Status update for your scheduled tasks
You had to finish that demo by 20th but you did not. Your customer could not make it. You had scheduled a call for a presentation but, the key decision maker had a conflict.
Scheduled tasks are important milestones for a salesman. Whether they are directly related to a sales opportunity or not. Some tasks (hopefully most) finish by their due date. But many don’t.
When you miss a scheduled task deadline, the task does not go away! It just gets postponed. You need to re-schedule it. That leads to some interesting issues – as my boss used to say, if you postpone a problem once, you can do so repeatedly! Jokes apart, it helps to know when the task was originally scheduled and how many “bounces” did it have before it was finished.
Don’t forget the reason
The devil is in the details. Whether the task was postponed/ re-scheduled or finished/ done, add a few words of comments so that we can revisit the task and get the full picture. See above for a task with history of re-scheduling and comments logged over time.
Like what you saw?
If you have not been using the tasks feature before this in Saleswah, hopefully this gives you one more reason to use it.
- You can schedule a task for any date in the future for a given Contact.
- The really interesting scheduled tasks are those which you scheduled from the Deals screen. Those are the ones that are related to success of a sales opportunity and I am sure you focus on them!
- Adding comments to the Task every time you update the status of the Task, or reschedule it is a great way to maintain a live history of your customer contact activities.