To manage CRM tasks efficiently, start by automating routine actions - set up automated follow-ups, reminders and emails. Prioritize tasks based on urgency - focus on the most important leads or customer issues first. Use templates for common responses, saving time without sacrificing quality. Regularly review your CRM data - clean and updated info helps you make faster decisions. Delegate tasks when possible - spread the workload across your team. Finally, track your performance - analyze what works and adjust strategies for continuous improvement.

Prioritize tasks based on impact and urgency using a task management tool. Delegate non-critical tasks to team members or automate repetitive processes. Break large tasks into smaller, manageable chunks to maintain focus. Set clear deadlines and allocate dedicated time blocks for high-priority tasks. Use CRM-specific features or integrations to streamline workflows and reduce manual effort. Regularly communicate progress and challenges with stakeholders to manage expectations. Take short breaks to avoid burnout and maintain productivity. Continuously review and adjust your workflow for optimization.

However, as we embrace these technological advancements, it's imperative to address the ethical considerations and potential challenges that accompany AI integration. The question arises: Are businesses adequately prepared to navigate the complexities of AI implementation while ensuring ethical standards and customer trust? I invite industry professionals and thought leaders to share their insights and experiences on balancing innovation with responsibility in the AI-driven e-commerce era.

Ask for and lean into getting help. Managing a CRM is a team sport, especially during really busy times such as year end. Here’s 3 things I’ve leaned into: - Prioritized the long list of tasks with the leader. - Asked Super/Power Users from other areas to help. - Brought in trusted outside resources short term to pitch in. Don’t go it alone, you deserve the help, lean into asking for it.

In the membership associations domain, automation is key. Set up weekly queries or IQA’s that can produce reports needed to maintain a healthy CRM. Then delegate tasks such data hygiene, to staff for troubleshooting/processing. In the long run, it helps yield streamlined data that greatly improves communication, engagement and retention.