Process administration is a characteristic that appears easy on paper however, in follow, could make or break your enterprise.
In the event you can’t preserve monitor of your duties, you’ll rapidly lose sight of what must get carried out and when.
Fortunately, EngageBay CRM gives some simple and useful activity administration capabilities.
Let’s stroll you thru our expertise.
We began by including in some typical onboarding duties at Small Enterprise Bonfire.
Right here’s how including a brand new activity seemed.
Every activity card allowed us to simply create reminders, assign customers, and add notes as wanted.
This meant our group might simply see what wanted to be carried out and when.
As soon as we had our duties enter, we have been capable of view all of them on an easy-to-read activity pipeline (pictured beneath)
We completely liked the format, making shifting every activity to the suitable stage straightforward. Plus, every stage was color-coded (and customizable).
That meant we might see our progress on every activity at a look (with out having to click on on it)!
Our two cents: EngageBay’s activity administration is easy, straightforward to make use of, and customizable—you possibly can’t ask for far more!
