lack of direction and ineffective allocation of tasks can threaten an enterprise’s status. 75% of the companies fail within the first 18 months of establishment. All it takes is one oversight, one clerical error, or one operational mistake to jeopardise a project. This is why, in the time-specific corporate world, task management is a crucial practice.
Task-management is a process used by managers to start, execute and complete a task through its lifecycle successfully. It helps teams identify the tasks that need to be done, set deadlines for their completion, and assign them to the various departments and team members. Tasks concerning sales, resource-allocation and operations require extreme scrutiny, detailed descriptions and in most cases, an automated workflow to support managers.
How to manage tasks in a business organization
1. Lead Management Tools
Making regular sales is one of the most important tasks for any organisation. Lead generation is the key to ensuring continued demand and sales. Lead management takes place in three phases. In the lead-generation phase, tasks like making marketing calls, promotional emails and follow-ups are extremely crucial.
When a lead converts into an account, constant attention and feedback sessions are essential to maintain client satisfaction. The opportunity phase calls for active participation of the sales teams and negotiation tasks. Using a lead management tool can thus help you manage a large portion of your sales tasks. Crust’s open-source CRM platform allows you to add specific tasks to leads, accounts and opportunities. So, this helps you not miss any critical activity and be punctual on all your duties.
2. Using Business Process Management
Using a business process management software (BPMS) can help you devise, plan and prioritise tasks by creating a visual representation of the flow of people involved in a task. This also makes it easier to set up automated workflows that sync with your overall department or business objectives. When the processes are systemized, it is easier to scale them without extra burden on the workforce or additional costs.
Crust’s open-source CRM software has an automation engine that can help you create and execute workflows and automate all back-office processes.
3. Efficiently Communicating With the Team
Inter-departmental coordination and team synergy can make or break an organization. When you have to plan, assign and explain tasks to every contributing member of a team for different projects.
Crust open-source CRM is the perfect task management solution for you
The Crust open-source CRM platform comes with charts and dashboard builders that allow you to assign, modify and delegate tasks within your team. Additionally, Crust has an automation engine that helps create and execute automated workflows. The CRM offers a bird’s eye view into all relevant customer data that can help you predict the company’s demands and future tasks. So, get a demo of the amazing Crust CRM software and see the task management process change for your business.