Do you use a whiteboard for your jobs or projects? Maybe an Excel spreadsheet? Either way, your headed for disaster. Here’s why…
Simple fact, whiteboards are only so big, what happens when you get busy? And where do you keep notes about each job?
How about the good old Excel spreadsheet? How do you share it for editing with others? Of course it’s possible, but difficult when it comes to more than one person using it at a time. I’m not taking a stab at Excel, it’s great for its intended use, but jobs and projects are not what spreadsheets were made for.
How do you share details about your interactions with your customers so that other staff know what’s going on? In your business, does everyone have the same details about each customer?
The same goes for tasks, meetings and quotes. As a business owner or manager, how do you keep all this together? Lets face it, if you’ve been in business for any length of time, you would have seen these issues breaking the flow of business and causing all sorts of unnecessary trouble.
Another thing, lets say the customer calls mid-job and asks about the progress on a particular task… The receptionist answers the phone and, well you know what happens next, there are a number of barriers the receptionist has to face before getting any relevant information and the customer gets what they called for within a few minutes (or more) of being on hold if they’re lucky. This makes your business look unorganised and therefore unprofessional.
There’s no need to go through this with such a powerful and affordable tool as Workflow Central. Set up Workflow Central in your business within minutes and bust down a truck-load of barriers, this is a change your staff and customers will really appreciate.
Tags: business, excel spreadsheet, meetings, notes, organisation, software, tasks, whiteboard, workflow, workflow central
