So many apps, so little time

At Yobi we work across time zones and continents. We understand the frustrations and complexities of teamwork when your work environment is fragments. Moreover, when you try to talk across different apps it can be a real headache. There are also serious logistical challenges with managing multiple platforms across multiple devices and operating systems. If you have employees and customers bouncing around from platform to platform, you know what we mean. Everyone in those exchanges can become frustrated very quickly. Trying to track which phone call or message went where is hard enough. Figuring out who did what is even harder.

Our solution: work on a series of features that would complement our phone and CRM features. These would allow us to work more efficiently together. We conduct marketing, sales and customer service activities using our own business phone and messaging platform too. Since we like to think we are our toughest customers we figured our own team’s feedback would be a good place to start. Next, we talked to customers. You should always talk to your customers! What we came up with is a simple and effective solution built right into the app.

Taking our team to task

The first feature we’ll be talking about is our Tasks management feature. The problem we faced was making sure we could effectively hand off customer communications between team members. This could involve a series of emails, Slack messages and calls in the past. There had to be a better way.

So, we built a simple and effective task management tool. This new feature allows you to coordinate with your team from anywhere. This will keep you focused on customer success and communication. Now, any team member can assign a task to any other team member. Moreover, they can follow up with the task later to see if it’s complete. Our tasks are easily changed. You can easily update and modify your tasks. Moreover, you can create notes that can be added by multiple team members as well. We can coordinate between sales, customer on-boarding, retention activities and customer service or tech support. And we can do it without flipping through 5 different apps. For example, our marketing team can check in to see how things are progressing on our messaging efforts. Finally, everything is instantly available for our management team too.

It doesn’t have to be complex to be effective

Managing tasks directly inside our communications platform can be a huge productivity boost for your team. Our task management system is quick, simple and effective. Because we built the task manager right into Yobi each task’s visibility is amplified. The whole team can easily see open tasks. It’s easy to step up and pick up the slack. And it’s built for anyone to use. Even though it’s technologically sophisticated, you’ll find the user experience very straightforward. Be it for quick customer service follow-ups, marketing outreach, or queuing up sales calls, you’ll find it’s easier when you are coordinating with your team.

The bottom line – a business phone and a whole lot more

Yobi is combining your business phone in the cloud with messaging and task tracking for you and your team. Spend more time doing what you love. Spend less time flipping between apps, websites and messages to track down work packages. Cut out the frustration for you and your team. Above all, always have fun doing what you love!

Try out our new task feature today and let us know what you think! We love customer feedback and are always available 24/7 to help you with anything you need.

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