
- Image via Wikipedia
Email drives my workflow, instead of interrupting it, so I save time and get more things done. We solved the problem with it hurting our productivity and saved hours every day.
Is Email a problem for you? Is it constantly interrupting you with incoming messages which need something done, but not necessarily right now. Do you feel you have to handle it immediately before it drops off the bottom of the first page.
After a day with a client, or even a few hours, do you find your Email inbox completely jammed with messages you really ought to look at, but can’t spare the time?
Do you find Emails more than a few months old impossible to find, because they’re buried in a folder but you can’t remember which. You know what it’s about, and you need it now, but can’t find it because there’s no context to your filing system.
Most people do, including us of course, and so did Paul. He’s the user who defined the ideal workflow. We liked it so much we built it into Front Office Box. It was his idea, but we’ll take the credit
Here’s how it works.
Every Front Office Box user has a dropbox address (you can choose your own @frontofficebox.com. Email sent to that address shows up at the top of the user’s Dashboard where it sits waiting to handled when the user has time.
We provide all the functionality for this to be the starting point of our workflow, including:
- Delete the messages
- Assign it to Company/Plan/Action
- Create new Company/Plan/Action and assign
- Create new Plan/Action and assign
- Create new Action and assign
Emails assigned to Actions in this way are stored right there where it makes sense. Users can find them easily because they’re filed in the context of company and plan.
It SIMPLY MAKES SENSE
Watch the video to see how we save hours every day by using Email to drive our workflow rather than having it interrupting what we’re doing.
Tweet
for Sales Management Insight, Strategies, Tactics, Processes and Tools
Check out our Tutorials at the top of this page and for Successful Sales Management implement these ideas with Front Office Box.






Comments on this entry are closed.
{ 1 trackback }