Customer Relationship Management (CRM)
Discover CRM systems that help businesses manage leads, clients, and customer interactions efficiently.
130 topics in this forum
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If your team doesn't have balanced workloads, they'll miss deadlines, get burned out, and disengage from the project. Here's how to distribute work evenly, what to avoid, and tools you can use to make the process easier. The post How to Balance Your Team’s Workload appeared first on The Digital Project Manager. View the full article
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- 445 views
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This guide walks you through how to break down tasks in a project to improve clarity, planning, and execution. You'll learn practical steps, see real examples, and explore proven methods like chunking, timeboxing, and the Eisenhower Matrix. The post How To Break Down Tasks In Projects Like A Pro appeared first on The Digital Project Manager. View the full article
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- 105 views
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This step by step guide explains how to use an Impact Effort Matrix to prioritize tasks based on impact and effort. Learn how project managers can identify quick wins, focus on high value work, improve team alignment, and boost productivity. Includes real life examples, practical tips, and common mistakes to avoid for better decision making. The post How to Build an Impact Effort Matrix (A Step-by-Step Guide) appeared first on The Digital Project Manager. View the full article
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- 49 views
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Confused about what task to tackle first? Learn how priority levels help PMs rank work by impact and urgency to improve focus, align teams, and avoid decision fatigue. The post How to Build Priority Levels That Actually Work (Step-by-Step Guide) appeared first on The Digital Project Manager. View the full article
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- 38 views
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Without an accurate picture of resource capacity, you won't know who on your team is available to take on work. This can lead to project delays, inefficiencies, and missed deadlines. Here's how to calculate capacity and make strategic resourcing decisions. The post How To Calculate Resource Capacity: 5 Key Steps appeared first on The Digital Project Manager. View the full article
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- 146 views
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With a clear picture of how much work your team has on their plates, you can keep resource allocation and utilization in check. Here's how to calculate utilization rate and use this data to prevent team burnout and keep your project on the path to on-time and on-budget delivery. The post How To Calculate Resource Utilization Rate (With Formula) appeared first on The Digital Project Manager. View the full article
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- 185 views
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Struggling to resource your projects, missing critical skills on your team, and not meeting deadlines? Here's how to conduct a resource gap analysis effectively, as well as some expert best practices so you can keep your projects and resourcing on track. The post How To Conduct A Resource Gap Analysis: 5 Basic Steps appeared first on The Digital Project Manager. View the full article
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- 170 views
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The best way to fail as a project manager is to avoid planning and just react to problems. Learn how to build a process improvement plan to make your processes more efficient, effective, and profitable. The post How to Create a Process Improvement Plan That Delivers Real Results appeared first on The Digital Project Manager. View the full article
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- 111 views
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A project budget makes sure you keep spending on your project in check, helps keep stakeholders happy, and helps you deliver the project successfully. Here's how to create a project budget that details exactly how much you can spend on project resources and other project expenses. The post How To Create A Project Budget: 6 Key Steps appeared first on The Digital Project Manager. View the full article
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- 130 views
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This guide explores the art of task delegation for digital project managers, offering practical steps, real-world examples, and proven frameworks. You'll learn how to delegate work strategically, use project management tools effectively, and build a more empowered, skilled team. The post How To Delegate Tasks: A Guide For Project Managers appeared first on The Digital Project Manager. View the full article
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- 105 views
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The project ramp down is more than just checking deliverables and tasks off the list. It's important to gather feedback, celebrate success, and keep the team motivated for future projects and challenges. Here's how to land the plane with a successful project ramp down. The post How To Do A Project Ramp Down: 5 Key Steps appeared first on The Digital Project Manager. View the full article
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- 156 views
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With a clear overview of project dependencies, you can make proactive decisions to reduce delays, bottlenecks, and resource conflicts. Here's how to map dependencies, which software tools to use, and best practices to prevent them from derailing your project. The post How To Do Project Dependency Mapping: 5 Steps appeared first on The Digital Project Manager. View the full article
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- 170 views
