When our Podio version of InvestorFuse came out over four years ago, I was so excited to see customers start managing their leads with organization and automation. However, what I ultimately ended up seeing was confusion on what to do when. We worked to create a to-do system in Podio, but it was too confusing for people to use it every day all day long.
Trying to solve the problem of “what do I do next” was one of the driving factors that started our journey off of Podio. This is the focus of a short video on our YouTube channel… “Keep your team organized with a digital to-do list.”
If you take the 5 minutes to watch it, you will learn:
How we’ve made it so simple for people to understand their to-dos
How you’ll never have duplicate to-dos
How to monitor other people’s to-dos
and How to prioritize with to-do filtering
The work is never done here at InvestorFuse, but I’m so proud of how we’ve changed to-dos over the years. I love hearing how customers clearly understand what they have to do and when to make deals happen.
Check out the video and let me know your thoughts!
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