Have your checklists represent an transparent follow through process in your CRM.
Sweet Checklists can be added to any module in SugarCRM and have different sets of checklists available per module.
You might think checklists to be simple and sometimes it is hard for us to accept them as a necessity when we’re in jobs that rely on our skills and knowledge.
But using a checklist can improve our performance and help us achieve more consistent results.
Checklist remind us of the minimum necessary steps and make them explicit, they do not only offer the possibility of verification but also instill a kind of discipline of higher performance.
Do you have the same set of tasks that you need to do again and again?
If you do, how do you make sure that you do them correctly every time, how do you track when those tasks were done? Many businesses are finding Sweet Checklists to be the right answer.
Departments such as sales, marketing, and customer support can define checklists to ensure that certain steps are always being followed and completed. Great for walking a lead through your process or always performing certain support steps.
Sweet checklist helps people do things more efficiently and avoid costly mistakes.
You don’t need to spend time remembering the steps, so you can devote the entire time on doing the task.
If you ever want to delegate the task (for example, through outsourcing), your checklist will make it easier for you to do it.
You don’t need to bust your head, when something was done or when something happened, our Sweet Checklist automatically saves current date and time when task was checked.