In my last post I showed you how you can manage your sales pipeline with Trello. Now I want to dig a little deeper and show you a few things that I didn’t cover in the last post.
As with any project management application it really is all about the bells and whistles because these are the things that make it easy for you to track and manage your progress on a project. Trello is loaded with these. Let’s take a look at some of the features which make it much easier to track and manage your sales pipeline with Trello.
Many projects, tasks, or leads start with an e-mail. You can forward e-mail to a project. Each “Board” in Trello has a unique e-mail address. Forward an e-mail to that address and it will appear in seconds as a card in whichever list you define to be the “default” list for purposes of e-mail forwarding.
You can write up a description inside the card and there is markup you can use to apply simple formatting. In the case of managing your sales pipeline with Trello this might be useful in terms of keeping notes about the lead.
Comments / Log Conversations
This may be the most important part of managing and tracking a sales pipeline with Trello. You can post comments on your cards. This is important when you are having that phone call with the prospect so you can take notes about the conversation. Then you may want to use those notes to create a checklist.
Each card let’s you add a checklist inside of it. So if you are in that follow up stage you can list the follow up items that you need to complete in order to move it to the next stage which is where you call the prospect to review your findings and hope to move the lead to the prepare proposal stage based on those findings.
In my previous posts I mentioned that you can filter your board based on labels. You can also filter on some other criteria. I’ll show you how this works in the video.
This allows you to receive e-mail notifications. You can subscribe to the whole board or you can subscribe to individual cards. You will be notified via e-mail about due dates and any changes (eg) a card is moved to the next stage etc.. The e-mail will come with a link you can click on which will take you right into that card so you can take any necessary or appropriate action. I mentioned this in the previous post but I did not show you what this looks like in the video. Now I will.
This has to be enabled in the project “Power Ups” Once it is you can toggle from the card view to calendar view to see the cards laid out in terms of due dates on a calendar. Pretty straightforward but when you see it in action it’s pretty awesome.
Similar to labels this gives your project visual appeal and allows you to mark things very “loudly” when it may be useful to call attention to something. Also keep in mind that you want to make this stuff fun. The entire process should be fun, so have fun with it. Get creative. Congratulate your sales people by putting a great big check mark on the leads when they close!
Make sure you watch the whole video for a bonus tip that will really make the cards in your sales pipeline stand out.