Tasks notify team members to do something, like make a phone call or review an application. Then, the outcome of the task is captured to automate what happens next.
What can task automation do for you?
Automation is amazing, but sometimes the personal touch is best. Real life conversations can be the clincher when making a sale, welcoming a new customer, or answering a lead’s question.
Tasks alert team members to take an action, then team members set automation back in motion based on the outcome. Your pipeline keeps moving and your team’s work gets done.
Deliver choreographed, multi-channel experiences to your customers so they get what they need at the right time, making them more likely to buy and be satisfied with their experience.
How tasks work
You’ll build tasks into your funnels at the appropriate points, such as after a Free Consultation form is filled out or a product is purchased, or you can manually create tasks on the fly. Here’s what happens next.
Team member receives notification via email or text that it’s time to connect with a customer. Notification includes any pertinent information and guidance.
Team member reaches out to customer.
Team member reaches out to customer.
Team member selects the task outcome to dictate the next automated steps.
Team member fills out a form as part of task completion to save information, such as client intake survey responses or date and time of next appointment scheduled.
Team member fills out a form as part of task completion to save information, such as client intake survey responses or date and time of next appointment scheduled.
There are lots of ways you can use tasks
Here are some of the possibilities.
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Call a lead who meets qualifying factors based on form fill out.
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Call a customer in response to a support request.
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Call a lead with a high lead score who is visiting your site right now.
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Call new clients to welcome them.
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Call a lead in response to Contact Us form fill out.
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Send a handwritten thank you note.
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File medical paperwork in a patient’s physical file.
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Review the response to your proposal.
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Review testimonials gathered from survey.
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Respond to customer satisfaction survey negative respondent.
“The automated messaging and task management is the best investment we have made in our company. Nothing is worse for goodwill than dropping the ball on a client. We have our Ontraport system set up to ensure that this never happens.”
- Eric Foronjy, Hague Quality Water
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The automated messaging and task management is the best investment we have made in our company. Nothing is worse for goodwill than dropping the ball on a client. We have our Ontraport system set up to ensure that this never happens.
Eric Foronjy
Hague Quality Water
What happens after a task is complete?
When it’s time for the humans to throw the ball back to the automation software, they’ll simply select from your predetermined possible outcomes to set the next steps in motion.
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Related Resources
9 creative ways to streamline your workflow with task automation software
Check out these creative ways some of our clients integrate Tasks with their automated internal business processes to keep their workflows running smoothly.
You don't have time to micromanage your sales team; do this instead
The last thing you want to do is micromanage your sales team, but how else can you make sure they aren’t losing out on opportunities because of inconsistent follow-up? There is a better way, and it’s called sales force automation.
Task Automation in Ontraport
Learn how to use Ontraport to assign tasks to your team members, alert them of deadlines, and record outcomes.
Frequently Asked Questions
How do I know if Ontraport is the best CRM software for me?
When you’re shopping for a platform for your business, you’ll want to take your entire business into account — not just your CRM needs. Whether you choose Ontraport or not, we recommend making sure the platform you choose includes the following features, at the very least:
- A website or page builder to share your business with the world online
- A system for capturing leads and sending marketing emails
- An automated sales pipeline that keeps your deals moving
- A payment processing tool to collect orders and charge credit cards/li>
Of course, you’ll probably need more sophisticated tools as your business continues to grow. With Ontraport, you’ll have everything you need now and in the future — all under one roof.
Take a look at our buyer’s guide for a complete checklist of all the features to keep in mind throughout your software search. It’ll help you find the perfect platform for your business (even if you don’t choose Ontraport).
Take a look at our buyer’s guide for a complete checklist of all the features to keep in mind throughout your software search. It’ll help you find the perfect platform for your business (even if you don’t choose Ontraport).
What kind of data can I collect and store with Ontraport’s customer relationship management software?
You can use Ontraport’s CRM platform to track, store and organize all your business data in one place! Our advanced contact tracking captures every page visit, link click, form fill-out, purchase and much more. You can even use custom record types to manage your sales deals and companies, events and attendees, teachers and students and any other data you use to run your business.
How can Ontraport enhance my sales follow-up process?
Staying on top of every touchpoint with leads and customers is a lot of work — especially without a system to keep track of it all. When you use Ontraport’s task automation software, you’ll never miss a beat. We’ll send you and your team the right reminders at the right times — and you can even automate your more repetitive emails and texts to put some time back in your day.
Is Ontraport the best CRM for small businesses?
We built our CRM software for small business owners like you who are ready to scale. Our features will grow with you, and you’ll never end up with a price tag that’s disproportionate to your business size. From the moment you sign up, we consider ourselves as a partner in your business, offering you over-the-top helpful support and setup services to make sure you have what you need to grow for the long haul.
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