10 Task Management Examples

Below are ten examples to illustrate some of the ways you might use the LeadMaster Task Manager.

1. You want to make sure all prospects have been contacted within 3 days. 
   • Use workflow to assign the leads.  Leads can be assigned by a variety of criteria -
     zip code, geography, lead value, product etc.
   • If the ‘Lead Status’ field = Have Not Reached after 3 days then reassign the lead to inside sales and send the inside sales rep that is getting the reassigned lead a Lead-Xpress notification, email and/or text message to let them know they have a new lead that needs to be worked.
     
     
2. If your typical sales cycle is 180 days and you have 6 steps in your ‘Sales Stage’ field (for example, 1) Made Contact, 2) Info Required, 3) Demo Scheduled, 4) Demo Completed, 5) Contract Sent to Prospect, 6) Deal Closed) and experience tells us that each step in the sales process should take no more than 30 days, then you can create a Task such that:
   • If the Sales Stage hasn’t progressed in 30 days send a reminder to the sales rep and an alert to the sales manager that the deal has stalled. 
   • The alert could be a text message, an email, an appointment on the sales manager’s calendar, or for an extra fee a phone call (Voice-Leads).  The alert can contain personalized information about both the sales rep and the prospect merged from the database.
     
     
3. If you want the value of the deal to be entered by a certain point in the sales cycle, then you can create a Task such that:
   • If the ‘Lead Value’ field = 0 by the time the Sales Stage = Demo Scheduled then send a reminder to the sales rep, an alert to the sales manager and add an appointment to the Sales Manager’s calendar to review the deal.
     
     
4. You have both inside sales reps and outside sales reps and you want the outside sales reps focused on bigger deals while the inside reps handle the smaller deals.  You can create a task such that:
   • If the ‘Lead Value’ field is less than $x (you decide the exact amount) then reassign the lead to Inside sales. 
   • Likewise you could also have a Task such that if the ‘Lead Value’ is greater than $x reassign the lead to outside sales.
     
     
5. You want all of your active leads to close within 180 days.  If they don’t close you want them to be brought to the sales manager’s attention.  Create a Task such that:
   • If the ‘Sales Stage’ does not equal ‘Deal Closed’ within 180 days add an appointment to the Sales Manager’s calendar to review the deal.
     
     
6. You want to make sure that demonstrations that are scheduled actually take place.
   • Whenever one of your reps schedules a demonstration they are required to use the Call Stat / Click Action called ‘Demonstration Scheduled’.  This activates two workflows.
     • The first workflow updates the ‘Sales Stage’ to ‘Demo Scheduled’
     • The second workflow is a Task such that if the ‘Sales Stage’ doesn’t equal
       ‘Demo Completed’ within 30 days the sales manager is alerted.
       
       
7. You want to make sure that your reps are following up on leads.  Many times they place one call and if they don’t connect with the prospect they never try calling again.
   • Make the Call Stat / Click Action mandatory (this is a setting for the database). 
   • Have one of the checkboxes schedule a ‘call back’ for the rep in 3 days and have another checkbox indicate ‘talked via phone’. 
   • Create a Task such that if the ‘talked via phone’ checkbox wasn’t checked within 3 days send an alert to the sales manager.
     
     
8. You have a page on your website where prospects can request a demonstration and you want to make sure they get a demonstration within two weeks.  All of these leads flow into LeadMaster using the LeadMaster tool ‘Map Web Forms to Custom Forms’ with the Campaign = “Demo Request’ and are assigned to a sales rep.  Create a task such that:
• If the Call Stat / Click Action ‘Demo Completed’ has not been checked within two weeks alert the sales manager.  You may want to send a reminder to the sales rep at 10 days.
  
  
9. A sales manager is having a hard time getting their reps to place enough calls to the leads to make contact.  After all, you can’t sell something if you don’t talk with the prospect.  Many leads have the Lead Status = ‘Have Not Reached’ for months.  It appears the rep tried to reach the prospect once or twice and then forgot about them.  Whenever a new lead is assigned create a task such that:
• Add a call back to the sales reps calendar once each week whenever a lead has the ‘Lead Status’ equal to ‘Have Not Reached’.
  
  
10. The sales manager wants to be informed immediately of any big deal, however many of the reps leave the ‘Lead Value’ field empty.  Create tasks such that:
    • For any new lead, until the ‘Lead Value’ is greater than zero, the sales rep is reminded every week to enter a value for the ‘Lead Value’.
    • For any ‘Lead Value’ > $x (you decide the exact amount) LeadMaster sends an alert to the sales manager.

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