Even after using an easy to use CRM software , whether we admit it or not, using our email’s inbox
can be addictive.
After all, checking an email is as uncomplicated as
refreshing a web browser or tapping on an app. Checking emails gives us the
hope that our aspirations will be realized soon. Be it for an exciting business
opportunity waiting for a reply, or an update on your shopping cart list etc.
Nevertheless, keeping the addiction aside, email inbox, in
reality, makes an awful to-do list.
Unfortunately, there are still several business organizations those that use
email to structure their day-to-day works. In spite of, the prevalence of
affordable project management apps, there are many among us those that just
cannot break free from the age-old shackles of email.
In this article, we shall discuss a few reasons as to why
you should discontinue using your email inbox and instead use the best small and medium business CRM software
to manage your new to do list:
Your Inbox Does Not
Worry About Importance
As a small or medium business owner in a typical day’s work,
you need to pitch new clients, deal with employee issues, develop game-changing marketing and support strategies,
and others. With so much on your plate, you surely cannot afford to lose time
and waste your work hours on non-value-added tasks.
However, all these being said, why do you then spend so much time hunting between emails? Granted that it is truly impossible to make out when a vital email will arrive, keeping a close watch on your email’s inbox indeed makes sense from this standpoint. Nevertheless, we can wager that more than 90% of the emails that you receive every day are far less than important. Mostly your inbox gets a lot of stuff like these:
However, all these being said, why do you then spend so much time hunting between emails? Granted that it is truly impossible to make out when a vital email will arrive, keeping a close watch on your email’s inbox indeed makes sense from this standpoint. Nevertheless, we can wager that more than 90% of the emails that you receive every day are far less than important. Mostly your inbox gets a lot of stuff like these:
• Promotional emails from your vendors
• Industry newsletters
• Emails from sales reps, who want to sell you things
• Low-priority requests from employees, vendors, or clients
• Social media alerts and others
• Industry newsletters
• Emails from sales reps, who want to sell you things
• Low-priority requests from employees, vendors, or clients
• Social media alerts and others
Additionally, your email’s inbox does not put the most
important task related emails at the top, and therefore, important request
sinks down into obscurity as additional emails arrive every day.
Surely, you can keep the pace by archiving or deleting
unimportant emails. However, is this the best use of your precious time?
Probably not.
You Cannot Mark an
Email as “Done”
Let us take for granted that you have somehow even managed
to devise a process by which only “important” emails make it to the inbox. For
this, you have unsubscribed all non-essential emails, have set filters to
auto-forward any business emails to your assistant, and have convinced your
customers and team members to reach you out sparingly.
However is your email inbox the perfect to-do list now- we
still assume it is not so much.
To illustrate this point, let us guess you have the
following emails anticipating your attention:
Email Subject: Finish
Slide Deck for next week’s presentation
Email Subject: Select
a venue for your company’s vendor meeting
Email Subject: Please Sign Up for ConvergeHub 14 Day’s free trial
Being an efficient businessperson, you may be able to
complete all these tasks within an hour. However, sadly your all these three
tasks are still in your inbox. What should you do with them now? Delete them?
Move them to another folder? Do you need to answer to each person, indicating
that your job has been done?
Would not it be nice if you can just mark your tasks as
‘done’ and move on with your work? Sadly, emails do not work that way.
Delegation is Messy
To include another layer of complication, not every chore
fits precisely into a single email exchange tread.
For an example, let us take up this subjected email “Select a venue for your company’s vendor
meeting”. Now, what seems like a relatively straightforward decision can
very fast evolve into several separate email threads. Shortly after sending
your email for approval, you can receive dozens of added emails from
coordinating staffs at the venue. Even their accounts department may need you
to make an advance payment by the close of your day’s businesses. You can
receive a 20-page PDF document,
containing all kinds of menu options, information on sitting arrangements, and other important details.
Will it not be more productive for you if you can allocate
all these different tasks to some other members in
your company? Nevertheless, here lies the lacunae of using an email
inbox, since delegating tasks from your inbox can be really messy.
In the modern times, you virtual assistant may not take much
time to forward messages to your marketing and accounting department, however,
the problem is there is no guarantee that your staffs will remember to follow
up on the issue, as their inbox is also
overflowing with tasks. Therefore, using the inbox of your email, you have no
way to check whether your delegated job has been accomplished within the
deadlines.
There Is a Software
Designed Specifically For Organizing Your To-Dos
By now, you must be agreeing with us that your inbox is
indeed letting you down.
However, there is good news, as we alluded on the beginning
of this post; there are several online SaaS platforms that can structure your
company’s works.
ConvergeHub CRM, which is best known for its sales management tasks, also provides a suite of integrated business growth and productivity tools.
ConvergeHub CRM, which is best known for its sales management tasks, also provides a suite of integrated business growth and productivity tools.
Let us find how this best small business CRM software can solve many of your headaches right away.
Sequencing important
tasks
Unlike your email inbox, ConvergeHub brings clarity to your
most important tasks. Using this easy to use CRM software , you can assign due dates, the priority of the job, completion report, and status update of your
important tasks with just a few clicks.
Tracking completed
tasks
Tasks tracking with best CRM for SMB like ConvergeHub, will also fulfill your desire to check tasks
off your to-do list. Using this customer information database software marking any task as “Done” is as easy as
clicking a button on your computer or mobile screen.
Delegating tasks to
others
Getting all the members of
your organization working in sales, marketing, support and even finance
departments into ConvergeHub, can be really beneficial for your company.
Rather than delegating works from your email inbox, this Salesforce Alternative CRM provides a more structured workflow.
Using this business growth technology you can create tasks to occur on a repeated or single-time basis, which makes the very act of delegating your works more efficient.
To start assigning jobs to your other employees, just select the correct team member’s name from an intuitive drop-down once you buy CRM like ConvergeHub and connect the task to a larger project.
Rather than delegating works from your email inbox, this Salesforce Alternative CRM provides a more structured workflow.
Using this business growth technology you can create tasks to occur on a repeated or single-time basis, which makes the very act of delegating your works more efficient.
To start assigning jobs to your other employees, just select the correct team member’s name from an intuitive drop-down once you buy CRM like ConvergeHub and connect the task to a larger project.
You can also add detailed notes as you allocate your jobs,
to ensure that your teams find no more excuses.
Connecting Sales and
To-Dos
For added context on sales and marketing related tasks, you
can seamlessly link items to opportunities in your sales funnel. With just a
click or two using an easy to use cloud based CRM software like ConvergeHub, your team can have access to
information that would have otherwise resided only in your mind.
Takeaway:
Leadership comes from the top, so by continuing to rely on
email inbox dependent processes, you are just telling your employees to do
likewise.
Therefore, take a bold step now and find a better approach
to streamline your tasks for enhanced productivity.
Doing this you can be sure that your team will thank you-
and so will your bottom-line.
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