Maybe it’s time to consider using Checklists instead! Checklists are an easy way to regroup to-do lists inside a single task. 

For example, instead of having 10 tasks to onboard your client, you could only have one, but add items such as Send questionnaire, Book onboarding call, Send documentation link, etc…

• Create a single task and add checklists 
• Keep tasks high-level to simplify your workflow
• Make the checklists granular

After cleaning up your dashboard, it’s time to breathe a sigh of relief!

We love posting helpful content, but managing it across a word, CMS, and version manager… not so much. Here’s what we’ve done to help our team:

• Using Salesforce Lightning Web Components (LWC)
• We create our “Get Started” documentation inside Klient and it gets published automatically on our website.
• We hosting our content on Salesforce Community, so anyone can access it online and look at the newest release notes.

That’s the power of running your business on Salesforce.

Indeed, today’s businesses have lots of moving parts, so it’s crucial to get everyone together and on the same page.

To get the most out of client meetings, an email recap can be a powerful tool!

A good one should include:

• What was understood
• Decisions that were made during the meeting
• Next steps
• The date of the next meeting

Show your client that you’ve understood its needs and objectives!

There’s many benefits to this:

• You’ll be able to plan throughly beforehand.
• You can structure the agenda, so that both sides will be prepared.
• You can easily handle action items for the following week.

It will reduce email exchanges. People don’t like email exchanges. Guarantee your projects will stay on track. You can apply this principle to everything, from sales to internal projects.