Efficient Data Management with Kanban in WOWCRM

According to a study by IDC, employees spend 80% of their time searching for, processing, and sharing data, while only 20% is actually used for decision-making. This highlights a major challenge faced by many businesses: the lack of scientific and efficient data management.

The Benefits of CRM

One of the most effective solutions widely adopted by businesses to address this issue is implementing a Customer Relationship Management (CRM) system.
CRM is a platform or software designed to manage a company’s interactions and relationships with current and potential customers.

A CRM system helps organizations collect, analyze, and manage customer information from various sources, including customer profiles, purchase history, direct interactions, and social media channels.
By using CRM, businesses can:

• Enhance customer satisfaction and loyalty by delivering products and services that match their needs and preferences.
• Increase revenue and profitability by reducing marketing costs, improving lead conversion rates, boosting repeat purchases, and lowering customer churn.
• Improve employee productivity by minimizing time spent on data processing, enabling fast data retrieval and sharing, and enhancing collaboration and communication across departments.

What Makes WOWCRM Stand Out?

WOWCRM is a comprehensive customer relationship management (CRM) platform, specifically designed to meet the needs of Vietnamese businesses. One of the essential features of any CRM system is the ability to manage data lists and tasks using the Kanban method.

What Is Kanban?

Kanban is a workflow management method originally developed by Toyota in the 1950s to enhance manufacturing efficiency. The core idea of Kanban is to limit the number of tasks in progress at each stage of the workflow, helping to reduce waste and prevent bottlenecks.

Kanban is typically visualized as a board divided into columns, with each column representing a specific stage of a process. Tasks are written on individual cards, which are placed in the column corresponding to their current status. As work progresses, these cards are moved from one column to another—reflecting real-time updates in the workflow.

The Benefits of Applying Kanban in CRM for Businesses

When integrated into a CRM system, the Kanban method enables businesses to manage data lists and tasks in a more visual and efficient manner. For example, when managing a list of potential leads, businesses can use a Kanban board to track the status of each lead, from initial contact and follow-up to nurturing and eventual conversion into paying customers.

Businesses can set up different columns to represent each stage of the sales pipeline, such as: New, Contacted, Quotation Sent, Negotiation, and Closed-Won. Each lead is represented by a card placed in the column that reflects its current stage. As the lead progresses, the card is moved from one column to the next.

Managing data and tasks using Kanban in WOWCRM provides several key benefits for businesses, including:

• Enhanced visibility into data and workflows
  Kanban provides businesses with a clear, high-level view of their operations, allowing them to identify strengths and weaknesses, uncover problems, and spot new opportunities.
• Improved task prioritization and resource allocation
  With Kanban, businesses can easily identify which tasks are urgent or high-priority, assign them to the right team members, and balance workload and pace across different stages of the workflow.
• Better tracking and control of tasks
  Kanban enables teams to monitor the progress and outcomes of each task in real time, quickly detect issues or delays, and take corrective actions promptly.

Conclusion

Kanban is a powerful and practical feature within WOWCRM for managing data lists and workflows. By adopting Kanban, businesses can unlock the full value of their data, streamline operations, and make more intelligent, strategic decisions.

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Smart Solutions – A Digital Transformation Ecosystem
Digital Transformation Division of GMO-Z.com RUNSYSTEM

Website: https://ssolutions.vn/

Hotline: 097 583 0096 

Locations: Hanoi – Hue – Da Nang – Ho Chi Minh City – Tokyo