How to stay organized at work

You make a list of tasks, and keep a calendar for appointments, but things still seem to slip through. Do you need more staff? Or are you just not taking advantage of enough tools to keep you organized?

The truth is, it depends a lot on your industry and business size. But one place to start is looking at your contact management software. Is it pulling its weight by keeping track of clients, projects and sales? If not, it might be time to take a look at some improvements. Today's CMS don't just keep a list of your contacts - they can organize all of your client communications, tell you the status of different major projects and the clients, vendors and partners associated with that project, keep organizational and personal calendars, allowing for scheduling of meetings across departments, and can keep all your client files, contracts and documents in the same place so when a question comes up, it can quickly and easily be answered.

Whether its time to revamp your CMS, or you're taking a look at implementing one for the first time, using the right software for your industry and needs is key. Ready to take it to the next level to find the CRM changes that are right for your business? Give us a call: we'd love to help!