VIDEO: CRM Tutorial for Beginners: Task Management

Hey TechnologyAdvice viewers! Thanks for joining me. Today, we're going to be talking about task management features of CRM software. Traditionally, CRM software has been about database management and contact management, things that are very specific to salespeople. More recently, this kind of software is expanding to social media functions, marketing automation, email marketing, and project management. Today, we're going to be talking about the project management aspects, specifically task management.

So what is task management? Task management is exactly what it sounds like. It's software that helps you manage different tasks throughout your day, week, and month. So that's important because it's a lot more efficient than keeping this kind of list on pieces of paper or on different Word documents scattered throughout your laptop. It also helps the transparency. So now, managers and other workers can see everything that you're working on and it creates better organization.

So why are CRMs offering task management specifically? Well, really it's a logical progression though this kind of software. So we know that closing a deal isn't just a one off. It's not that you call or you email and the deal is done. It's really a relationship. So it's a series of touch points, a series of tasks. So it makes a lot of sense for salespeople who do have task management so their managers could see what they've done each day and the coworkers can see what they've done each day.

So what's the example of task management in CRM? insightly is a great example. So insightly , well as admins, you create milestones around certain projects. Once you have milestones or deadlines, then sales reps could create sub-tasks around those milestones. Everyone can see the sub-tasks, can share the sub-tasks. Everyone helps move the project forward. A couple of weeks from now, managers can look back and measure the productivity of the sales reps who are looking at the task they've completed and connecting that to revenue generated.

While insightly is just one example, this kind of features is becoming much more common with all CRMs. It's very popular and the market's demanding it. So expect to find it in a lot more products. So that's it for the day. Thanks for joining me. Until next time.