Using Floqer to manage and assign tasks across your B2B sales team

If you run or manage a B2B sales team, you already know the pain: too many deals, too many follow-ups, and way too many things slipping through the cracks. There are tools everywhere, but most just add more noise. This guide is for sales leaders and team leads who want to use Floqer to keep their teams on track—without babysitting everyone or getting buried in notifications.

Let’s get practical. Here’s how to actually use Floqer to manage and assign tasks, what works, what doesn’t, and how to avoid the usual mess.

Why bother with yet another tool?

Before we dive in, let’s get something straight: You don’t need another dashboard full of blinking lights. If your team is just you and a spreadsheet, adding Floqer might be overkill. But if you’ve got 3+ reps, multiple deals moving at once, and people keep asking “who’s following up with Acme again?”—it’s time for something better.

Floqer’s pitch is simple: it helps you assign, track, and follow up on sales tasks. The best part? It tries to stay out of your way. But, like any tool, it won’t solve culture or motivation problems. It just makes it easier to see what’s not getting done.

Step 1: Setting up Floqer for your sales team

Getting started with Floqer is pretty straightforward, but rushing setup is a classic way to end up with chaos later. Here’s what to do:

  1. Create your workspace:
  2. Don’t just invite everyone at once. Set up a workspace that matches how your team actually works (territories, verticals, whatever).

  3. Use clear names. “East Coast Team” beats “Team A.”

  4. Add your team:

  5. Invite only the people who’ll actually use it. “Let’s add marketing just in case” is how you get noise and confusion.

  6. Give everyone the right permissions. Don’t make everyone an admin unless you want settings changed at random.

  7. Integrate your CRM (if needed):

  8. Floqer plays nice with most CRMs, but don’t connect everything unless you know why.
  9. Start with deals or leads. Skip integrating every email or calendar—just creates clutter.

Pro tip:
Before you add real deals, create a couple of “test” tasks. Let people poke around so you don’t get panicked questions on launch day.

Step 2: Building a task structure that actually works

Floqer lets you create and assign tasks, but how you set them up matters way more than what button you click.

What to do:

  • Keep it simple.
    If you have a task type for every possible thing (“Call-back after first demo,” “Call-back after second demo,” etc.), you’ll drown in tasks. Stick to broad categories like:
  • Initial outreach
  • Follow-up
  • Proposal sent

  • Contract review

  • Assign tasks with context.
    Don’t just assign a “Follow-up” task. Add a note: “Call John at Acme about Q3 pricing.” The more context, the fewer Slack interruptions later.

  • Use due dates—sparingly.
    Only add deadlines where it matters. If everything’s “due tomorrow,” nothing is.

What to ignore:

  • Over-customizing task templates. You’ll spend more time tweaking than selling.
  • Assigning tasks to people “just in case.” If no one owns it, no one does it.

Step 3: Assigning and tracking tasks (without micromanaging)

Here’s where most task management tools go sideways: you either have a graveyard of overdue tasks, or you’re stuck nagging people all day.

Assigning tasks

  • Assign to the person, not the role.
    “BDR team” doesn’t own anything; “Sarah” does. Be specific.
  • Batch assignments for recurring stuff.
    If every Monday needs new outreach tasks, use Floqer’s recurring feature—but check if people actually want this, or if it’s just more busywork.

Tracking progress

  • Use the dashboard, but don’t obsess.
    Glance at overdue or stuck tasks once a day. Don’t refresh every hour.
  • Check completion notes.
    If someone marks a task as done, but never adds a note or result, ask why. This is where deals get lost.

Pro tip:
If you see overdue tasks piling up for one person, ask what’s really going on. It’s usually process, not laziness.

Step 4: Automating the boring stuff (but not everything)

Floqer has automation features—reminders, recurring tasks, and some workflow rules. These can save you time, but only if you set them up carefully.

Worth automating:

  • Routine follow-ups:
    Set reminders for deals that go quiet after a week. Saves mental energy.
  • Task handoffs:
    When a deal moves from SDR to AE, automatically assign the next step.

Not worth automating:

  • Every single action:
    If you automate to the point where people stop thinking, mistakes creep in.
  • Random “FYI” notifications:
    These train people to ignore real alerts.

Step 5: Reviewing and adjusting your setup

No software setup is perfect out of the box. Check on how Floqer is working for your team every couple of weeks.

  • Ask the team:
    What’s getting missed? What’s annoying? Listen, and tweak your setup.
  • Prune dead tasks:
    Old, irrelevant tasks pile up fast. Clean them out monthly.
  • Keep the task list shorter than your to-do list:
    If the backlog is bigger than what actually gets handled in a week, you’re overcomplicating things.

The honest pros, cons, and what to watch for

What works well

  • Clear ownership:
    You always know who’s got the ball.
  • Task visibility:
    No more mysterious “I thought you had that” moments.
  • Low learning curve:
    Most reps pick it up in a day.

What doesn’t

  • Too many notifications:
    It’s easy to end up with a flood of pings if you’re not careful about settings.
  • Over-complicated setups:
    If you try to mirror every nuance of your sales process, you’ll drown in admin work.
  • Not a CRM replacement:
    Floqer isn’t built to track pipeline or analytics—don’t expect it to do everything.

Watch out for

  • Change fatigue:
    If your team has switched tools three times this year, expect pushback.
  • Task hoarding:
    One or two folks end up with all the tasks. Spread the work.
  • Ignoring feedback:
    If people hate the setup, tweak it. Don’t just “wait for everyone to get used to it.”

Keep it simple and keep iterating

Floqer can help a B2B sales team stay on track, but it’s not magic. Start simple: assign clear tasks, check progress, and don’t automate your way into confusion. The best setups are the ones people actually use—and tweak as they go.

Try it out, learn what works for your crew, and don’t be afraid to ditch what doesn’t. That’s how you get real results, not just another tool collecting dust.