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News Timeliness
Timeliness
Friday, 23 December 2011 00:00

If time is money, then it stands to reason that you should be able to track your use of time - just as you need to view your bank statement to keep tabs on your finances. A CRM solution offers a number of services in time tracking and time management.

As well as the Calendar module which gives you an overview of your time management, you can view your time spent on all manner of projects and activities. Just as you plan a budget for an event, you can also plan a time schedule, and at the end of the event you can review this data to see if your time management is accurate. This brings us back into your finance management, as it lets you see if you have undersold your time for example.

A recent piece of development here at OpenCRM is the addition of an Active Period on the Opportunities module. This is a field which shows you how long an Opportunity has been opened. This function allows you to create views and reports for yourself and your organisation to show a set of Opportunities that have been open beyond a specific period of time, for example 14 days. This is a quick way of reviewing all Opportunities that are due for a follow-up, or those which might need a final review.

As with other functions such as setting reminders, or follow-up activities, this is another example of how OpenCRM can help you organise your time management and ensure that opportunities, tasks and calls are not missed.  Good use of a hosted CRM solution is the perfect way of making the time you have in the bank work for you and your business.