Integrating CRM Tasks with Your Calendar

by Charles Bernard

Here’s a quick tip on scheduling tasks from your CRM system. 

Salespeople for the most part are used to scheduling tasks (prospecting calls, follow-up, etc.) from within their CRM system.  Usually they pick days at random to actually work the tasks.  They don’t normally track how many have been scheduled for a particular day, so when that day arrives, they can often find themselves overscheduled with a mountain of tasks.

I suggest a modified approach:

First, block out time in your calendar for when you will work the tasks, i.e. Monday 9am-11am, Tuesday 3pm-5pm, etc.  If you use Outlook, I recommend color coding these blocks of time.  I use green for prospecting.

Decide how many tasks you can realistically accomplish in a given hour.  My number is 6.

Refer to your calendar when scheduling tasks from your CRM, and allocate the correct number of tasks for each block.

This way, your calendar and tasks are in sync, and your workload is better balanced.

Let me know if you liked this tip!