How Salesforce Task Management helps profits4 min read
Are you running multiple projects with many individual tasks? How do you manage visibility of all those tasks?
If you’re like many businesses, you’ll have a team of ‘spreadsheet ninjas’ whose job it is to keep track of tasks and the status of each task. It’s an unwieldy process, and to get full visibility, you need to use more than one system.
Wouldn’t you prefer a simpler solution?
Salesforce task management can simplify your life.
With Mission Control and Salesforce, projects tasks are transparent, and easy to manage and update.
Mission Control for Salesforce offers a complete solution to manage your tasks, timing and collaboration. With visual representations of all activities, you can see at a glance how your project is tracking and plan resources according to need.
And with better visibility across projects and tasks and time spent, you can estimate, plan and deliver new projects more quickly and accurately.
Improve teamwork and productivity
Even in our open plan offices, it’s hard for people to get information quickly and easily. Collaboration within task management software means your team members can benefit from group knowledge, whether it’s on the fly through Chatter or through group brainstorming sessions.
Do more with less
When you don’t have full visibility across tasks, sometimes you end up with employees who are overworked or under utilized. Task management software enables you to see any bottlenecks, allocate resources according to need, and spend less time on transferring information from one system to another. With all tasks, time tracking and collaboration tools in one central easy-to-use platform, there’s no need to manage multiple logins and passwords, and everyone can share information.
Prioritise tasks and reduce stress
The last thing anyone wants is a last-minute panic. With Salesforce task management in Mission Control, your colleagues and employees can see easily what tasks they need to prioritise while making sure they don’t have any conflicts. And your 360-degree view means that you’ll see quickly when a colleague or employee is struggling so you can step in to help with upskilling, mentoring or reassignment.
Monitor trends for better return on investment
With multiple systems, it isn’t always possible to understand how efficient your business is. Your Salesforce task management software means you have all the information you need in one central location. You can easily pull data to see what’s working and what isn’t. This deep-dive knowledge allows you to manage your resources better and target more profitable clients. You’ll be able to price projects more accurately and allocate resources more efficiently.
Use the cloud advantage
If you run a business where employees work remotely or spend time on the road, then you’ll understand that anywhere, any time access to data is vital. Cloud-based task management through the Salesforce1 mobile app allows you and your colleagues to manage their workflow from wherever they are, whenever they choose.
Keep your customers happy
Clients react badly to missed deadlines. So keep them happy with clear task allocation, and the ability to recognise issues before they become problems.
Key features in Mission Control task management in Salesforce
Salesforce Gantt charts, which help you to:
- Visualise the timeline of your tasks.
- Create dependencies between tasks to ensure the continuous flow of work.
- Define subtasks and dependent tasks.
- View the actual dates against the baseline dates to see where you may have gone wrong, delivered more efficiently, etc.
- Use each project as a ‘lesson learned’ process for future projects.
Salesforce Kanban, which helps you to:
- View the status of each task at a glance.
- Manage tasks and resources from one place.
- Prioritise your tasks.
- Log expenses.
- Set up your billing to bill automatically or at the end of each milestone.
- Collaborate in real time with colleagues using Chatter.
- Plot milestones.
- Assign or reassign tasks.
Salesforce Timesheets, which help you to:
- Track billable, non-billable and overtime hours accurately.
- Improve your estimating and quoting process.
- Track time from anywhere through the Salesforce1 mobile app.
- Simplify invoicing.
- Identify quickly where an action or time logged is off track before it affects your bottom line.
By enabling your team to be more effective, and all your departments to share knowledge, your business will be better poised for growth and profitability.
Are you ready to grow your business profits?
Keen to hear more about Salesforce task management?
We’re here to help you get the most from your business. To learn more about how Salesforce task management in Mission Control can streamline your project management, view our helpful video or contact our knowledgeable team who will be happy to help.