Skip to navigation Skip to content

Tech Insights 5 min read

A CRM to help you prioritize your daily tasks

Many CRMs provide capabilities that can help you prioritize your everyday tasks. They allow you to sort your work and organize each of your activities into distinct actions. Here's a closer look at the different options and how a CRM may help you optimize your time.

Use a CRM to prioritize your tasks

Customer Relationship Management, or CRM, lets you enjoy the centralization of all your different activities. These software solutions have the purpose to create a comprehensive data platform and a hierarchical structure for your operations.

We will look into this particular point in further depth. CRM is becoming increasingly well-known for its ability to rationalize a variety of activities. CRM solutions, in contrast to traditional task management, allow you to explicitly program each task.

In a nutshell, one of the primary features of CRM will be the prioritizing and automating a list of activities. To this end, there are several tools available on the market to help you reach your objectives. These technologies help you automate your tasks and to organize your operations accurately and consistently.

This way, by putting emergency or mandatory calls at the top of your to-do list, you will be able to prioritize them. You may also set various color codes and organize specific actions in a clear and concise manner for yourself or your colleagues using the CRM interface, all while putting them in order of importance.

You will thus be able to easily plan your daily priorities with the assistance of your colleagues in this manner. This allows you to make sure that you never forget critical duties or sales because your schedule is too busy. This is where a CRM really shines.

A typical example of this solution at work is a salesperson, whom you may appoint according to duties, ranging from the most profitable to the least profitable, categorizing them by priority. As a result, operations that are considered lower in priority can be assigned to less experienced sales personnel.

Make useful visuals

CRMs allow you to create dashboards or full tables with appropriate graphics in addition to task prioritization. These useful visuals, which include color codes that are frequently examined and worked on, will do more than be merely practical.

They will enable you to think in a new way, for example: to absorb and predict upcoming duties, or to identify abandoned client accounts. You can even include customers that you need to call and follow up with. All of this is accomplished by setting reminders, assigning intelligent color codes, and tracking inactivity for a specific number of days. This will be beneficial both in terms of customer service and in terms of business. By reactivating old accounts, you may be able to uncover new sales niches and possibilities.

CRMs allow you to prioritize tasks not just via their structure, but also by applying a label to accounts or clients that require a follow up. This gives you another ace up your sleeve. It doesn't end there, though.

Automate your customer strategy

The commercial and relationship element is next on our list, after the merely practical and organizational aspect of prioritizing and arranging activities via the CRM. It is a feature that is frequently overlooked. For starters, more than 3/4 of customers would be annoyed if they were approached by an unfamiliar company.

Another significant figure is the customer call success rate: in 2007, 3.68 calls were sufficient to achieve a sale, yet nearly 11 years later, the figure has more than doubled. In reality, getting a prospect requires at least eight calls, and that's not the end. A B2B cold call campaign results in just 7% of closes, and that, after at least 6 calls, particularly because the bulk of transactions will need at least five calls more afterwards.

All of this information emphasizes the issue of call automation and management, which is something that a CRM will help you handle more easily through automation and task prioritization.

A CRM will be able to set reminders at predetermined intervals thanks to the consolidation of all your data and the subsequent creation of easy and structured tables. These reminders are custom tailored to a certain contact or appointment. You also won't have to arrange your reminders in a cookie-cutter way or "by feel" if the situation is reversed. Scheduling will be prioritized not just based on the significance of the calls, but also on the most efficient time intervals.

This concept will allow you to commit your logistics to a software solution that is more efficient and accurate than a person, thanks to a CRM. The best part is that it typically happens without your involvement.

Accommodate artificial intelligence

Artificial intelligence (AI) has a lot of power in this regard, especially in Dynamics 365. Microsoft has recently added artificial intelligence to its CRM and ERP systems, which will help you prioritize various transactions. It allows you to keep track of and produce relevant and automated reminders based on data, customers, and tasks.

Photo by Andrea De Santis on Unsplash

Functionalities based on an action card system will allow you to eliminate the creative and human aspects of making lists or tasks by using these regular reminders. The AI will take care of the organizing for you in this case. It is an upgrade that entails a digital transformation for the majority of businesses looking to improve efficiency in repetitive and dull operations today.

Tools like these will save you precious time and allow you to do more, particularly in client interactions. You'll be able to not only find new relevant audiences, but also perform data analysis and even consumer behavior analysis, all of which will be done automatically.

You have here a comprehensive approach for CRM to work in harmony with AI, allowing for task generation and prioritization as well as analysis throughout the process. This will give you greater accuracy than a person while also saving you a lot of time doing redundant tasks like sorting. You may just hire a personal secretary with the savings offered by the Dynamics 365 relationship assistant.

Create a follow-up using integrated apps

CRM systems, of course, are well-suited for the integration of numerous apps that allow for a comprehensive follow-up. For example, using Dynamics 365 enables integration with Outlook, which allows you to keep track of all of your appointments and emails in one place.

A server synchronization will let you take advantage of your emails, tasks, and appointments in a nearly systematic manner on your email. This is an example of synergy that may make your job much easier while also allowing you to have a comprehensive picture of your duties no matter where you are.

For those who work on the move or those who wish to use their preferred app within a CRM, these messaging integrations will prove to be vital, offering a chance to develop a global dynamic for each of your systems.

This is why software packages are getting more and more popular. Professionals who want to maintain a familiar work environment while addressing their digital transformation are increasingly interested in solutions like these.

Overall, CRMs will supply you with relevant and important organizational solutions through prioritizing tasks, artificial intelligence, and the integration of apps and services. These solutions are necessary if you want to enhance productivity, save time, and consequently increase your profits. Most importantly, it is the optimization of your work environment that defines the core of a CRM.

Get in touch with us today to know more about how Microsoft Dynamics 365 can help you!

Liked what you just read? Sharing is caring.

September 07, 2021 by Frédéric Charest VP of Marketing

Data-driven Growth Marketer with a Passion for SEO - Driving Results through Analytics and Optimization