Another manager asked me, "What's Tommy up to today?" I looked up and said, "I'm working on my tasks." He replied with a sigh, "Yeah, they never go away, do they?"
I started to agree with him and then thought about it and told him, "They're not supposed to."
All CRM systems have what they call "To-Dos" or "Tasks" or "Reminders". They sound like such a chore. It's like my wife's to-do list or reminding me that I promised to clean the garage this weekend. I hear many salespeople complain about being overwhelmed by the sheer number of tasks they have.
How do you view your tasks each day? What if we came into work one day and there were no tasks? It would mean either we got fired or there were no customers. Which do you prefer?
Tasks represent only one thing - customers. This is our calling, isn't it? Our job in this business is to call customers, email customers, talk to customers, do things for customers, and help them purchase or service their vehicles. Our careers are not cars and trucks. Our careers are customers. Everything else is secondary.
What if we thought of each task as an opportunity. (I will have an opportunity to talk to a potential customer today) Wouldn't that make each task a challenge and an opportunity? Maybe we would even put as much thought into it as a young man puts into meeting a pretty young girl (or vice-versa). "What should I say? How should I say it? What will make her want me?"
For a manager whose tasks include reviewing what is going on with a particular customer, it is an opportunity to see if sales staff need guidance, correction, or training. It's a chance to take a "blocked" salesperson and lead him to the water, so to speak.
The day we look at our tasks as something to "get out of the way", is the day we give up on being successful.
CRM tools are just software doing what we want it to do. It facilitates communication with our customers. Customers make us successful. Customer allow us to earn money and buy things, pay our bills, and support our families. There is no higher calling than this.