For anyone leading a marketing function one of the most important and challenging aspects of the role is gaining a clear, accurate view of who is doing what, who is producing which results, and how well you are delivering to customers. In fact the same is true of any manager in any part of an organization.
Workbooks CRM helps you keep on top of all Marketing activities.
Check all activities that are created and completed by the marketing team.
Reports can be used to ensure key activities have been completed at the right time.
See if you have any resource issues within your team and prioritize workload.
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Finding a way to track workload and outcomes allows you to ensure no one is either over or under-worked. It allows you to reward and retain the best performers while taking appropriate actions with those who under-perform. And you get early warning if you are falling behind on delivery of a campaign or activity, giving the opportunity to refocus resources there.
It is important to decide what to measure, then you need to find an easy way of getting the information, and always be careful that spending time delivering management information doesn’t tip your team into over-work or under-performance.
With CRM from Workbooks the process happens automatically. Everything your team does is recorded on the platform and you can cut this data however you want, setting up reports on the key metrics, and then accessing these at the touch of a button, anytime, anywhere.
It gives you all the information you need to manage your team’s day-to-day workload and keep on top of outstanding actions, so that project milestones are hit and campaigns are delivered on time.