What is Hoop's Task Management Software and who should use it?
Hoop's Task Management Software is a central feature designed to help teams, particularly in sales, store, track, manage, and report on tasks and activities related to customer relationships. It ensures every next step is organized and completed on time.
This feature is perfect for anyone who needs to manage a high volume of customer interactions and follow-ups, such as sales representatives, account managers, and customer support agents. It eliminates the need to switch tools to complete essential work like calls, emails, and notes, streamlining your daily workflow. It organizes all activities into focused queues, allowing users to prioritize and execute tasks efficiently.
How does the task management feature improve team efficiency?
The Task Management Software boosts efficiency by organizing work into focused queues and enabling automated creation of follow-ups, ensuring nothing falls through the cracks. This structure allows users to focus on high-priority actions without distraction.
Key benefits include working in dedicated queues for specific tasks, and using bulk actions to rapidly clear repetitive steps. You can also save custom views to quickly access role-specific filtered lists. Teams can also collaborate and handoff tasks effectively:
- Share queues to coordinate coverage among team members.
- Assign owners, set due dates, and add comments for clear direction.
- Utilize the timeline context to keep every team member aligned.
Can I automate task creation within the Hoop platform?
Yes, you can significantly automate task creation within Hoop using the powerful workflow functionality. This ensures that follow-up activities are generated automatically based on specific triggers and conditions, saving time and ensuring consistency.
Workflows are designed to automatically add tasks when various events occur, such as deals aging, forms being submitted on your website, or when Service Level Agreements (SLAs) are nearing a breach. You can also generate automatic follow-ups directly from sequences and form responses. This means the system handles the administrative burden of task creation, allowing your team to concentrate on execution and customer engagement.
How are tasks and productivity tracked using this software?
Hoop provides robust functionality for tracking team productivity and measuring the impact of activities. This feature offers a clear view of how tasks are being completed over time and correlates activity to business outcomes.
The tracking capability includes two primary views for monitoring performance:
- Activity trends: See the number of tasks completed over time, broken down by individual owner and specific task queue.
- Outcome correlation: Connect the volume of activity directly to key business metrics like meetings scheduled, pipeline growth, and ultimately, revenue generation.
This allows managers to understand which activities are driving the best results, enabling data-driven decisions to optimize team performance.
Which pricing plans include access to Task Management Software?
The Task Management Software is accessible across multiple pricing tiers within the Hoop platform, ensuring various sized organizations can benefit from organized task execution. This feature is fundamental to streamlining sales and customer relationship processes.
You can access this powerful tool on the following Hoop pricing plans:
- Core plan
- Pro plan
- Enterprise plan
Each tier offers varying levels of functionality and capacity for tasks, automation, and reporting, tailored to meet different business requirements. Customers on all three plans can leverage this feature to organize their follow-ups and improve customer engagement.
How does Task Management Software integrate with email and other records?
The Task Management Software is designed for seamless integration with essential communication tools and customer records, providing full context for every action. This tight integration ensures efficiency and prevents important details from being missed.
Key integration points include:
- Tasks from email: Easily turn incoming messages into new tasks directly from services like Gmail or Outlook.
- Task visibility: All completed and pending tasks are automatically associated with the relevant customer records and appear on their timelines, offering a complete historical context of all follow-up activity.
- Queue management: Email queues allow you to send, log, and schedule communication from a single, focused view, further centralizing your outreach efforts within Hoop.
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