Salesforce Task Management Benefits

Salesforce task management is the best tool that can help the sales team of your organization to prioritize and organize your day. With the help of this, you can easily schedule events and tasks, prioritize your tasks, assigns task to the other members of your team and prioritize the events by their due dates.

These events and schedule can be tracked down with the help of dashboards and custom lists. You can even have automatic alerts that enable you to be reminded of these events so that you can improve the prospect of follow up in your organization.

Salesforce task management is especially very beneficial for the sales managers of an organization so that they can view and assess the performance of every individual and also of all people of an organization as a team. The task progress of the entire organization can be reviewed by the sales manager with the help of this tool. This enables them to stay ahead of the team management needs so that they can boost the effectiveness of the sales process.

It is considered as the best way of monitoring the statistics and trends of the work of an organization. It is the best way in which you can create the Salesforce events and tasks from the related records as you only have to maintain low level of relationship. The linking of this process is done automatically which minimizes the chances of relating to any wrong record. You should always remember to log your call after or during the call which prevents you from the risk of forgetting the calls. In this way your co-workers will also be able to access the required information when they need.

This tool also helps you to view the busy and the free times of every employee of an organization with the help of multi user view on Salesforce calendar. This helps in the task of assigning work easier as you will know the person who are busy and who are free. It also enables you to see the lists of task that you have assigned to the other co-workers. This application also enables individuals and small teams to manage their task lists, capture notes and organize their work projects. You can also assign different tasks to the other people of an organization. People can also comment on their tasks, reject or accepts assignments and do many other tasks.

Every task of an organization becomes social with the help of Salesforce task management as you can easily collaborate the task and view the tasks that you have assigned to other people. With the help of tasks tab, you can see, track and edit all your Salesforce tasks. You can even view the details of each task so that you can sort, filter and find the tasks that you are finding. Data entry can also be minimize with the mass create, delete and edit option. You can also view the progress of each task to find the status of these tasks as it enables you to collaborate on each task of the salesforce task management.
 

Amanda McDonnald
Amanda is the Lead Author & Editor of Rainforce Blog. Amanda established the Rainforce blog to create a source for news and discussion about some of the issues, challenges, news, and ideas relating to Salesforce usage.
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