My new office is great and I really love my "colleagues"... But let's do this for real
Let’s be realistic about this situation, though. Even though our new workspace is set up exactly how we like it and our new “coworkers” are awesome, it can feel like an uphill battle, let alone staying productive during regular work hours. Many parents find themselves multitasking in ways they never thought possible, working in short, superhero-like bursts of productivity to stay on track. Sometimes this may involve working late into the night or early in the morning when you have some quiet time to yourself. Without the right tools, this balancing act can be incredibly difficult and at times may feel impossible.
I get a little help from my CRM
Luckily, the right tool(s) can help you and your colleagues buy Phone Number List who are also working remotely maintain and even improve overall productivity. Below are just a few ways Vtiger CRM can help parents who are working from home while also caring for their children.
See everything that needs your attention on one page - Actions
For many parents, the idea of a normal workday may seem like a distant memory that they are now yearning for. Despite the distractions that have crept into your workspace, you still have to attend daily meetings, deals that need to be done, tasks that are due today, approval requests, and mentions from your coworkers that require your immediate attention. Vtiger’s Action Page allows you to find all of this in one convenient place without leaving your CRM. The Action Page acts as your personal assistant, so you can focus on the things that need your attention the most.
To learn more about the actions, please click here .
Manage your emails with Mailroom
Customer emails arrive in your team and individual inboxes at all hours of the day. It’s easy to miss important emails and lose track of who’s been following up with your customers during normal work hours while working from home. Vtiger Mailroom is here to help and acts as your own company’s mailroom, automating your incoming emails. Mailroom will help you and your team in the following ways:
Emails are automatically linked to contact records and their engagement scores are revised.
You can mark emails as done to reduce clutter and stay focused.
Quickly see if any of your colleagues have responded to your customers' emails by viewing Activity on the contact record summary page.
Automatically creates new entries from incoming emails.
To learn more about how Mailroom can help, please click here .
Stay on top of your schedule by syncing your Google or Outlook calendars with Vtiger
Time management is an important part of being productive; when you juggle work and family, new challenges arise. Vtiger CRM can help you and your team stay organized and on top of your calendars with events and tasks, even when you're constantly interrupted throughout the workday.
Here are some ways to sync your calendars and use events and tasks to help you and your team:
Syncing creates a symbiotic relationship between your calendars.
The calendar brings all your team's planned activities together in one place.
Once an event is created, Vtiger will block that time on the appointments page, eliminating the possibility of double booking.
Get notified before an event starts so you never miss a meeting or feel unprepared.
Task notifications ensure that you never miss a deadline or have to rush through a task to get it done on time.
Your team can easily collaborate and become more efficient by posting internal comments directly to events and tasks.
Click here for instructions on how to sync with Google Calendar.
Click here for instructions on how to sync your Outlook calendar.
Automate personalized follow-ups using email sequences
One of the biggest challenges parents face in their new work environment is never knowing when their productivity will be interrupted by an accidental fall or a smiling face looking for a playmate. The email you planned to send first thing in the morning is now behind schedule because your day has taken an unexpected turn.
No need to worry anymore. Email sequences allow you to write predefined sequences of emails that are triggered by an action or inaction from email recipients. Customize your automated emails to make them more personalized, helping generate more clicks and opens. Email sequences allow you to take full advantage of your quiet evening hours after the kids go to bed by automating your email composition and responses.
For more information on email sequences, check out this blog written by my colleague Matthew Costello.
Eliminate repetitive tasks with workflows
Efficiency is everything, and when parents have the time and space to focus on work, they need to make sure they aren’t wasting their time on mundane and repetitive tasks. Workflows streamline your business by automating operations and increasing your team’s productivity. Here are some of the actions workflows can take and how to set up triggers to run them:
Sending emails, creating tasks, creating events, updating fields, creating records, SMS tasks, and webhooks are all actions that workflows can perform when conditions are met.
Decide on a repeat workflow.
Select the module where you want to run the workflow and set triggers to run the workflow based on record creation, record update (including creation), or a time interval.
Workflows can be started either the first time conditions are met, or every time conditions are met.
For more information on setting up workflows, please click here .
FYI: My new coworker (my 2-year-old son Jackson) is making a difference every day in my new work environment. He always brings incredible enthusiasm to the day, initiates great lunch adventures and conversations, and always maintains a positive attitude. He is a constant reminder that no matter how tough my day is, a scoop of ice cream and a hug will make everything better.
To find out how Vtiger CRM can improve your overall productivity while working from home with your kids, visit our . and sign up for a free trial today.