Use Time Management Techniques
Learning Objectives
After completing this unit, you’ll be able to:
- Use technology to help you focus on your goals.
- Use ideas from Salesforce experts to be more productive.
Technology: The Productivity Booster
You already know that technology can boost your productivity. But, like any other tool, it only helps if you use it. Here are some tips from experts on how they use technology to the fullest.
| What | How | Why |
|---|---|---|
|
Use the Salesforce App |
|
Get conversations and tasks out of your head and into tools. |
|
Live in your calendar |
|
Know what you need to do and when you’ll do it. |
|
Take control of your inbox—for when you can’t use Chatter and Quip. |
|
Email can feel like it is urgent—set times to respond so you can focus on other tasks. |
Been There, Done That
By now, you’ve got some great ideas on how to manage time with grace.
- Make lists.
- Set goals.
- Use ABC123 to rank what’s most important.
- Do a time audit.
- Use the Five Whys method to uncover barriers to achieving your goals.
- Put technology to work for you.
An enterprise corporate sales director has perfected accurate time management over her career’s tenure. Here is how she structures her day as a sales leader. Apply this same approach to meet your metrics in your role.
| When? | Do This |
|---|---|
|
Late afternoon |
Make a list for tomorrow.
|
|
Monday and Tuesday |
Have 1:1 meetings with AEs.
|
|
Wednesday and Thursday |
Update forecasts and reports to prepare for forecasting calls. |
|
Friday |
Catch up on administrative tasks and prepare for the week ahead. |
One Final Recommendation
Keep learning. This module isn’t a complete review of all the myriads of approaches out there, it’s the foundation of good time management skills. Consider finding a mentor to help you improve, but remember—making these skills your own is something only you can do.