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With an accurate picture of resource demand, you'll be able to better meet your project deadlines, budgets, and scope requirements. Here's how to do resource demand planning, some expert best practices, and which tools to use. The post How To Do Resource Demand Planning: 5 Key Steps appeared first on The Digital Project Manager. View the full article
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- 129 views
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Workflow planning will help simplify your processes so your team can more done, complete work on time, and run into fewer delays. Here's how it works so you can make use of this process and increase your chances of project success. The post How to Do Workflow Planning: Steps & Best Practices appeared first on The Digital Project Manager. View the full article
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- 87 views
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This guide will teach you how to confidently implement a document management system that fits your team’s unique workflows. From cutting down wasted time and improving version control to ensuring secure, compliant access to critical files, this article equips you with the know-how to streamline collaboration and boost operational efficiency, regardless of your industry or team size. The post How To Implement A Document Management System appeared first on The Digital Project Manager. View the full article
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- 81 views
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This article is a practical guide to creating clear, effective flowcharts for digital project management. It covers what a flowchart is, why it matters, how to use common symbols, and step-by-step instructions for building one. You’ll also learn about different types of flowcharts, best practices for clarity, and recommended tools to streamline your workflow. The post How To Make A Flowchart appeared first on The Digital Project Manager. View the full article
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This guide breaks down five proven prioritization techniques, like the Eisenhower Matrix and MoSCoW Method, to help you focus on what truly matters. You'll learn how to manage your time effectively, reduce burnout, and create a workflow that supports both urgent tasks and long-term goals. The post How To Prioritize Tasks: 5 Proven Techniques appeared first on The Digital Project Manager. View the full article
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- 135 views
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Wondering how to say no at work? It can be tough, but learning to communicate boundaries in a polite and reasonable way can not only prevent issues like burnout, but it can also actually help your career in the long run. The post How to Say No at Work: Communicating Priorities and Boundaries appeared first on The Digital Project Manager. View the full article
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Projects falling apart? Scope creep, skill gaps, and wasted resources might be why. Here's how to fix these and other common resource allocation problems—before they wreck your next project. The post How to Solve 5 Resource Allocation Problems appeared first on The Digital Project Manager. View the full article
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- 104 views
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Love it or hate it, LinkedIn is key to growing your PM career. Here’s how to update your profile so it actually helps you get noticed. The post How to Stand Out on LinkedIn as a Project Manager (And Get Hired) appeared first on The Digital Project Manager. View the full article
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- 189 views
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Taking time off as a PM can feel impossible, but with the right planning, you can actually unplug without stress. From prepping your team to setting boundaries, this guide walks you through everything you need to ensure a smooth break. The post How To Unplug Without The Stress: A Project Manager’s Guide To Time Off appeared first on The Digital Project Manager. View the full article
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- 457 views
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Task batching helps you organize similar tasks into focused time blocks—so you’re not spending mental energy switching gears. Learn how to structure your day for high-impact work with less burnout. The post How To Use Task Batching To Save Time and Maximize Focus appeared first on The Digital Project Manager. View the full article
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Marcel Petitpas, CEO of Parakeeto, is using AI as a core driver of delivery excellence—simplifying workflows, enforcing data discipline, and empowering every team member (even non‑technical ones) to leverage AI in their daily work. The post Inside This CEO’s Bold Push to Use AI for Cleaner Data, Faster Delivery, and Simpler PM Workflows appeared first on The Digital Project Manager. View the full article
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Struggling to keep workloads balanced and maintain a steady output of work? Kanban is the answer. Here's how to make use of Kanban practices like work-in-progress limits and workflow visualization to measure and adjust team member capacity, meet deadlines, and keep stakeholders happy. The post Kanban Capacity Planning: 8 Steps For Balanced Workloads appeared first on The Digital Project Manager. View the full article
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- 148 views
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In any project, tasks compete for time and resources, and the project manager must choose the winner. A prioritization matrix can help determine which tasks are most important and organize your to-do list. Welcome to the Task Olympics. The post Make Your Tasks Compete: A Prioritization Matrix How-to Guide appeared first on The Digital Project Manager. View the full article
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- 79 views
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