Optimize Your Time
Know everything there is to know about time and money.
The advantages of time management are straightforward. Good time management allows you to get more outcomes in less time, giving you more time flexibility, allowing you to focus better, and allowing you to be more productive.
- With a drag-and-drop Planner task board, you can plan and prioritize your work while avoiding overlaps.
- Shared calendars, timesheets, and a built-in time tracker help you manage your time effectively.
- Monitor billable and non-billable hours, as well as time spent on client work, to guarantee responsibility.
Work Smarter
Make the most of your team's resources.
You may become more effective and productive by learning to work smarter, not harder. Working smarter allows you to focus and perform better. You can enhance your time management and prioritization by working smarter on a small number of priorities.
- Individual capacity should be defined, and resources should be allocated based on real availability.
- Examine present and future capacity, and make sure that everyone on your team is getting the most out of their time.
- Get a clear picture of your team's capacity and make real-time decisions about restructuring or hiring.
Getting Started
Implementing a CRM
Step 01
Create a customer journey map
You'll notice things a CRM solution can help with if you understand how you find and sell to customers. What's the end result? A solution that alleviates the administrative burden of keeping track of every lead and customer.
Step 02
Define your company's sales and marketing processes
All you have to do now is go through your major business/marketing questions one at a time once you've answered them all. You've got your company processes in place. That's the type of information you'll keep track of in your CRM.
Step 03
Migrating your customer information
A.csv file can be used to import contacts. This allows you to import many segments of your contact list at the same time. This allows you to 'tag' people as they arrive, eliminating the need to wade through your contact list and manually tag them afterwards. You can set up your other tools and automations after you've migrated your customer data.
